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Applications > Accounts Receivable > Getting Started

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Getting Started


There are several steps involved in getting Accounts Receivable ready for use. The first step is getting Company and Account information set up within General Ledger. After that has been done set up your bank account and check design within Bank Account Management and then use the following general steps as a guide:

Set Up Company Information

Set Up Revenue Center Information

Set Up Item Information


Set Up Sales Tax Information


Set Up Preferences

At this point you are ready to enter Recurring Charges, Invoices, and Payments.