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Overview

Use this job aid to calculate the amount due for a name id. When you calculate the amount due, Agris will show you what it will take to pay the vouchers due on that date and what it will take to pay the entire balance. Prepayments and payments on hold are not considered in the calculations.

To calculate the amount due:

1. From the Toolbar, click Accounts Payable.
2. From the Accounts Payable menu, select Account Balance Inquiry.
3. In the Name Id box, type in the name id or click Lookup or type * and press Enter to search for the name id.
4. Highlight the location you want to check the account balance for and click OK.
5. Click Select.
6. Select Calculate Amount Due.
7. In the As Of Date, change the date by typing over the current date.
8. Click OK.
9. Click OK.
10. Click Back until the Toolbar becomes active.

Learn more about Account Balance Inquiry feature: