Page Comparison

Overview

Use this job aid to perform account balance inquiries for a name id.

To perform an account balance inquiry:

1. From the Toolbar, click Accounts Receivable.
2. From the Accounts Receivable menu, select Account Balance Inquiry.
3. In the Name Id box, click Lookup or type * and press Enter, and then select the name id, or type the name id you want to inquire on .
4. Click OK.
5. Highlight the Location and then click Select.
6. Select a Display Option (1-10).
7. Answer the questions based on the selection from step 6.