Sweeping AR Balances

Sweeping AR Balances


1. Click "Admin"

2. Click "Accounts Receivable"

3. Click "Sweep Balances"

4. Click "Post Date"

5. Select Load & Account Option

6. Click "Select All" to Process for All Accounts Listed OR Tag Accounts to Process for

7. Click "Sweep Accounts"




1000.1.22

    • Related Articles

    • Transferring Lunch Balances to AR - Owed/Credit Balances

      1. Click "Lunch" 2. Click "Process Transactions" 3. Click "Transfer To A/R" Transferring Owed & Credit Balances 4. Select "<> 0 " Transferring Owed Balances Only 5. Select "> 0 " 6. Set Grade Levels 7. Click "Refresh" 8. Select "Transfer To A/R 1" to ...

    • Transferring Lunch Balances to the Student AR Account

      1. Click "Lunch" 2. Click "Process Transactions" 3. Click "Transfer To A/R" 4. Select Student to Transfer for 1 Student, Select All to Transfer for All Students 5. Select the "Transfer To A/R 1" option 6. Click "Transfer" 3000.9.1

    • Students: Viewing AR Connections

      Students: Viewing AR Connections 1. Click "Students" 2. Click "Students" 3. Select Student 4. Click "A/R" tab 5. Primary AR Account w/Hyperlink to AR Account 6. Secondary AR Account w/Hyperlink to AR Account 1500.4.17

    • Making an AR Deposit

      Making an AR Deposit Making a standard AR Deposit including all items in the Make Deposit screen. 1. Log into PraxiSchool 2. Click "Accounting" 3. Click "A/R Tasks" 4. Click "Make Deposit" 5. Click "Start Deposit" to Make a Full Deposit 6. Enter the ...

    • Making an AR Deposit

      Making an AR Deposit 1. Click "Accounting" 2. Click "A/R Tasks" 3. Click "Make Deposit" Making a Date Range Deposit 4. Select "Date Range" from Dropdown 5. Select Start & End Date (Use Calendar to select Year, Month & Date) 6. Enter Deposit Date 7. ...