Viewing & Adding Documents in Accounts Receivable
Viewing & Adding Documents in Accounts Receivable
1. Click "Admin"
2. Click "Accounts Receivable"
3. Select AR Account
4. Click "Docs" tab
Viewing Documents
5. Select the Document
6. Click the Magnifying Glass Icon to View
Adding Documents
7. Click "Add"
8. Select the Upload Reference (A/R)
9. Select the Security
10. Select the Folder
11. Select the Description
12. Click "Choose File"
13. Select the School Year / Grade Period & Enter Notes (If Applicable)
14. Click "Upload Document"
15. Document is visible in the Document List
16. Document is visible in the AR Docs tab
1000.1.3
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