QML BUS OL: Accounts Receivable 101

Audience: Business Office staff, accounting specialists, cash receipt processors, and employees responsible for billing and collections.

Description:

 Learn the fundamentals of Accounts Receivable in Qmlativ. Participants will gain hands-on experience creating invoices, processing payments, managing payor records, and reviewing key reports used to monitor outstanding balances and receivables activity. 

Topics Include:

Creating payors and invoices

Invoice delivery options

Processing cash receipts

Managing overpayments and underpayments

Viewing outstanding and unpaid invoices

Applying unapplied payments

Importing invoice details

Accounts Receivable reports and aging analysis

Prerequisites: None

There is a fee to attend NWRDC trainings if your School District does not belong to the NWRDC regional cooperative. Member Districts can attend at no charge. The fee is $400 for classes under 4 hours and $800 for all day classes. A PO is required prior to attendance and can be emailed to regadmin@nwrdc.net.

Login information will be emailed prior to the meeting.