Onyx User Training Manual

Create a New Receivable

1. Select Accounts Receivable from the Onyx drop down. 2. Click on the “ New Receivable ” button, which directs you to the Receivable Summary portlet.

3. Select the Receivable Type (If changing Receivable Type, a prompt asks if you want to continue). 4. Select the Receivable Sub Type (Sub Type changes based on Receivable Type). 5. Search (on ID Number, Name, Debtor ID, or Debtor Type) and select a Debtor.

If selecting “ Debtor Type ,” there is a drop-down when searching.

Debtor Search Interface

Choosing “ Select ” chooses the selected Debtor for the Accounts Receivable. Choosing “ Open ” previews the selected Debtor and allows you to modify or submit changes. Choosing “ Create New ” allows you to create a new Debtor. While in “ Open ” or “ Create New ,” you are unable to modify the “ Taxpayer Types .” If a Debtor does not exist, you must create a Debtor (see page 7 for information on how to create a new Debtor).

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