Onyx User Training Manual

Contents (*) Supervisor Function

Onyx ....................................................................................................................................................................................... 5 Accessing Onyx.................................................................................................................................................................... 5 User Profiles ........................................................................................................................................................................ 6 Debtor .................................................................................................................................................................................... 7 Creating a New Debtor ....................................................................................................................................................... 8 Searching & Viewing Debtors ........................................................................................................................................... 10 Editing Debtors ................................................................................................................................................................. 10 Debtor Tabs....................................................................................................................................................................... 12 Accounts Receivable ...................................................................................................................................................... 23 Create a New Receivable .................................................................................................................................................. 25 Searching & Viewing Receivables ..................................................................................................................................... 28 Editing Receivables ........................................................................................................................................................... 29 Set the Status of Receivables to UnCollectible (*)............................................................................................................ 32 Setting Receivables to Legacy ........................................................................................................................................... 33 Accounts Receivable Tabs................................................................................................................................................. 33 Bonds .................................................................................................................................................................................. 39 Searching & Viewing Bonds .............................................................................................................................................. 40 Transaction ........................................................................................................................................................................ 43 Creating a Batch ................................................................................................................................................................ 45 Searching a Batch.............................................................................................................................................................. 47 Editing a Batch .................................................................................................................................................................. 47 Viewing a Batch Deposit Summary ................................................................................................................................... 49 Requesting Approval for a Batch ...................................................................................................................................... 50 Approving a Batch (*)........................................................................................................................................................ 52 Creating a New Transaction .............................................................................................................................................. 53 Transaction Type – Payment......................................................................................................................................... 54 Transaction Type – Journal Entry.................................................................................................................................. 59 Transaction Type – Adjustment .................................................................................................................................... 60 Searching & Viewing Transactions.................................................................................................................................... 62 Editing Transactions .......................................................................................................................................................... 63 Subpoena ........................................................................................................................................................................... 65 Searching & Viewing Subpoenas....................................................................................................................................... 66 Editing Subpoenas............................................................................................................................................................. 66 Travel Advances ............................................................................................................................................................... 69

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