Accounts Receivable Rollover

The Accounts Receivable Rollover process brings the AR balances for open items from the old year to the new fiscal year.

You may still create AR transactions in the old fiscal year even after you've rolled over the AR records.

Roll over accounts receivable records

1. Select A/R Records from the Accounts Receivable menu, and the A/R Records window opens.

2. Select Accounts Receivable Rollover from the More menu. AR records with non-zero balances are rolled over, and the Result window opens displaying successes and failures.

3. Click Close when you've finished reviewing the results.

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