Accounts Receivable Reconciliation



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Transcription:

Accunts Receivable Recnciliatin Prcedures Run TGRAPPL. Leave parameters as defaulted. Check the lg file fr TGRAPPL prcess t make sure there are n errr messages. Run TGRCLOS fr nn cash cashiering sessins. See parameters belw: NOTE: Save the parameters t utilize daily. Finance: Accunts Receivable Recnciliatin Page 1 Last Revisin Date: December 1, 2009

Accunts Receivable Recnciliatin Run TGRFEED with the fllwing parameters: NOTE: Update date as necessary. Click the SAVE Icn when in the Jb Submissin blck. Select Optins, Review Output. Duble click n File Name t review file/feed. Duble click n the.lis file. Select Optins, Shw Dcument. (May need t select Run t cntinue.) NOTE: Yu may als just click the Save icn t cut ut a step. Finance: Accunts Receivable Recnciliatin Page 2 Last Revisin Date: December 1, 2009

Accunts Receivable Recnciliatin Select Save File when windw pps up. The file will be saved t a temp flder n yur C drive. Open with ntepad and save t the N drive fr future reference (Banner TGRFEED flder created fr this purpse under Shared ). Exit frm TGRFEED. Run TGRCSHR prcess t change finalized t reprted using the fllwing parameters: Finance: Accunts Receivable Recnciliatin Page 3 Last Revisin Date: December 1, 2009

Accunts Receivable Recnciliatin Run FURFEED prcess in audit mde t btain dcument number(s) fr GURDETL infrmatin. NOTE: If yu wish t nly feed accunts receivable, use ACTRECV in place f ALL in the parameters. Click the SAVE Icn when in the Jb Submissin blck. Select Optins, Review Output. Nte dcument numbers fr use in running GURDETL. Exit FURFEED. Finance: Accunts Receivable Recnciliatin Page 4 Last Revisin Date: December 1, 2009

Accunts Receivable Recnciliatin Run GURDETL fr each dcument number. NOTE: Data in GURDETL table will be lst if nt btained at this pint. Click the SAVE Icn when in the Jb Submissin blck. Select Optins, Review Output. Duble click n File Name t review file/feed. Duble click n the.lis file. Select Optins, Shw Dcument. (May need t select Run t cntinue.) Select Save File when windw pps up. The file will be saved t a temp flder n yur C drive. Open with ntepad and save t the N drive fr future reference (Banner GURDETL flder created fr this purpse under Shared ). Exit frm GURDETL after all dcument infrmatin has been saved. Run FURFEED prcess in update mde. NOTE: : If yu wish t nly feed accunts receivable, use ACTRECV in place f ALL in the parameters. Click the SAVE Icn when in the Jb Submissin blck. Finance: Accunts Receivable Recnciliatin Page 5 Last Revisin Date: December 1, 2009

Accunts Receivable Recnciliatin Select Optins, Review Output. Duble click n File Name t review file/feed. Duble click n the.lis file. Select Optins, Shw Dcument. (May need t select Run t cntinue.) Select Save File when windw pps up. The file will be saved t a temp flder n yur C drive. Open with ntepad and save t the N drive fr future reference (Banner FURFEED flder created fr this purpse under Shared ). Exit frm FURFEED. Run FGRTRNI. N parameters are necessary. Click the SAVE Icn when in the Jb Submissin blck. Select Optins, Review Output. Duble click n File Name t review file. Duble click n the.lg file. Verify that the prcess ran successfully. Exit frm FGRTRNI. Run FGRTRNR. N parameters are necessary. Click the SAVE Icn when in the Jb Submissin blck. Select Optins, Review Output. Duble click n File Name t review file. Duble click n the.lis file. Verify that there are n errrs. If there are errrs, thse feeds must be crrected t have the data prcess crrectly. The fllwing reprt example has n errrs. N recrd cunt nted indicates there are n errrs. Finance: Accunts Receivable Recnciliatin Page 6 Last Revisin Date: December 1, 2009

Accunts Receivable Recnciliatin Exit frm FGRTRNR. Run FGRACTG. N parameters are necessary. Click the SAVE Icn when in the Jb Submissin blck. Select Optins, Review Output. Duble click n File Name t review file. Duble click n the.lis file. Run TGRRCON with the fllwing parameters: Finance: Accunts Receivable Recnciliatin Page 7 Last Revisin Date: December 1, 2009

Accunts Receivable Recnciliatin Click the SAVE Icn when in the Jb Submissin blck. Select Optins, Review Output. Duble click n File Name t review file/feed. Duble click n the.lis file. Select Optins, Shw Dcument. (May need t select Run t cntinue.) Select Save File when windw pps up. The file will be saved t a temp flder n yur C drive. Open with ntepad and save t the N drive fr future reference (Banner TGRRCON flder created fr this purpse under Shared ). Exit frm TGRRCON. NOTE: Difference clumn shuld typically shw zer acrss the bard; hwever, due t manual pstings that have nt been crrected as f this dcument creatin date, differences are nted. Crrecting entries will be made t rectify the ut f balance cnditin. If the difference is anything ther than zer, variance must be lcated and crrected immediately. Finance: Accunts Receivable Recnciliatin Page 8 Last Revisin Date: December 1, 2009