Search
Filters
464 results
464 results
How do I search for customers in the Central AR database? Can I do a query on an address line or contact name?
Yes, you can perform a query on the name of the customer, a portion of their address information, and also by a contact name associated with the customer account. Detailed information on how to query and view customer details may be found in ABLE.
How do I change or setup new default coding for my transaction type?
You can complete the Transaction Type Setup and Maintenance form and email to AR_setup@harvard.edu.
What do I do if I keep getting error messages when I am trying to enter an invoice or credit memo?
You can consult the AR section in ABLE or call the helpdesk at 496-2001 for assistance.
How do I know if a payment has been received after an invoice is written off to bad debt?
Central AR has developed a “recovery” report so that local units can track their recoveries. In the event that a payment is received for an invoice(s) previously written off to bad debt, Central AR creates a debit memo (essentially replacing the original...
I have received several emails asking me to complete or delete my “incomplete” invoices. What are incomplete invoices and is there a way I can query for them on my own?
When you finish entering an invoice or credit memo, you must click on a button in the lower left hand corner of the transactions form. The system will check that all the required information has been entered and that the transaction is in balance. The...
I can’t complete my invoice/credit memo. What should I do?
Initially, you may want to consult the original materials you received during training. Your next step would be to call the helpdesk at 496-2001.
How can I help my customer understand the invoice or statement they received?
Invoice and Statement examples are available in ABLE. You may also download the Local Unit Handbook, which describes in more detail, the different information provided on both documents. Local billing units also have the ability to reprint invoices...
When should a local unit start to collect on an invoice?
Payment terms are net 30 days. Once an invoice is 31 days old, local units may contact their customers regarding payment status. Staff performing collections on behalf of their local unit, should be assigned the collection responsibility in Oracle, which...
Is there a minimum billing amount required to process an invoice?
No, there is no set minimum. However, please keep in mind that it costs the University over $10.00 to create and mail an invoice. Local billing units should assess the return on investment when invoicing customers for small dollar amounts.
If I complete an invoice transaction on Monday, when will my customer’s invoice be printed and mailed?
Accounts Receivable prints completed invoices each Wednesday morning at 9:00am. Therefore, in your case, your invoice would be printed and mailed on Wednesday. All completed transactions are posted to the General Ledger at approximately 6 p.m. each...
If I have trouble entering transactions (invoices, credit memos) to whom should I call?
You should contact the UIS helpdesk directly at 496-2001 and tell them that you are having trouble with an Accounts Receivable transaction. By contacting the helpdesk rather than staff in Central AR, you will help us track the numbers and types of calls...