Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to View AR Transactions in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the steps to view AR Transactions in NCFS. The AR transactions provide insights into various tasks across AR, including information related to customer billings.
View AR Transactions
To view AR Transactions in NCFS, please follow the steps below. There are 10 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Receivables tab and click the Billing app.
Step 3. On the Billing page, click the Tasks icon and click Manage Transactions.
Step 4. The Manage Transactions page opens. On the Search section, enter the applicable data in at least one field marked with **.
In this example, we choose Manual for the Transaction Source field.
Step 5. Click the Search button.
Step 6. All the transactions with manual transaction source are displayed. Click the applicable Transaction Number.
In this example, we choose the 17001 transaction number.
Step 7. The Review Transaction page opens. On the General Information section, review the transaction information.
Step 8. Scroll down to validate the Customer and Payment Terms details.
Step 9. Validate the Invoice Lines information.
Step 10. After reviewing all the details, click the Save and Close button.
Wrap-Up
View AR Transactions to provide insights into various AR related task using the steps above.
Additional Resources
- Web-Based Training (WBT)