How to Add or Edit an Accounts Receivable

You can add gross level, advanced payment, or withholding/lien-levy receivables.

Claim receivables are not added. Claim receivables are created during ND MMIS claims processing.

Optionally, you can:

• Adjust the receivable.
• Reverse the receivable, if no payments have been applied to the receivable.
• Transfer the receivable from one entity to another.
• Write-off the receivable.
• Reestablish a receivable that has been written off.
• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Attach a document. To attach a document for this record, on the action bar, click Attachment.
• View documents. To view documents for this record, on the action bar, click View Documents.
• Reset your entries. To display the information on the page or panel as it appeared when you last clicked Save, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To add or edit a receivable

1. On the Financial menu, click Accounts Receivable.
2. To add or edit a receivable, do one of the following:
   • To add, do the following:

     1. On the Search Accounts Receivable action bar, click Add Accounts Receivable.

     2. On the Accounts Receivable page, complete the fields.

        Note: You cannot manually add claim receivables. They can only be edited.

     3. Click Continue.
   • To edit, on the Search Accounts Receivable page, search for the receivable.

3. Do one of the following:

   • If Activity Type is Claims Receivable, continue with How to Edit a Claim Receivable
   • If Activity Type is Advanced Payment, continue with How to Add or Edit an Advance Payment.
   • If Activity Type is Gross Level, continue with How to Add or Edit a Gross Level Receivable.

   • If Activity Type is Withholding/Lien-Levy, continue with How to Add or Edit a Withholding/Lien/Levy Receivable

   Note: The Activity Type determines which accounts receivable page is displayed.

See Also

Accounts Receivable Page

About Claim Receivables

About Advance Payment Receivables

About Gross Level Receivables

About Withholding/Lien/Levy Receivables

About Financial

Version as of 5/16/14.