Clean books start with clean transactions. This session breaks down best practices for managing A/R activity—so your receivables ledger stays accurate, your reports stay clean, and your month-end close runs smoother. Learn when to issue a credit versus void an invoice, how to distinguish between deposits and payments, and how to use the right transaction types to maintain an accurate aging report. We’ll also cover the tools and techniques for applying adjustments and corrections without creating downstream issues. Walk away with clear guidance to prevent confusion, reduce rework, and protect the integrity of your financial data.

This session is relevant for all segments and will be especially relevant for users and app admins who are in finance or accounting or those who work closely with these teams.