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Configuring AR Company Parameters

AR Company Parameters sets company-wide defaults for Accounts Receivable—receivable type defaults, retainage behavior, audit options, and statement email settings.

Before you start​

  • You have permission to change AR company parameters.
  • You know the default receivable type and statement email content your company uses.

Steps​

  1. Open AR Company Parameters.
  2. On the Info tab, set defaults such as the receivable type.
  3. Check Release retainage to current AR if retainage should move into current AR when released.
  4. In the audit section, enable the checkboxes your company requires for tracking (enable all if you want a full audit trail).
  5. On the Email Settings tab, configure the from address, subject, and body used when emailing customer statements.

Notes​

  • Incorrect email settings cause failed statement delivery—test after changes.
  • Review defaults when processes or branding for statements change.