Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Mar 1, 2024 |
Apr 1, 2024 |
Business value
Collection management tasks focus on customers and posted documents. These tasks usually involve creating and sending reminders, statements, or other related documents. A modernized version of the Accounts Receivable Administrator Role Center gathers information that collection managers need.
Feature details
The Accounts Receivable Administrator Role Center gathers the information you need for collections. The role center has wide cues, cues and lists, an updated menu, and an embedded actions menu.
To explore the role center, go to the My Settings page. In the Role field, select Account Receivables Administrator.
The role center has two wide cues that help you quickly validate and reconcile accounts receivable balances.
- Total Outstanding (LCY) shows the outstanding balance of unpaid invoices in your local currency, so you can investigate invoices.
- A/R Accounts Balance shows the balance on the G/L accounts that you assign to the Account Receivables account subcategory.
To use the wide cues, set up the cues. Specify the account category that represents account receivables. On the General Ledger Setup page, in the Account Receivables G/L Account Category field, select the category. In a US demo company, select category '4', but this category might differ across companies or if you use custom account categories.
Note
If you don't use account categories in your chart of accounts, or if you post directly to account receivables accounts instead of using posting groups, the A/R Accounts Balance cue isn't useful. You can personalize the role center to hide this cue.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.