In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Company AP.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Policies

Select a policy for the customer. All policies appear in the list regardless if a company is chosen.

Company

Select one active company from the list.

Date Range From - To

Enter a full date range or choose only a From date to see all items beginning with that date through current date. Alternately, choose only a To date to see all items from the date you began using AMS360 through the date entered.

To see the data that meets your selection criteria, click Apply View.

Company AP

Applies to: Customer Center

The Company AP (Accounts Payable) view displays a list of companies with accounts payable. More...ClosedReview the summary policy information, or click the Policy # link for the policy you want to edit. The Policy Information data entry form opens and displays the current information for the policy.

Key Fields

Name

Click a company name link to open specific information in the Company Center. In the Company Center, you can process company-related activities such as: paying company payable items, recording and reconciling direct bill commissions, posting receipts and journal entries involving companies, and company-related reporting.

Right-click the link to open a new browser window or tab.

Policy #

Click to open the Policy Information data entry form where you can edit the current information for the policy.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.