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Intermediate Certificate on pass

Track: Accounts Receivable

For Accounts Receivable: invoices, payments, aging, statements, reminders, and credit control.

3 lessons 45 min 5-question assessment 70% to pass
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What you’ll learn

  • Explain the specialized operational responsibilities behind the track: accounts receivable track
  • Configure role-specific options, interface views, and default permissions settings
  • Handle day-to-day workflow exceptions, supervisor escalations, and system inputs
  • Provide audit-ready task history reports and compliance evidence records

Course content

3 lessons · 45 min of reading
01
Lesson 1 of 3 Reading 12 min

Generate customer invoices

Track: Accounts Receivable focuses on accounts receivable management, generating invoices, recording customer payments, and monitoring aging balances. In AWRA, role-based tracks deliver target training, operational boundaries, and verification tools tailored to specific job profiles.

The primary objective is role clarity and procedural control. Users must understand their dashboard widgets, access boundaries, and daily checklist items.

In practice, an AR specialist audits aging balances, issues overdue statements, and applies payments to open invoices.

Accounts receivable workflow

1

Invoice

Convert sales quotation to invoice and set due dates.

2

Track

Audit aging logs and send reminder email statements.

3

Collect

Record customer payments and reconcile ledger records.

4

Audit

Match accounts receivable balances to global ledger.

Role model

  • Dashboards display widgets matching user roles.
  • Action permissions enforce segregation of duties.
  • Daily checklists ensure consistent operations.
  • Always escalate exception tasks through system workflows.
02
Lesson 2 of 3 Workshop 15 min

Record payment collections

The operating routine is to generate customer invoices, reconcile customer payment logs, monitor aging balances, and send payment reminders. This keeps user inputs accurate and ensures that exceptions are caught and resolved before daily close.

Before submitting values or approvals, check invoice details, payment codes, aging buckets, statement deliveries, and customer balances. These safety rules prevent transaction errors and protect ledger balances.

A supervisor or team administrator can adjust role dashboards, override blocks, or review audit trails from the console.

Credit control matrix

Signal Check Action
Invoice past due 30 days Verify statement outbox logs Send payment reminder with statement PDF
Overdue invoice override Check customer credit risk profile Block new invoice generation and issue credit hold
Partial payment received Verify bank deposit records Apply payment to oldest invoice and log balance
AR reconciliation day Audit ledger balance lines Verify AR subledger matches income statements

Role decisions

  • Process role tasks according to department policies.
  • Audit input values using automated validation tools.
  • Escalate high-value exceptions to supervisor queue.
  • Confirm daily shift balances match physical audits.
03
Lesson 3 of 3 Practice 14 min

Monitor aging statement logs

Role transactions and daily audits must leave proof. Useful evidence includes invoice PDF files, cash receipts logs, aging reports, statement outboxes, and AR subledgers, which is required for audit logs reviews and system status reports.

Management should review role productivity: task completion times, exception frequencies, and data correction rates indicate training or layout needs.

In practice, closure means invoices are paid, cash collections are logged, statements are delivered, and AR ledger matches.

Accounts receivable checklist

Customer invoice is created
Payment receipt is logged
Aging statements are sent
Credit blocks are active
AR ledger reconciles

Oversight validation

  • Confirm task completion matches registry records.
  • Verify security signatures are logged on overrides.
  • Validate daily close counts match bank deposits.
  • Ensure exception notes are saved to transaction records.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

Take the assessment

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