--- title: ACCOUNTS RECEIVABLE - Communications description: Send and track emails, create internal notes, alerts and calendar entries, and attach files for the AR record --- [Skip to content](https://cs.geminilogic.com/en/manual/accounts-reveivable-communications#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) # ACCOUNTS RECEIVABLE - Communications ## Send and track emails, create internal notes, alerts and calendar entries, and attach files for the AR record **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-19-2023-07-51-56-9475-PM.png?width=50&height=50&name=image-png-May-19-2023-07-51-56-9475-PM.png)** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-21-2023-02-54-15-2178-PM.png?width=462&height=350&name=image-png-May-21-2023-02-54-15-2178-PM.png) - red lettering indicates there is a Communication present - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-22-22-11-PM.png?width=14&name=image-png-Aug-31-2022-08-22-22-11-PM.png) Refresh** to load any Accounts Receivable Notes that may have been added since the last refresh and that may not be displaying on this list - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-22-36-10-PM.png?width=57&name=image-png-Aug-31-2022-08-22-36-10-PM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-22-41-28-PM.png?width=78&name=image-png-Aug-31-2022-08-22-41-28-PM.png) AR Communications List Functionality** - see [Accounts Receivable - Access / List Functionality](https://cs.geminilogic.com/en/manual/accounts-receivable-access-list-functionality?hsLang=en#ARListFilters) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-23-38-88-PM.png?width=20&name=image-png-Aug-31-2022-08-23-38-88-PM.png) Export** Accounts Receivable Note(s) in Excel or CSV format **-** see [Accounts Receivable - Export](https://cs.geminilogic.com/en/manual/accounts-receivable-access-list-functionality?hsLang=en#ARListExport) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-23-48-27-PM.png?width=19&name=image-png-Aug-31-2022-08-23-48-27-PM.png) New** Communication / Attachment for the current AR Account![ARCommunication](https://cs.geminilogic.com/hs-fs/hubfs/ARCommunication.png?width=619&height=289&name=ARCommunication.png) - option to ![CommunicationInsertDateTime](https://cs.geminilogic.com/hs-fs/hubfs/CommunicationInsertDateTime.png?width=25&height=25&name=CommunicationInsertDateTime.png) **Insert Date/Time** into the message - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-08-25-00-47-PM.png) Add Attachment** (s) of any file type which will copy the file to C:\\ProgramData\\Spire\\media - - - to centralize these files, there is the option to Migrate them onto the Spire Server in C:\\ProgramData\\Spire\\media\\(database name) - **Tools** \> **Migrate Files** **![ToolsMenuMigrateFiles-1](https://cs.geminilogic.com/hs-fs/hubfs/ToolsMenuMigrateFiles-1.png?width=181&height=140&name=ToolsMenuMigrateFiles-1.png)**                               **![MigrateFiles-2](https://cs.geminilogic.com/hs-fs/hubfs/MigrateFiles-2.png?width=224&height=137&name=MigrateFiles-2.png)** - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-25-24-19-PM.png?width=20&name=image-png-Aug-31-2022-08-25-24-19-PM.png) Add Link** for a URL or file not in the centralized location mentioned above - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-25-35-31-PM.png?width=23&name=image-png-Aug-31-2022-08-25-35-31-PM.png) Open Related** (in this case, the Accounts Receivable record) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-25-47-30-PM.png?width=21&name=image-png-Aug-31-2022-08-25-47-30-PM.png) Mark Completed** to insert the current logon date in the **Completed Date** field so this alert no longer pops up - - enter **Subject** - - select **Type** from a preset list or add a ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-26-17-06-PM.png?width=17&name=image-png-Aug-31-2022-08-26-17-06-PM.png) **New** one on-the-fly from the browse list         ![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-06-02-19-01-AM.png) - - enter the message in the body - **Assigned To** - any user set up in the system for Popup Alerts and / or Calendar entries - **Due Date** (triggered by system date, not logon date) - schedule the message to: - popup at the assigned User’s logon                  ![ARCommunicationAlert](https://cs.geminilogic.com/hs-fs/hubfs/ARCommunicationAlert.png?width=490&height=117&name=ARCommunicationAlert.png) - - - - view all scheduled Alerts in Tools \> **View Notes Due Today** - display on the assigned User’s Calendar, where the Communication can be viewed / accessed, with view options:                   ![](https://cs.geminilogic.com/hubfs/image-png-May-21-2023-03-10-46-2220-PM.png) - - - - **Show Users** to select which User’s entries you wish to see in your Calendar -activate in User setting **View All Calendars** (each User’s entries will be a different colour)                              ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-03-02-80-AM.png?width=320&height=139&name=image-png-Sep-01-2022-06-03-02-80-AM.png) - - - - **Show Modules** to select which originating Modules to display, from modules you currently have access to - **![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=25&height=25&name=CheckBoxChecked.png) Show Unassigned** to also see entries not assigned to any User (Unassigned entries will be black) - **![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=25&height=25&name=CheckBoxChecked.png) Show Completed** to display all Calendar entries marked as [**Completed**](https://cs.geminilogic.com/en/manual/accounts-reveivable-communications#ARMarkCompleted) - - **Number** - option to numerically code or sequence for sorting in Filters and Reports - **Completed Date** - enter any date to discontinue this alert or click on **Mark Completed** to insert the current logon date - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Print** is only applicable to Communications on Inventory Items, Customers and Vendors for Sales or Purchase Order forms - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Alert** will cause a popup message when the User logs on at the 'Due Date' identified - - the Communication will also display here in the **Communications** module, where you have access to the following:      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-19-2023-08-04-04-0300-PM.png?width=666&height=180&name=image-png-May-19-2023-08-04-04-0300-PM.png) - - - - **![CommunicationMarkCompletedCheckMark](https://cs.geminilogic.com/hs-fs/hubfs/CommunicationMarkCompletedCheckMark.png?width=26&height=21&name=CommunicationMarkCompletedCheckMark.png) Mark Completed** to insert the current logon date in the **Completed Date** field so this alert no longer pops up if you don’t want to delete it - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-06-04-07-87-AM.png) Open Related** (Accounts Receivable Account) - - option to ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-04-13-52-AM.png?width=19&name=image-png-Sep-01-2022-06-04-13-52-AM.png) **Edit** / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-04-22-16-AM.png?width=18&name=image-png-Sep-01-2022-06-04-22-16-AM.png) **Delete** the selected Communications(s) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-04-31-26-AM.png?width=20&name=image-png-Sep-01-2022-06-04-31-26-AM.png) Print** reports on the selected Communications (see [Accounts Receivable - Reports](https://cs.geminilogic.com/en/manual/accounts-receivable-reports?hsLang=en)) - Communications List **Context Menu** - right-click anywhere in the list to display![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-08-23-31-18-PM.png?width=176&height=172&name=image-png-Aug-31-2022-08-23-31-18-PM.png)   - 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