--- title: ACCOUNTS RECEIVABLE - Access / List Functionality description: Accounts Receivable List overview --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Accounts Receivable - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Accounts Receivable - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # ACCOUNTS RECEIVABLE - Access / List Functionality ## Accounts Receivable List overview ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-13-36-40-PM.png?width=50&height=45&name=image-png-Aug-31-2022-07-13-36-40-PM.png)  - **Access** - Customers Text Menu ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-16-50-91-PM.png) - Module List![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-16-56-48-PM.png) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-17-05-32-PM.png?width=17&name=image-png-Aug-31-2022-07-17-05-32-PM.png) New Transaction- see [Accounts Receivable - New Transaction](https://cs.geminilogic.com/en/manual/accounts-receivable-accounts-receivable-details-new-transaction) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-20-37-67-PM.png?width=19&name=image-png-Aug-31-2022-07-20-37-67-PM.png) View Receivables** Details for account selected - or double-click to open - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-20-50-01-PM.png?width=20&name=image-png-Aug-31-2022-07-20-50-01-PM.png) Apply Finance Charges** outstanding Accounts Receivable accounts, based on their payment terms (30 days / 60 days etc)  - establish the **Monthly Interest Rate** in Edit > Company Settings > Accounts Receivable > **Monthly Interest Rate (%)** **        ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-21-01-01-PM.png)** - - activate in Customer settings - Customers > Billing tab > ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Apply Finance Charges** **        ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-21-23-36-PM.png)** - - select Accounts Receivable account(s) from your filtered or unfiltered list - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-22-20-56-PM.png?width=18&name=image-png-Aug-31-2022-07-22-20-56-PM.png) **Apply Finance Charges**         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-22-38-28-PM.png?width=657&height=276&name=image-png-Aug-31-2022-07-22-38-28-PM.png) - - - option to adjust details before posting                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-22-50-89-PM.png?width=614&height=204&name=image-png-Aug-31-2022-07-22-50-89-PM.png) - - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-23-03-66-PM.png?width=22&name=image-png-Aug-31-2022-07-23-03-66-PM.png) Post Charges** will post a transaction for each account identified as a **Service Charge** Transaction Type - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-23-15-46-PM.png?width=16&name=image-png-Aug-31-2022-07-23-15-46-PM.png) Refresh** to load any Accounts Receivable Accounts that may have been added since the last refresh and that may not be displaying on this list - **Accounts Receivable List Functionality** - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-23-27-86-PM.png?width=20&name=image-png-Aug-31-2022-07-23-27-86-PM.png) Filters** - create a filter for this list - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-23-34-20-PM.png?width=20&name=image-png-Aug-31-2022-07-23-34-20-PM.png) **Filters** - choose **Any** or **All** selector![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-23-46-18-PM.png?width=527&height=212&name=image-png-Aug-31-2022-07-23-46-18-PM.png) - select from the list of fields to set the criteria - select from the operators ie: “is”, “is equal to”, “is greater than”, etc - this operator list changes based on the field selected in the previous step - enter the criteria information - if desired click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-24-06-27-PM.png?width=20&name=image-png-Aug-31-2022-07-24-06-27-PM.png) to add a line of criteria - to remove the line, click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-24-15-46-PM.png?width=20&name=image-png-Aug-31-2022-07-24-15-46-PM.png) - select ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-24-25-86-PM.png?width=19&name=image-png-Aug-31-2022-07-24-25-86-PM.png) Filters ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-24-37-01-PM.png) for save options:                          ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=151&height=145&name=FiltersMenu.png) - - - - **Save default** - this filter will be active whenever viewing your Accounts Receivable list - **Remove default **to remove the previously set default Filter - **Save filter** if you are making changes to a previously saved filter - **Save filter as…** will allow you to name the Filter with the following settings: - give this Filter a name                                        ![ARFilterName](https://cs.geminilogic.com/hs-fs/hubfs/ARFilterName.png?width=204&height=155&name=ARFilterName.png)  - - - - - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **User** if this filter will be used by you only - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Company** if it is to be accessed by all users - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Show in module list** to display beneath the module name ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-26-33-87-PM.png) - - - - - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Save column state** if you have removed or added columns, or have sorted the list by one of the columns - click **OK** - the new Filter is also accessible in the Filter menu:                                           ![ARFilterList](https://cs.geminilogic.com/hs-fs/hubfs/ARFilterList.png?width=132&height=173&name=ARFilterList.png) - - - - click on the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-26-46-57-PM.png?width=20&name=image-png-Aug-31-2022-07-26-46-57-PM.png) **Filters** button to release the current filter in order to see entire list, or to start a new filter - **Icon Menu Customization** - hover over the Icon Group handle ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-28-08-80-PM.png?width=6&height=32&name=image-png-Aug-31-2022-07-28-08-80-PM.png) until you see ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-28-16-46-PM.png?width=21&name=image-png-Aug-31-2022-07-28-16-46-PM.png) - drag the Icon Group to where you want it - **Column Customization** - drag and drop columns for preferred positioning - right-click on any column heading to list to identify which columns you wish to see in the grid                                      ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-27-47-50-PM.png) - - - - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-27-54-48-PM.png?width=30&name=image-png-Aug-31-2022-07-27-54-48-PM.png) Column Sort** - click on any column heading to sort the list by that column - further narrow your search by just typing (you will see the typed letters turn green) and the list will highlight the closest match, in currently sorted column                                      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-19-2023-09-24-19-0169-PM.png?width=519&height=276&name=image-png-May-19-2023-09-24-19-0169-PM.png) - - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-26-56-19-PM.png?width=75&name=image-png-Aug-31-2022-07-26-56-19-PM.png) - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-27-08-81-PM.png?width=556&height=277&name=image-png-Aug-31-2022-07-27-08-81-PM.png) - - Open an Accounts Receivable account and use the **Navigate** buttons ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-27-18-86-PM.png?width=106&name=image-png-Aug-31-2022-07-27-18-86-PM.png) to page through AR Accounts in the list, filtered or not filtered (see Filters) in order of the current column sort - AR List **Context Menu** - right-click on any line to display ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-28-38-56-PM.png) - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-28-45-77-PM.png?width=20&name=image-png-Aug-31-2022-07-28-45-77-PM.png) Export** Accounts Receivable Accounts in your filtered or un-filtered list in Excel or CSV type ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-29-04-18-PM.png)  - will export all Accounts visible, with the current column layout and sort order - click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-29-56-66-PM.png?width=20&name=image-png-Aug-31-2022-07-29-56-66-PM.png)  **Export** **![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-29-45-17-PM.png)** - choose the location **File Name**, and **Save as type![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-29-34-38-PM.png) ** - **Save** - option to **Open File** right away - from excel, make any changes or build any desired formulas - **Print** (see [Accounts Receivable - Reports](https://cs.geminilogic.com/en/manual/accounts-receivable-reports)) [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)