RIO Ready: Accounts Receivable Display Functionality
This functionality contains Custom Screen Flow and Custom Fields which together are intended to help give the ability to display Student Fees owing in the Student Community.
For example, in a Community Site for students, we could place the display component so that the students can see if they have an outstanding amount to be paid as they log in.
Note:
This module does NOT handle/process Account Receivable in itself, it's primary function is to allow information from external source (such as from an accounting app) with regard to Account Receivable value to be displayed in Community Site Page.
The displayed value can also be tailored with further logic if necessary through the formula field included.
Please note that this is only meant to store and display the information; in order for it to receive the Accounts Receivable amount value which is likely to be coming from an external app such as Quickbooks or Xero, a separate integration is required which is not included as part of this functionality and has to be handled on it's own.
This functionality assumes that once it is installed, such integration with whichever external data source involved will update the custom field provided in order to provide the user with the latest value.
What's included:
Flow:
A screen flow that can display the value of Accounts Receivable amount in Community.
To set this up, you can follow the steps here.