iReceivable

s: Self
Registeratio 2011
n DTP
iReceivabl
Functional Desk Top Procedures: iReceivables es- Self
Register

Release 12.1.3
Created By Date & Time Version Description
Sunita Goel 12/21/2009 1.0 Invite a Existing
supplier to iSupplier
Portal
Contents
Overview:...................................................................................................................................................3

Self-Registration:..................................................................................................................................3
Prerequisite:..............................................................................................................................................3

Self-Registration Process:........................................................................................................................3
Log in as customer to your account.........................................................................................................7

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Created By: Sunita Goel
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Overview:
iReceivables is an internet based self-service application that both customers and
employees can access to access Receivables data:

 Customers can perform extensive inquiries on their own accounts- view account
balances and aging

 Dispute Bills

 Pay Invoices

 Review Account balances online

 Print copies of invoices and credits

 Download statements

 View current status of dispute

 Contact AR departments for comments and questions on-line

 Match credits to invoices

 Integrated with iPayment to allow customers to pay online

 Can be used for internal inquiry by sales person, the credit department and
customer service representatives (they have no ability to transact).

Self-Registration:
Allows the customers to self-register to access their account information using web
portal.

Prerequisite:
 Must have customer number, credit memo number, debit memo number, invoice number or
payment number.

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 PBSO portal must have a link to iReceivables page

Self-Registration Process:
The customers will be accessing iReceivables from PBSO portal which will route them
to this page:

Step1) Log into PBSO portal Page to access iReceivables

Step 2) Identify yourself by selecting customer number, invoice number, DM, CM, or payment
number. Enter the Value for the selection criteria chosen above, enter your valid email address
and user name then click ‘Next’

Page 4 of 19
Created By: Sunita Goel
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Step 3) Select All Locations or specific location if you more than one location and click on Next
which will generate “Access Request” form.

Step 4) Enter all fields. All mandatory fields are denoted by ‘*’. After entering all the fields as
designated below, enter ‘Next’

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Step 5) Access Request: Review Request page will be generated. Please review information
and then click on submit button.

Step 6) you have to check Agreement to Terms and conditions otherwise this message will be
generated:

Click on ‘Submit’ button again and a message will generate for your request

You will get an email to your email you registered under.

Page 6 of 19
Created By: Sunita Goel
Copyright © 2011. Paradigm Application Solutions, Inc.
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Log in as customer to your account
Once you are successfully registered you can log into your account via PBSO internal
portal

Step 1) Log into your account using your username and password from self registration

Step 2) Click on iReceivables Account management Responsibility:

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Step 3) Click on Customer Access menu

Home page will be generated:

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You can view your current balances or click on to see aging of your
balances. You can click on Overdue Receivables to see details of overdue receipts.

Page 9 of 19
Created By: Sunita Goel
Copyright © 2011. Paradigm Application Solutions, Inc.
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You can change the format to EXCEL, PDF, or RTF and click on export to export the
data or alternatively click on transaction number to see transaction details.

Click on Transaction Number:

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Created By: Sunita Goel
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You can export the data, click on printable page to print the transaction, Dispute or view
activities against the transaction.

Activities:

Click on Export:

Choose open with or save file

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Click on OK

File is opened in Excel format

Click on Printable Page:

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Click on ‘X’ to close the form or print the page

Click on ‘Dispute’ to dispute a transaction

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Created By: Sunita Goel
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Select reason for dispute and click ‘Next

Enter Amount or percent and comments and click on ‘Next’ to proceed with dispute.
Review credit page will be generated. Click on Submit to confirm

Page 14 of 19
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You can return to account details or View Credit memo request:

View CM request:

This is a request, once approved credit will be generated

Click on Return to account details

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Created By: Sunita Goel
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You can modify your search to view transactions by an status, by specific transaction
type or use advanced search functions:

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Created By: Sunita Goel
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Click on More search options to restrict your search:

For example to search by specified dates, click on transaction date from and to button and
then ‘Go’ button.

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You can click on tab ‘Home’ to go back home any time.

Down load statement:

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 Page 19 of 19
Created By: Sunita Goel
Copyright © 2011. Paradigm Application Solutions, Inc.
All Rights Reserved