---
title: Navigating Account Receivable
description: This guide explains how to review, reconcile, and capture a formal snapshot of Accounts Receivable so billed items are properly categorized and tracked by month. It shows how to mark newly billed items as Immaterial (roll into the current month) or Material (assign to their original month), create and export a CSV snapshot, and store or release snapshots in Noteable for audit and reporting.
---

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September 9, 2026

# Navigating Account Receivable

## This guide explains how to review, reconcile, and capture a formal snapshot of Accounts Receivable so billed items are properly categorized and tracked by month. It shows how to mark newly billed items as Immaterial (roll into the current month) or Material (assign to their original month), create and export a CSV snapshot, and store or release snapshots in Noteable for audit and reporting.

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