Articles
Adjustment History And Pending Approval - Reversed Adjustments Display Red (15370) [Enhancement]
An enhancement has been made to the History tab in Adjustment History - Pending Approval to highlight reversed invoice adjustments in red. Pathway: Accounting > Invoice Adjustment - Pending Approval And History ...
AR Payment Batch - Period Filter Updated (15368) [Enhancement]
The following enhancements have been made the AR Payment Batch screen: The previous drop-down Period filter has been updated to display as a month/year picker. If the selected time period is closed, 'Closed' will display in red. Pa...
AR Payment Batch - Auto Apply Check Box Added to Batch Details (15704) [Enhancement]
An "Auto Apply" checkbox option has been added to the Batch Details screen in AR Payment Batch for batch imports. Pathway: Accounting > AR Payment Batch ...
Auto Pay Management - Screen and Logic Updates (15713) [Enhancement]
The following screen updates have been applied to the Auto Pay Management screens: Tab: Scheduled Auto Pay 'Limit to Expired' checkbox added and records are filtered when checked. 'Limit to Last Payment Declined' checkbox added and records...
AR Payment Batch - Logic Updated to Credit Card Posting (15721)
The system's logic for managing payment batches that involve credit card processing has been enhanced. It now provides a "posting successful" message, indicating that payments will continue to process, instead of the error message users received pre...
AR Payment Batch - Search Field Fix (15790)
An issue has been corrected to display a distinct value when search results are returned. Pathway: Accounting > AR Payment Batch ...
AR Payment Batch - Option to Limit Bank Accounts to a Division Added (15845) [Enhancement]
The Bank Account Setup screen now includes the option to restrict bank accounts by division. When a division is linked to a bank account, only the bank accounts associated with that specific division will appear as a selectable option on the 'Create...
GL Transaction Processing - Logic Updated to Display the User Who Posted (15841)
The GL Transaction Processing screen has been updated to display the name of the user who processed single invoices. Pathway: Accounting > GL Transaction Processing ...
Unapplied Management - Modifications to Screen (15853,15828) [Enhancement]
The Unapplied Management screen has been updated with the following changes: Aging Buckets Aging buckets have been group under an 'Aging' column header and colored to match. A 'Deposit' aging bucket was added. Check box filters were added to ...
Adjustment History and Pending Approval - Screen and Filter Modifications (15865) [Enhancement]
The following changes have been applied to the History tab of the Adjustment History and Pending Approval screen: The Period filter has been changed from a drop down selection option to a Month and Year calendar picker. The "Approved By" Filter h...