Articles
AR Aging Management (Accounting) - Multi-Select Added to Division Filter (17018)
In AR Aging Management, the Division filter was enhanced to support the selection of multiple divisions. Pathway: Accounting > AR Aging Management ...
AR Aging Management (Accounting)- Ability To Change Account Status Of Multiple Accounts (16999) [New Feature]
An enhancement has been made to AR Aging Management, adding the option to select multiple accounts when changing account statuses. Pathway: Accounting > AR Aging Management ...
AR Payment Batch (Accounting) - Total Counts Updated (17198)
A change has been made to the AR Payment Batch Screen to change the Open, Posted, and Voided count from a batch count to a count of payments. Pathway: Accounting > AR Payment Batch ...
AR Payment Batch (Accounting) - Modifications to AR Payment Batch (17209) [New Feature]
The following changes have been implemented in AR Payment Batch: Payment Source Setup A new Payment Source Setup screen has been added to Setup > Accounting. AR Payment Batch In the payment batch ...
Billing (Accounting) - '2 Week Frequency' Billing Updates (17268)
An enhancement now supports the 'Every 2 Weeks' billing frequency, automatically creating the next billing cycle batch once the current one is marked 'Completed.' Pathway: Accounting > Billing ...
Refund Request Management (Accounting) - New Feature and New Screen Added (17305, 17425, 17499) [New Feature]
A new Refund Request feature has been added to both the Customer Service screen and the Accounting module. Details about this feature, including setup, are outlined below. New Permissions Pathway: Setup > System > Permiss...
AR Payment Batch (Accounting) - Updates to Divisions (17384, 17385) [New Feature]
Warning Message Removed Previously in AR Payment Batch, a warning message would display if the searched account did not match the batch's division. With this update, the warning message has been removed. ...
Bill Group & Service Code (Setup) - Field Options Updated (17458)
In Bill Group Setup, the 'Anniversary 30 Day' option has been removed. In Service Code Setup, the Proration Method field has been updated to display only the options 'Calendar Days - Start and End' and 'Do Not Prorate' when the UOM is set to '4 we...
GL Transaction Processing (Accounting) - Update to Batch Grouping to Seperate Merchant Activity from Non-Merchant Activity (16731) [New Feature]
In GL Transaction Processing, merchant activity is now distinguished from non-merchant activity with the introduction of a new 'Credit Card/eCheck Batch' type. Pathway: Accounting > GL Transaction Processing ...
AR Payment Batch (Accounting) - Improvement of Payment Transfer Handling (17502)
The logic in AR Payment Batch has been updated to prevent un-posting a batch if it includes a payment transfer. If the Un-Post button is disabled, a message will display at the bottom of the screen, indicating one or more payments in the batch inc...
Billing (Accounting) - Hyperlinks Added to Counts (17475) [New Feature]
In Billing, the counts in the Invoice Count, Print Count, Notification Count, and Auto Pay Enrolled columns are now displayed as hyperlinks. Clicking a hyperlink opens a popup window with detailed information. Pathway: Accounting > Billi...
AR Aging Management (Accounting) - Min. Past Due Balance Filtering Fix (17582)
The Min. Past Due Balance filter on the AR Aging Management screen has been corrected to properly filter by the past due amount instead of the total amount. Pathway: Accounting > AR Aging Management ...
AR Payment Batch (Accounting) - Logic Updated to Division Filter and Import Button (17626, 17634)
Division Filter Previously in AR Payment Batch, selecting "All" in the Division filter loaded payment batches for all divisions, including those outside the user's access permissions. This has been updated to display payme...
Billing (Accounting) - Permission Logic Updated (17670)
The following permissions have been updated: Permission 109 : Renamed from View Billing to View Billing and Process a Billing Batch. This permission now controls access only to the Account / Billing screen. Permission 281 : Renamed ...
AR Aging Management (Accounting) - Screen Selection Updates and Enhancements to Context Menu Actions (17441)
The following updates have been applied to the AR Aging Management screen: Selection Model 1. Left-clicking on row: Left-clicking anywhere within the row will cause the selection of the row. 2. Right-clicking on row: ...
Billing (Accounting) - Billing Comparison Analysis Report Not Generating (17660)
An issue has been resolved that caused an internal server error when running the Billing Comparison Report, which previously resulted in no data being returned. Pathway: Accounting > Billing ...
AR Aging Management (Accounting) - Auditor Column Label Updated (17394)
The logic for the Auditor header in AR Aging Management has been updated to first check the Auditor Account Label field in System Options Setup and use the value listed. If the field is empty, the header defaults to 'Auditor'. Pathway...