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The following enhancements have been applied to the AR Payment Batch screen: The 'Bank Cleared Date' column has been relocated to display next to the 'Date' column. A "Change Account" option (available by right clicking within the row of the acc...
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The following changes have been made to the Pipeline Opportunities screen: The previously displayed checkbox filters have been moved to the top of the screen and are now presented as dropdown selections. The default setting for each is 'All.' ...
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Created On: 11/15/2023
in Accounting Home
Pathway: Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen offers a clear and detailed record of all credit card and ACH transactions for a specified time period. The displayed results are based on ...
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Pathway: Accounts > Search > Accounts Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of paymen...
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Created On: 11/14/2023
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
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Created On: 11/14/2023
in Accounting Home Pathway: Accounting > Period Closing The Period Closing screen provides a list of divisions for which the AR (Accounts Receivable) period can be closed. Once closed, the system restricts any further AR activity within that period. It's imp...
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Service Record logic has been updated to prevent the rounding of the Gross Qty and Charge Qty fields to 2 decimal places. Pathway: Accounts (Customer Service Screen) > Service Record - Charges tab ...
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Pathway: Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batc...
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Improvements have been applied to the format and display of the 'Account Balance Due' and 'Past Due' fields, along with the 'Make a Payment' button for invoices. Additionally, a "Login to Portal" link has also been added. Pathway: Ac...
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The Dispatch screen has been updated to group routes by Division, Line of Business and Date. Pathway: Operations > Dispatch ...