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A minor grammatical correction was made to 'Invoice List Past Due Dunning Letter 3' in AR/AP Aging Management. A corrected sample letter is displayed below. Pathway: Accounting > AR/AP Aging Management ...
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An issue was discovered that prevented the Transaction Type from displaying for ACH/Bank transactions. This has been resolved. Pathway: Accounting > Credit Card / ACH Reconciliation ...
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Logic has been updated to the 'Adjustment History and Pending Approval' screen to load using the Adjustment Approval Limit instead of the previously used Invoice Adjustment Limit. Pathway: Accounting > Adjustment History and Pendi...
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The Billing Inactivity Fees screen has been updated to include a print option. Select the print icon and the invoice will open in a new tab in PDF format. An error screen displays if print is selected and no invoice was created (indicated if Invo...
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Previously, multiple billing batches were created for the same Division, Bill Group and Date Range when creating a single invoice and off-scheduled billing. This has been fixed. Pathway: Accounting > Billing ...
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An issue has been resolved that triggered a 'Failed to Transfer Payment' error message when attempting to transfer full or partial payments from one account to another. Pathway: Accounts > Account > AR History > Payment Reversal / Trans...
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Previously, when a task was opened from the Pending section of the customer's account, the 'Created By' field and the task note did not display. This issue was resolved. Pathway: Accounts > Account ...
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Account Request Management The Account Request Management screen has been modified with the following changes: Filter Changes Options in the Status filter have been renamed from Resolved to Completed. New Columns Added Completed B...
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Logic has been updated to Task 'count' to only include the logged in user's assigned tasks in the red bubble displayed above the Task icon. Pathway: Tool Bar > Tasks Icon ...
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Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, or be made available to all sites. After a Blanket PO has...