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Last Updated: 01/28/2025
in Database Home
Pathway: Database > Import > Import Balance Write Off The following article captures the requirements of importing balance write offs for an account. This process cannot be undone. Before proceeding with the import, ensure th...
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A new import option, Import Balance Write-Off , has been added to the Database module. This feature is accessible only to users with the appropriate authorization. To enable this functionality, a new permission– 473 (Import Balance Write Of...
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Last Updated: 01/28/2025
in Database Home
Pathway: Database > Import > Import Account Notes; Import Site Notes The following article captures the requirements of importing account and site notes. Required Permissions The following permissions are required to acces...
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A new "Unapply All" button has been added to the Invoice Application screen for easier management. Pathway: Accounting > AR Payment Batch ...
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The User Activity screen has been updated to better highlight activities with associated details. Clicking on an activity will display its details in the lower grid of the screen. Pathway: Accounts > User Activities ...
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The Period drop down in the Invoice Adjustment screen has been updated to show only the current period and the previous period, provided the previous period remains open. Pathway: Customer Service screen > AR History > [right-click on] ...
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Last Updated: 01/24/2025
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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Last Updated: 01/24/2025
in Sales Home CRM Sales Workflow
This article outlines the remaining stages following the sale of an account and the hand-off to the Operations division for servicing setup. Prerequisites: Review the following articles to better understand the sales workflow leading up to clo...
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Last Updated: 01/24/2025
in Sales Home CRM Sales Workflow
This article provides details and links about tools and features that can help you manage your sales pipeline. Prerequisites: Review the following articles to better understand the sales workflow leading up to sales pipeline management: Cr...
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Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...