Auto Creditor Payment Allocation > New Menu Item
A new menu item called ‘Auto Creditor Payment Allocation’ has been created within the Creditor System. This will allow sites to perform the ‘Auto’ function found within ‘Creditor Payment Allocation’.
Author Archives: Janelle Lodge
Auto Payment Allocation > renamed
Menu item Auto Payment Allocation has been renamed to ‘Auto Debtor Payment Allocation’ within the Debtor System.
Small Business Supplier Payment Report > New Report
The new ‘Small Business Supplier Payment Report’ within the Creditors system gives sites the ability to report on allocated Payments to Small Business Suppliers (as listed in ‘Small Business Supplier Continue ReadingSmall Business Supplier Payment Report > New Report
Small Business Supplier Maintenance > new menu
A new menu item called ‘Small Business Supplier Maintenance’ has been created within the Creditors system. This gives sites the ability to maintain a list of Small Business Suppliers to Continue ReadingSmall Business Supplier Maintenance > new menu
Wrapper Configuration > Default Reports
The Email Subject field within Wrapper Configuration > Default Reports has been modified to support the merge field <REPORTNAME>. If set with this merge field, reports with a wrapper will Continue ReadingWrapper Configuration > Default Reports
Statement Message Maintenance and Statement eDoc Message Maintenance
Within Statement Message Maintenance and Statement eDoc Message Maintenance, The following selection Types have been renamed: ‘6-All Overdue Customers’ is now ’10-All Overdue Customers’ ‘7-All Customers’ is now ’11-All Customers’ Continue ReadingStatement Message Maintenance and Statement eDoc Message Maintenance
Export/Import Utility & Report Generator > new fields
Within Export /Import Utility and Report Generator, 2 new fields have been created. Carrier Output Account Type Desc Carrier Output Account Type These fields load from within the Customer Maintenance Continue ReadingExport/Import Utility & Report Generator > new fields
The Sales Enquiry menu is here to help!
Ever wondered why a Customer has a discount applied? Trouble working out what Pricing has been applied, why and from where? The Sales Enquiry menu can help to answer those Continue ReadingThe Sales Enquiry menu is here to help!
Customer Maintenance Deliveries > Carrier Output
The Carrier Output Account No. is now mandatory when a Carrier Output Account Type is selected (within Customer Maintenance > Deliveries) and vice versa. Please note the Carrier Output Account Continue ReadingCustomer Maintenance Deliveries > Carrier Output
Adjustment Note Maintenance > Type
Within Adjustment Note Maintenance, the system will now remember the last ‘Type’ selected per User/Port. Meaning, where sites use this functionality frequently for one selection type (Creditor or Debtor), they Continue ReadingAdjustment Note Maintenance > Type