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Month: July 2020

Debtor Configuration > Auto Change Debtor Date

Posted on July 17, 2020 by Janelle Lodge

A new option called ‘Per Trading Schedule’ within the Auto Change Debtor Date Configuration has been added. This new option works with the new menu item Trading Schedule Maintenance allowing Continue ReadingDebtor Configuration > Auto Change Debtor Date→

Posted in Software Release Notes | Tagged Auto Change Debtor Date Configuration, Debtor Configuration

Task Controller Configuration > Creditor F/Up

Posted on July 17, 2020 by Janelle Lodge

Support for the new Creditor Follow Up function has been created within the Task Controller Configuration allowing sites to set the required reminder options for specified User groups.

Posted in Software Release Notes | Tagged Creditor Follow Up, Task Controller Configuration

Creditor Enquiry > Follow Up

Posted on July 17, 2020 by Janelle Lodge

Similar to Debtor Follow up, the Creditor Enquiry screen now has the ‘Follow Up’ function allowing users to enter details regarding contact with the creditor. Conversation notes can be logged Continue ReadingCreditor Enquiry > Follow Up→

Posted in Software Release Notes | Tagged Creditor Enquiry, follow up

Customer Alternate Search Key

Posted on July 3, 2020 by Janelle Lodge

A new Alternate Search Key can now be set to the Customers Phone Number/Mobile Number to assist Users when searching for a Customer in Customer Maintenance, Short Term Debtor Maintenance Continue ReadingCustomer Alternate Search Key→

Posted in Software Release Notes | Tagged Customer Maintenance, Customer Maintenance Search, Search Key, Short Term Debtor, Valued Customer Maintenance

General Ledger EMS Report

Posted on July 3, 2020 by Janelle Lodge

When printing the GL EMS Report, the user will now have the option to Print the report to Disk. When using this function, a Filename must be entered and a Continue ReadingGeneral Ledger EMS Report→

Posted in Software Release Notes | Tagged GL EMS Report

Report Generator > Search option

Posted on July 3, 2020 by Janelle Lodge

A new search field option called ‘Specified Filename’ has been created for Report Generator. This search will look for matches to the reports Output Filename. A new Description field has Continue ReadingReport Generator > Search option→

Posted in Software Release Notes | Tagged Report Generator

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