Michael Patterson

1. User Guide
2. Accounts Payable
3. Remittance Advice

Is there a way to see if you have already sent a remittance via email?  i.e. I don't want to send to supplier twice.  Previously in v.19 once you had emailed the remittance it would show the envelo...

• View comment
• Michael Patterson
• June 16, 2021 04:40
• 1 vote

1. User Guide
2. Accounts Payable
3. Unbatched Vouchers

When moving a voucher from a batch in one month to a new batch in the following month I used to remove it from the batch (therefore it became unbatched) then add it to a new batch where the date is...

• View comment
• Michael Patterson
• July 27, 2022 02:20
• 0 votes

1. Reporting
2. Crystal Reports
3. Display the Date an Event Changes to a Particular Event Status

Could you do this for a range of events within a certain date range rather than just one specific event? e.g. if you wanted to see on what date each event in quarter 4 of 2015 was changed to a "con...

• View comment
• Michael Patterson
• June 14, 2016 23:05
• 0 votes

1. User Guide
2. Service Orders
3. Copy Service Orders

In v.20 you can not copy a Fulfillment Order direct from the Account screen. If you have a standard monthly charge that you need to invoice it is easy to just copy the previous months Fulfillment O...

• View comment
• Michael Patterson
• June 01, 2016 23:44
• 0 votes

1. Configuration Guide
2. Invoicing
3. Adding Remit-To Information to Standard Invoice Reports

Where do you go to do this for Payment Plan invoices?  Or is that done via Crystal Reports for Payment Plan invoices?

• View comment
• Michael Patterson
• July 13, 2017 22:07
• -1 votes