New Articles

Updated Articles

  • Contracts:
    • Added information about where the various default dates and the default payment plan are coming from.
    • Added a note that only orders not already on a contract with a Firm status will display when adding orders from the Add Contract window.
  • Add and Remove Orders on Contracts: Added a note that only orders not already on a contract with a Firm status will display when adding orders from the Edit Contract window.
  • Online Space Booking Configuration: Added configuration and user assignment requirements for events to display on the My Events page.
  • Book on Behalf of: Added a note about how Book on Behalf of and Booking Roles work together.
  • Payment Applications and Configuration:
    • Added additional information about the custom filter fields.
    • Added a note that a Web User is needed for reports.
  • Delete or Inactivate a Resource: Added information about when and how to inactivate a resource when tied to price list items and orders.
  • We have reworked two articles about emails:
    • Send Emails: This article includes the process for creating and sending emails, including read receipts, replying, forwarding, and resending.
    • Manage Emails: This article includes other email functionality: email logs, viewing emails, printing emails, deleting emails, and importing emails.
  • Inline Notes: Clarified that the inline note field is added on the Edit window.
  • Replace Resource Codes: Added guidance for resources associated with inventory items.
  • Confidential Events: Updated instructions to reflect that the confidential account/contact is pre-selected.
  • Manage EFT/Check Export Formats: Thorough update of entire article including new information about file types, a new organization parameter for SEPA files, and clarified steps for format configuration.
  • Reprice a Service Order: Added a note that the item must also be on the same order form on both the service order and the price list for it to be repriced.
  • Invoice Orders: Clarified when the invoice number is stamped on the invoice record.
  • Added a callout that the Personnel designation status on an account or contact should be set to Not Applicable on any accounts which should not have access to back-end processes to these articles:
  • Manage Duplicate Accounts and Contacts: Article updated with clarification for end users about checking for duplicates and merging accounts and contacts.
  • Ungerboeck Web Add-In: Added information about how the extension interacts with Chrome and the Web Add-in.
  • We also have a year-long project working through the knowledge base to ensure all content is up to date and in line with our style guide, and also to identify any content gaps. We'll be publishing lots of updates but will only list articles here which have substantive changes to the content (as opposed to editorial updates).

Additions and Updates for 2024.3

New Articles

Updated Articles

New Articles

Updated Articles

  • Add a Resource: Added a note about when the Billable checkbox is not available.
  • Upsell Items: Added the Add-On upsell type to step 8.
  • Configure Rates and Surcharges for Labor: Added a note that the Personnel Management module is needed to access the Availability tab.
  • Purchase Order Contracts: Updated with a new Access Privilege which can be used to restrict users from accessing Purchase Order Contracts based on department.
  • Manage Fixed Assets: Renamed and revamped to include new automatic journal entry creation for Depreciation and Retirement batched. The end-to-end Fixed Asset process is now available in this single article.
  • Depreciate Fixed Assets: This article has been retired and replaced by a section in Manage Fixed Assets.
  • Fixed Asset Journal Entries: This article has been retired and replaced by a section in Manage Fixed Assets.
  • External Systems and IDs: Now available for Event Opportunities and Events.
  • Audit Log Tracking: Updated for activities being sent to Recipient List on audit log transactions.
  • Public Password Schemes: Updated with 2023.1 enhancement, where Internet Passwords are also restricted by any public password schemes assigned on an Organization or Site level.
  • Manage Passwords for Public Facing Applications: Updated with 2023.1 enhancement, where Internet Passwords are also restricted by any public password schemes assigned on an Organization or Site level.
  • Payment Methods Overview: Updated with the automatic update on a Failed status.
  • E-Payment Application Configuration: Updated with a new partial payment configuration field.
  • Payment Plans: Update with behavior change made in 2023.2 and above. The Paid column of a Memo Payment Plan step will be updated to Yes when a full payment is made via the Registration portal.
  • Sending Emails: Email Logs now available when sending emails.
  • Exhibition Defaults: Booth Status now available as a default option. 
  • Export a Screen: Now able to rename the file in the added field for File Name/Header.
  • Housing Overview: Added sections to incorporate Hospitality feature within Housing.
  • Room Types: Added information for Hospitality feature.
  • Property Accounts: Added information for Hospitality feature.
  • Add an Event Opportunity: Additional sections added to allow for capturing revenue and space requirements. Can be used in conjunction with Hospitality feature.
  • Event Opportunity Room Flows: Added information for Hospitality feature.
  • Physical Count Batches: Adding information about tagging events on Physical Counts Batch to create additional inventory transactions.
  • Search Using the API: Added instructions to search on state code.
  • Confidential Events: Updated the directions for giving access to confidential events.
  • We also have a year-long project working through the knowledge base to ensure all content is up to date and in line with our style guide, and also to identify any content gaps. We'll be publishing lots of updates but will only list articles here which have substantive changes to the content (as opposed to editorial updates).

 

New Articles

Updated Articles

  • Revenue/Cost Distribution for Resources: Replaced instructions regarding Organization Parameters with instructions for General Ledger Configuration. Updated terminology to include using Main GL Accounts for customers using GL Dimensions (Main GL Accounts).
  • Send an Email on Behalf of Another User: Added information about how replies route
  • Manage User Personnel Account: Updated information on linking Personnel Accounts to User IDs and editing and retiring accounts.
  • We also have a year-long project working through the knowledge base to ensure all content is up to date and in line with our style guide, and also to identify any content gaps. We'll be publishing lots of updates but will only list articles here which have substantive changes to the content (as opposed to editorial updates).

New Articles and Updates for the 2024.2 Release

Other New Articles

Other Updated Articles

  • Using the Support Center
  • Inventory Transactions
  • XML Import Utility Installation Instructions: Added a note that this feature has not been supported.
  • Supplier Prepayments: Updated the introduction to include clarity around Supplier/Vendor terminology, as well as providing a more detailed summary of the topic and process. Added clarity to the process steps and updated the terminology for Vendor Invoices in Voucher Processing.
  • Prefixes, Suffixes, and Salutations: Clarified how language and gender settings affect whether an option appears on the contact record.
  • Accounts Payable Access Privileges: Security section updated to include clarity around using multiple Access Privileges for Vouchers.
  • Purchasing Access Privileges: Security section updated to include clarity around using multiple Access Privileges for Vouchers.
  • Voucher Processing (Supplier Invoices): Article renamed to align with system terminology. Introduction updated to include clarity around process and Security updated to include clarity around using multiple Access Privileges for Vouchers.
  • Momentus Phone: Clarified how to see Phone on your desktop computer.
  • Google Analytics Configuration: Updated to included a note about the change of support from Universal Google Analytics to Google Analytics 4, from version 23.1 onwards. Added clarification of terminology and an example of a Google Analytics 4 Tracking ID.
  • Email Encoding: Article renamed from 'External Emails Sent is Foreign Language' and descriptions added for each encoding option.
  • We also have a year-long project working through the knowledge base to ensure all content is up to date and in line with our style guide, and also to identify any content gaps. We'll be publishing lots of updates but will only list articles here which have substantive changes to the content (as opposed to editorial updates).

New Articles

Updated Articles

  • JWT Migration FAQ: General update and updated the end-of-support date.
  • Accounts Payable End of Month and Year Processes: Updated the organization parameter for Event Prepaid Expenses.
  • Create Word Merge Documents Using the Office Add-In: Updated information for which Document Template feature should be used. 
  • Ticket Submission Information: Added information about how to designate or change your Main Support Contact.
  • Diagram Items: Updated steps to assign resources
  • We also have a year-long project working through the knowledge base to ensure all content is up to date and in line with our style guide, and also to identify any content gaps. We'll be publishing lots of updates but will only list articles here which have substantive changes to the content (as opposed to editorial updates).

New Articles

Updated Articles

Updates related to the 2024.1 Release

Other New Articles

Other Updated Articles

New

Updates

 

New articles related to the 2023.2 release

Articles updated for the 2023.2 release

Other Updated Articles

 

 

 

 

 

 

The release notes for the upcoming 2023.2 release are now available: Release Notes: What's New in 2023.2.

New Articles

Updated Articles

Updated Articles

  • Ungerboeck Web Add-In: Added additional steps when troubleshooting the USLP900 file.
  • Copy Functions: Clarified that if you check Payment Plans when copying functions, not only do the order payment plans copy to the new orders but new payment plans are also created.
  • Access the Merchant Portal (Momentus Payments): Clarified that when you first log into the Merchant Portal you land on your Okta dashboard.
  • Getting Started with Webhooks: Updated instructions and sample code for creating a webhook receiver.
  • Online Space Bookings Configuration: Clarified description for Order Processing Component Configuration in the Settings tab.

 

New Articles

 

Updated Articles

Archived Articles

  • Activity Notification Emails Not Sent on Time has been archived. The information it contained was no longer applicable.

New Articles

 

Updated Articles

New Articles

Updated Articles