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A few weeks ago, I posted about Fast! on The Book Bag blog (Student Billing). An AP customer asked if this same functionality was available in Accounts Payable, so I thought it would be a good topic to cover here. The answer to her question is YES ! AP...
Duplicate query results is extremely frustrating, but are they really duplicates ? When a record appears more than once, it could be that the record meets the query criteria multiple times or the output includes one or more one-to-many fields . The good...
No I'm sorry to say I don't have an answer to the gas price crisis, but I do have good news about city names. Do you have slightly different ways of spelling the same city in your database such as North Pleasantville, N Pleasantville, and N ....
If you are frustrated by looking at columns on records and wishing there was a way to remove them, your wish has been granted. Well, it has been granted in some areas including the Activity tab of records, Student Billing Detail tab of payments, the Line...
I review forums posts on a regular basis and came across this one that may be useful to AP EFT users. Megan Maurer from the International Justice Mission in Arlington, Virginia, recommends EFT-O-Matic from PalmettoTech. EFT-O-Matic automatically sends...
We all have monthly bills to process. Regardless if your organization needs to pay the bills or charge one of your clients, you need to go through the process of manually creating the invoices in AP or AR. Depending on the number of invoices, this process...
Most of the time paying invoices is a simple process: select the invoices to pay and click Print Now; just make sure check stock is in the printer . What do you do if an invoice is not listed for payment? You know the invoice is out there because it's...
If your fiscal year ended June 30, you may suddenly start receiving errors such as Period Closed or Period Not Found when posting to General Ledger. These errors happen when transactions post to a hard-closed, soft-closed, or an undefined fiscal year...
Have you ever found yourself in a situation where you're looking for a transaction but it's missing from the Activity tab of the record? You know the charge exists because you're the one that added it or you've seen it before, but where...
If you use Accounts Payable, at some point you'll need to credit a vendor, reduce the vendor balance, or decrease the amount of an invoice. There can be over one hundred reasons for needing to credit a record, including receipt of an overpayment refund...
A common headache we all get from time to time stems from printing checks. Maybe you go through the process of printing checks to later realize that the check stock was not in the printer. Perhaps the checks show in the bank register but the checks did...
Hey blog readers! A pain point with a lot of our customers with the optional module, Cash Management, is the dreaded bank reconciliation...dunh DUNH DUNH . This is an easy process when you balance , but can be a huge headache when you don't. For those...
Hey blog readers! We are often asked why Accounts Payable users are not able to update a vendor tax ID, so I thought this would be a helpful topic to talk about today. Beginning in The Financial Edge version 7.70 we implemented personal information security...