If a group sale is pre-paid for a higher number of visitors than is checked in, there is no way to refund the portion of the payment that was originally paid. If you check in the group for the correct number of visitors, a balance due will show on the reservation. However, you cannot refund or edit...

Hi, I'm trying to determent which reporting is best to use, if any. I need to track orders that are place. Ideally, when a associate places an order. He/She can make an entry to the system. And when 30 days has past and the order is still outstanding. It suggest the order completion has not met....

Hi Karen- Thank you for your question. I apologize for the late response. Things get busy during the holiday season. :-) There are reports within Sphere and Friends Asking Friends that customer's use to balance their disbursement pay period with donor and giving data within Sphere. The most common...

When I run an open invoice report that includes an invoice that has scheduled payments, the entire remaining balance shows up on the open invoice report, even if future sheduled payments for that payment lie outside of the parameters set up in the general tab. I have attempted to create a query that...

Hi Adrian, Unforutnately I disagree with the previous post. We used to use the invoice date as the post date and could NEVER reconcile to the GL as there would always be an invoice being back dated. So now we use "today" as the post date. The only exception to using today as the post date is...

I have read the 2004 posted forums on how credit card payments are being tracked in Accounts Payable and wonder if any new solutions have been found for this? We make one payment to the Credit Card Co. (Visa), debiting an accrual, then JE the individual charges to the expense accounts on a monthly basis...

You can set a Business Rule to automatically apply new payments. From the Configuration page, click Business Rules, Highlight the General option, Select Always from the Automatically apply new payments and Automatically apply new credits drop-down menus. This can also be client specific by defining this...

Romy, We set up the credit card the way you explained and it works very well, however, we have run into a snag. We received an invoice from a vendor and paid the invoice. than we found the same amount on the credit card and it was paid by credit card. We called the vendor who issued a credit to our credit...

We are looking at adding a credit card as a payment option. We would like to code the expenses to each vendor, so we can still pull vendor activity reports. Is anyone else using a credit card for payment options, and if so, how do you have that set-up? Thanks for your assistance.