MISCELLANEOUS RECEIVABLES UPDATE LOG

 

·        Only changes that apply to all customers are noted in the Change Log

·        This log only contains one year's worth of changes

 

 

 

Date of Change           Change Details

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4/16/2008         Invoice Post Date report field added to report writer

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1/31/2008         Option added when running the Invoice Short Listing which will allow users to not include Voided Invoices on the report.     

 

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12/3/2007         Added user preference option to copy a batch number from one invoice to the next

 

                  Option under General Setup/Invoice Options added to require a batch number when entering invoices.

 

                  Batch number filter added to the Billing Register Options

 

                  Cursor movement adjusted when entering in a customer.  Cursor will now skip the SS#, DL# and Exempt# fields.

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11/20/2007        Found and fixed bug.  When entering in receipts and first receipt was saved, as soon as you started to enter in the customer id for the next payment, it would give the “Windows has encountered problems and needs to close” error.  This has been found and fixed.

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11/13/2007        Added ability to add penalties to invoices that are 30,60,90 days overdue. The penalty option must be setup to add penalty line item to the existing invoice for this to work.

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11/09/2007        Ability to update billing address with the “Mail to” address from Tax or Assessing instead of just the

                  owner’s address.

 

                  Ability to select a particular service code when running a Billing Items Report

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09/12/2007        Data fields stmt_firstsvccode and stmt_firstsvcdesc now available for filtering when running the Customer Statement_Modifiable report.

 

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08/02/2007        Credit Memo report added to system.  Print button from the Credit Detail screen will now work and uses this new report to print the details of that specific credit.

 

                  Unapplied Payments amount now will display on the ‘Open Invoices’ screen as well as the ‘All Invoices’ screen.  The Customer Transaction Report will now also display the unapplied payments amount.

 

                  When running the penalty process, the system will now warn if there are any incorrect GL#’s during the trial run of the penalty process.

 

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06/20/2007        Force Caps in Text option was not working when adding a new alphanumeric customer id into the system.

                  If this option is turned on to force caps, it will now pertain to the customer id field as well.

 

When transferring delinquent invoices to the tax program through MR, there is now a final prompt that will verify which tax database the invoices will transfer to.

 

Lienable/Non-Lienable status can now be edited on an invoice

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