These are the program changes from January to March 2015.
Accounts Receivable
- Reprint Invoices now has the option for a range of invoice numbers also. The desired invoices to be printed must meet the customer and invoice number ranges.
- Display order now has the option to change the customer number for the order. Click the button on the toolstrip at the top of the screen.
Financial Manager
- Customer profitability by list now has the option to print or export.
General Ledger
- Added a report to print the balances or month to date values for a range of dates. The Totals By Month report is located under the financial statements menu.
Contract Billing
- The FM Audit import now supports color level 1, color level 2, and color level 3 imports.
Sales Prospecting
- Appointments and prospect tasks can not be entered if the date is more than 7 days old. This can be set as a permission in the user permissions. Set the Allow Back Date permission to allow entry over 7 days old.
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