Allow all customer address ID's in Email Setup


Customer has multiple address ID's. Defaults are set to: Bill to = ACCOUNTING, Statement to = STATEMENT. In some cases they have the same person's email address. When setting up the Email for customer statements, the STATEMENT address ID is not available because the email addresses for ACCOUNTI...

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Category: Financials - Accounts Receivable (54)

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IM make Posting Date = Batch Posting Date, not transaction posting date


In Integration Manager when importing transactions, the posting date field is apparently tied to the transaction posting date, not the batch posting date. Since many companies post by batch date to the GL, it only makes sense that the posting date in IM be the Batch posting date. That way of t...

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Category: Tools - Other (23)

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Declined