Found 847 Results –
Page 53 of 85
Unallocate an A/R Payment
Ever applied an AR payment to the wrong invoice and needed to correct it days later? You can fix this yourself Simply call up the customer in the Customer Search screen and select Payments from the View menu Highlight the payment to be unapplied and select Unallocate Check from the Action menu **This […]
May 21, 2020
Criteria for Cycle Billing/Renewal Billing/Advanced Billing
Description In order for a contract to be CycleRenewal or Advance Billed it must meet the following criteria: Solution The contract to be Cycle/RenewalAdvanced billed: The ticket must be Open The customer must be an Accounts Receivable customer (or an Accounts Receivable customer on COD status coded as AC in the Customer File) or the option […]
Customers Come Up by Key Or Driver’s License but not by Name
Description A customer can be called up by account number or driver’s license number but not by name. Solution The technical name entry is missing. To fix it: Go into the Customer Inquiry screen and call the customer up. Enter c2 and re-enter the customer name The item should now be available. If this problem […]
Finance Charges Post to GL Acct 0
Description I am getting postings for Finance Charges to G/L account 0 in my interface. Why? Solution You have to tell the system what account for the system to post Finance Charge earnings to. To do this: Go into the Codes & Setup Menu Go into the GL Codes Add the appropriate GL acct to […]
Finding the Cause of an A/R Going Out-of-Balance
Description What to check if a customer reports that their AR total balance (in the Last 30 Day AR Totals) doesn’t balance with their Manual Control form/Spreadsheet. Solution Make sure they are using the correct reports to get their control values from. These would be: Cash Register Payment List for Invoices (NOT the Due column […]
Frequently Asked Questions Regarding AR Credit Training
Description Common questions regarding the Alert Accounts Receivable module Solution APPLYING CREDITS TO A CUSTOMER’S ACCOUNT “I’ve written a contract to the wrong customer; what do I do?” Write identical contract to original only with neg $ amounts Apply credit invoice to positive invoice on incorrect customer. Write new invoice to correct customer. WHY […]
Historical Aging Gives Allocation Error
Description Historical Aging gives message saying “invoices have incorrect allocations”. Solution This is due to the fact that the customer has had severe allocation issues in the past. This may be due to purging or deleting tickets. Typically these customers would not be able to take advantage of this report.
Increases/Decreases in Sales Tax
Description If you need to adjust the Sales Tax Table to increase or decrease the amount of sales tax collected please refer to the attached document. Solution See attached file
Enter an AR Payment for a customer with a $0.00 balance
Description How to Enter an AR Payment for a customer who doesn’t currently owe you anything. Solution ENTERING AN A/R PAYMENT ON ACCOUNT WHEN THERE ARE NO OPEN INVOICES… Customer Menu Customer Financial Processing Payments Choose Customer Number Message will appear that the customer has no open invoices. Press ESC 3 times to continue. Choose […]
Page 53 of 85
