Thank you!!

Thank you! Will this add it as a credit until we receive payment in full. Hopefully I’m saying this correctly. We have a few customers that for example their bill is $3000, but they can’t make payment all at once. We would we put this invoice in charge status and if they are bringing in say $500 per...

We are creating a desk level procedure mini manual to help with specific postings. In regards to receiving partial payment to go towards payment on a vehicle, what are the steps used to add that money to the credit report for that customer, so that we can apply credit when vehicle work is completed.

Does anyone know if it makes a difference when posting a payment if you go to the utilities screen, then key in invoice number and go to that invoice to post payment, rather than using the f5 , batch payment. Going further I will use the f5, but I’m just wondering if I affected anything doing it the...

I contacted the state sales board. This issue was due to a new field being added. This is resolved.

Hopefully this is the correct section to ask this question. In completing our monthly sales tax report with the California State Board of Equalization, the past 3 months it is showing we have overcollected sales tax by about $100 plus each month. Prior to this I have always matched to the penny. I h...

I’ve been reading different articles on the F5 Batch payment. The process I’ve been doing for example with fleet, we put the invoice in charge, then when payment is received I go to the invoice tab and find the invoice number, then click on the payment tab on the invoice and enter payment. My report...

In regards to the mobile manager, can you give me some more information on that. I do not think that is something we have at this time. Thanks

When adding notes on a work order, is there a function that will do voice to text? Thank you

We have been having trouble backing up at night. We have the largest GB. It will save and get to 100% and then it states "cannot back up". Do you have any suggestions. Thank you

We added tax to a non profit customer in error. How can we remove the sales tax from the customer. Thank you

What is the process for writing off/closing a bad debt on the Account Receivable Aging Report? Thank you

Thank you. I will do that. I have another question. I was posting a GE Fleet payment, the way that I currently do. However, I posted it all under discount. Is there a way to fix that. Thanks

I may have asked this question previously. Our GE Fleet discounts show up on the Cash Summary report as income, and I thought someone had mentioned that you remove this amount at the end of the year as income received. But my question is, if this shows up as income, I think we are being taxed on thi...

We received a partial payment from one of our Fleet accounts. At the time, I posted the partial payment, along with the GE Fleet discount. A balance was then left in the amount of $60.87. The invoice also shows the balance of $60.87 remaining. When I go to post that amount, I get the following notic...

On the GL/or payment section, we have it labeled as Direct Deposit and GE Fleet discounts. Can someone explain how I should set up this payment type so that it falls correctly on the Revenue by GL Account Report. Also what is correct way when using "Receipts paid on Account"? These also do not seem ...

I am reviewing the Cash Summary Report and Revenue by GL Code report weekly. The first two weeks in January 2017, the totals on both reports match. For the 3rd week in January, they differ by $2215.40. The only difference I notice is on the Cash Summary report it shows this amount in the section mar...

Carrie, Thank you. That's what I am doing. I was hoping there was another way, where it would not count as income. Thank you for your response.

I created a GL code for our GL Fleet Discounts, I am not sure what I did incorrectly, as the discounted amount is showing on the cash summary report as income received. Any help would be appreciated,

Thank you
Kathy

I would love to receive the Power Point regarding the reports that you are mentioning. My email is kathythomson042@gmail.com