Updated Articles

  1. Batch Print Invoices

    Easily reprint a group of Customer Invoices without having to select each Invoice manually at A/R / Batch Print Invoices . Use the filters and sorting options to help define the specific Invoices to print. ...
  2. Using Generic Prepay Automatically at Invoicing

    A Booking may be entered for a lump sum of money and be specified as a Generic Booking. This allows the prepay money to be automatically used on an Invoice depending on how the Generic Prepay Booking type is set up. The first step is to set u...
  3. Writing off Unapplied Cash Balance

    Go to the Payment on Accounts  screen, and select the Customer. Enter the amount of Unapplied Cash to write off in the Discount Amount field as a negative number. Enter a different account in the Disc Acct  field if an account differ...
  4. Customer Credits Report

    The Customer Credits report, found at Accounting / Accounting Reports / Accounts Receivable / A/R Status , displays Customers with open Credit Invoices on the Customer’s account. For Customers with Credit Invoices, the UAC  and Regul...
  5.  Batch Add Delivery Tickets

                            Accessed by choosing Batch Add at Inventory / Delivery Ticket , this function creates a series of duplicate Delivery Tickets for one Product by ...
  6. API 7.0.25540 | 05.14.2024

    FTM-3690 / Make Journal Entry APIs Public – The Journal Entry endpoints are now visible in the public help file. FTM-3774 / Delete Futures Month Record from FM Pricing Grid  – DELETE Futures Month Record was added to the Le...
  7. Blend Tickets Not Available to Import Into an Invoice

    When some Blend Tickets are not showing up to import into an Invoice, check the following: Ensure the Blend Tickets are loaded. Only loaded Blend Tickets are available at invoicing. If the Blend Tickets are loaded, check the Location of the Blend...
  8. United Suppliers / Aligned Ag Supplier eLink Setup for Purchase Order Import / Export

    The following steps outline how to set up Supplier eLink for the Purchase Order Import and Export. Setup Set up a B2B icon on the desktop by right-clicking and choosing New / Shortcut . On the Create Shortcut window, browse to the B2BConfg.ex...
  9. If Paid By Dates on Customer Statement

    The If Paid By dates available on Customer Statements convey what the Customer needs to pay by that date to stay current and it includes any Invoice with an available discount by that date. This allows the Customer to take full advantage of avai...
  10. Safety Forms User Guide

    The Safety Form feature allows users to document details related to a suspicion of a leak or interruption of service call.  Once documented, the record can be tracked to completion or resolution of the reported issue. Each form can be ...