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GL Batch Processing - AR Period drop down will list all periods for which AR records exists (13821)
The AR Period drop down field in the Pending and Posted tabs of the GL Batch Processing tool have been updated to list all AR periods that have an AR record.
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Pathway: Accounting > GL Batch Processing
Articles: N/A
Credit Card Expiration- Enhancements to Screen (13856) [Enhancement]
The following enhancements have been made to the Credit Card Expiration tool:
Added a new Active Services filter with options: All (default), Yes and No.
Added a new Active Services column to indicate if the credit card is linked to active services that will be billed for.
Added A right click option to send a notification to client about card expiration
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Pathway: Accounting > Credit Card Expiration
Articles: N/A
Payment Batch - Credit Card and Electronic Payments Unpost Option Removed (13883)
Previously, the ‘Unpost’ option was available for unposting credit card and electronic payments. This has been adjusted to only display for selection Now you must to them individually based on type.
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Articles: N/A
Credit Card Expiration - Addition of Automatic Notifications (13857) [Enhancement]
A new notification template has been created to notify an account's billing contacts that the credit card on file will soon expire. Notifications of an upcoming credit card expiration will be triggered 30 days, 7 days and on the current day of expiration. Billing contacts will receive notifications in the form of either a text or email based on their notification preferences.
Pathway: Setup > System > Notification Template - Credit Card Expiration
Article: N/A
AR Payment Batch- Error Message Displays When Attempting to Upload a File
Previously, an issue was causing an error message to display when a user attempted import a file into AR Payment Batch. This has been fixed.
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Pathway: Accounting > AR payment Batch