Hello Randi Sue,
I have consulted with our Training Department to see if they would have any other suggestions, once I have heard back from them, I will contact you via email.
The system does require a posted invoice, in order to print a check. As a security feature, our system does not allow blank checks to be printed.
M3 Support Manager
The only way to mark a invoice paid by using a date in the past is using the manual payment option in the AP Module. The Manual Payment option will look at the Due on Date of the invoice to assign the Paid on Date. The manual payment option will force you to use a check number, please DO NOT make the check number higher then the number that prompts, otherwise this will disrupt your check number sequence.
If you have any question on creating/applying manual payments, please let me know and I will have a member of the support team reach out to assist.
At the present time our system does not support the ability to add a comment to budget line items. The best suggestion I could make at this moment would be to export the budget to excel and make any notes needed in corresponding column. I will pass along your idea for a comments section to our team that reviews enhancement requests.
M3 Support Manager
Yes, each of the control mentioned above are still valid. No additional functionality or enhancements have been added into the system. If you are looking for an additional control to restrict un-authorized payments, the only other suggestion that I could make would be to use the payment approval process.
Please let me know if you would like to learn more about this and I will have a technician reach out to provide feedback on how this function works.
The only way to access a list of Uncleared Checks would be through the most recent Cash Management Reconciliation. Please use these steps to access a report that will provide outstanding checks:
If you have any trouble with the process outlined, please let me know and I will have myself or a member of the support team follow-up by phone.
Please keep in mind that the Fixed Percentage option, as well as any percentage option in the budget, relies on the selection of at least 1 or more budget line items, so that the calculation can be completed successfully. At the present time our importing system does not have the logic or capability to import this type of calculation. I can make a couple of suggestion as work arounds:
If our support team or myself can be of any further assistance, please do not hesitate to let us know.
Hello Randi Sue,
From a Support prospective, we do have customers that ask about this from time to time. In the event that you need to preserve the data is the period that it occurred, for tax reasons, you may want to consider creating a new company.
In order to "transfer" the information, you can export the journal entries via the Import/Export Utility (Export Tab) Change the Company and Property ID to the "New" company and then re-import via the Import/Export Utility (Import Tab). If you would like more details please feel free to open a case with our support team and we will assist further.
I have created a case for the request above, a member of the support will be reaching out shortly.
At the present time there is not a way to remove companies/properties from the database that contains any type of history (Journal Entry, Invoice, Daily Report). Here are 2 options for you to consider:
If you have any further questions, please let me know and I can create a case for you.