• RE: Journal Entry Import Excel Format

    Marita,

    From the original post am gathering you are receiving the data from Paylocity and are charged with manually entering the data. If that is the case you can use the Modules: Import/Export Utility:  Journal Entry Import XLS file.   When this is imported into the GL the view and printing will be the same as any GL Journal entry that is printed.   

    I do have a question are you using M3 Time Management for your employees to record your time? If so we can check with Time Management Implementation to see if there is the possibility of working with Paylocity to get an automated import in place.

    If you need further assistance on this import please contact Tech Support via a case submission here on the Help Center,

    Thanks,
    Wil.
     
  • RE: Invoice Tagging - is this functional yet? Accounting Core 4.10 Release 05/27/20

    Good Morning Michael

    AP Tags :  To use this feature access to the enterprise level : Advanced :  Tag window will be needed to set up the tag names.  Once they are set up they will become available to use in the AP module.   This will usually be setup by the system administrator.

    I have created case : CAS-282243-K4L6T4 to have the technical documents sent to you - shortly.  However I have attached the document to this forum if you are able to download.

    Thanks,
    Wil
  • RE: When to adjust Accounting Period Date

    Hi Cody,

    Accounting Core allows as long as the accounting period is opened to submit invoices for not only the current period but also past and previous periods.    Thus as long as the August period is opened for both AP and GL, entering invoices that need to be entered in August can be entered and posted. This way they reflect the correct period.

    I have created a Case for this - as I want to make sure you have the information needed to assure these invoices are entered as needed. 

    Case number :  CAS-278740-K8H7P5

    Thanks,

    Wil -
    Technical Support

     
  • RE: Check Writer - Test button not there

    Hi Peter,

    The Print Test Check option will be available once you select the invoices to print checks for. When you are on the Edit List screen, once you click on Next after choosing the invoices, the next screen will be Ready to Print and you will see the option there to Print Test Check.

    Thank you,
    M3 Support

     

  • RE: Setting automatic border detection failed Error: Invalid parameter

    Hi Melissa,

    This error normally means that the scanner is not compatible to scan directly from Accounting Core. The option to scan to your computer and then attach via a specified folder will work. If you have questions on how to set up that folder and attach images from there, please submit a case and we will be happy to walk you through those steps.

    Thank you,
    M3 Support

  • RE: Best Scanner for invoice entry

    Below is an update on this thread regarding scanners. 

    • Panasonic KV-S1026C-MKII (Added June 2018 - can reach out to andrea@bbds.biz if interested in purchasing this scanner; please indicate to her that you are a M3 customer. NOTE: this contact does NOT provide hardware support for the scanner if you decide to purchase it)
       
    • Kodak E1035 (Added December 2019 - can reach out to andrea@bbds.biz if interested in purchasing this scanner; please indicate to her that you are a M3 customer. NOTE: this contact does NOT provide hardware support for the scanner if you decide to purchase it)
       
    • Kodak i1150 (this scanner is no longer in production; however a limited supply is available if you reach out to andrea@bbds.biz; please indicate to her that you are a M3 customer. NOTE: this contact does NOT provide hardware support for the scanner if you decide to purchase it)
       
    • Brother ADS-1500
    • Epson DS-510
    • Epson DS-560
    • Canon P-215II

    The above scanners should be available to purchase at any local office supply store.

    *As changes in Windows occur, some scanner models may become non-compliant with Accounting Core. We will continue to monitor and update this list when we learn of any models becoming obsolete.

    Prior to using the scanner for the first time in Accounting Core; it is highly recommended that the scanner software has been installed on the local computer, as this will help prevent most twain errors.

  • RE: AP invoice dates in a different year/period than the accounting period

    There should not be any issues with using an Accounting Period date in 2020 while the Invoice Date is in 2019. If you run into any issues, please feel free to submit a case and an Accounting Core Support Specialist will be happy to assist.

    Thank you,
    M3 Support

  • RE: Uploading excel budgets to M3

    Hi Ed,

    Yes, the ability to import budgets with Excel files is available within Accounting Core. You can download a template for the import within the Import Export Utility. Using this template, you should be able to copy/paste your values from your excel file into this template. At that point, you should be able to then import the Budget. A case has also been created for you regarding this question so that a Software Support Technician can reach out to assist if needed.

    https://help.m3as.com/content/solution-source/import-export-utility/how-to-download-a-budget-import-template---import-export-utility/

    https://help.m3as.com/content/solution-source/budget/

    Thank you,
    M3 Support

  • RE: Custom Row using Formula Builder is not working

    Hi Christian,

    The outcome to this issue was a result of a circular reference in the formulas created.

    Thank you,
    M3 Support

  • RE: Drill Down for JEID Supporting Documents

    Hi Christian,

    That is a great enhancement idea! This is currently not a feature available within Accounting Core. If you would like to add this as a possible enhancement for the future, please access this site: https://ideas.m3as.com/ and you will be able to add it here. You will be able to track it as well and other M3 users can vote on it, too.

    If for some reason, you cannot login to that site, please let us know and we can ensure your access is setup correctly.

    Thank you,
    M3 Support