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System Administrator Portal Administrator User

System Administrator

Joined: 12/3/2015

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

    Wed, 22 Jan 2020 01:45:40 GMT – 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

    Thu, 21 Nov 2019 19:10:36 GMT – 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

    Tue, 22 Oct 2019 23:45:27 GMT – 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

    Tue, 22 Oct 2019 23:43:18 GMT – 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

  • RE: Budget Update

    Wed, 16 Oct 2019 17:26:40 GMT – Budget Update

    Hi Tiffany,

    We do have some updated Budget videos under our Webinar Videos section. Here is a link to the Budget/Forecast Webinar videos: https://help.m3as.com/content/videos/monthly-free-webinars/webinar-index/budget-and-forecast/

    Thank you,
    M3 Support

  • RE: Vendor reimbursement of credit

    Thu, 05 Sep 2019 17:08:30 GMT – Vendor reimbursement of credit

    Hi Rose,

    You will want to create an invoice to clear the credit memos out of Accounts Payable - ex. if you have a $500 credit memo, you would create a $500 invoice and then apply the credit memo to zero out the balance.  You will deposit the check that you received from the vendor in Cash Management.

    Thank you,
    M3 Support

  • RE: Custom Row using Formula Builder is not working

    Thu, 29 Aug 2019 20:02:02 GMT – Custom Row using Formula Builder is not working

    Hi Laurie,

    We have created a case so that one of our Insight/Operations Management Specialists can reach out directly to better assist.

    Thank you,
    M3 Support

  • RE: Hide lines

    Thu, 29 Aug 2019 18:56:57 GMT – Hide lines

    Hi Abigail,

    Our Support Team has created a case for these questions so that the Insight/Operations Management team can reach out to assist.

    Thank you,
    M3 Support

  • RE: Intercompany AP

    Tue, 13 Aug 2019 22:06:22 GMT – Intercompany AP

    Hi Chad,

    Here is the link to the video for Intercompany AP: https://help.m3as.com/content/videos/monthly-free-webinars/webinar-index/intercompany/

    Also, here is a download for the Intercompany AP documentation: https://help.m3as.com/content/solution-source/intercompany-ap

    If you have any questions after reviewing these, please feel free to submit a case and one of our Software Support Specialists will reach out as soon as possible to assist.

    Thank you,
    M3 Support

  • RE: Creating "Saved Reports" file path on local PC

    Thu, 18 Jul 2019 18:04:14 GMT – Creating "Saved Reports" file path on local PC

    Hi John,

    If you go here: Maintenance : Companies Setup it will give instructions on how to setup the Enterprise Export/Import paths. To create the folder on you own PC, you would have to locate the specified path name from Accounting Core and then on your PC, go to the C: drive and choose to create a new folder and name it the same as the path. Just as a reminder, the Default Path in Accounting Core is global meaning whatever path is setup there, all users within your company will have to use that same path.

    We have also opened a Support Case so that one of our technicians can reach out to check in with you should you need any further assistance.

    Thank you,
    M3 Support

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