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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

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

Hi Christian,

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

Thank you,
M3 Support

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

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

Hello Ed,

I believe a case has been resolved for this issue--if you are still experiencing problems, please let your responding technician know so we can reach back out to assist as soon as possible.

Thank you,
M3 Support

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

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

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

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