System Administrator Portal Administrator User

Hi,

If you go into the General Ledger Module and choose Reports, then the Trial Balance will be an option there. Once you enter the details of how you need it ran, it will create the report and you will be able to export it at that time. If you have any issues, please submit a case and one of our Accounting Core Technicians will be able to assist further.

Thank you,
M3 Support

Hi John,

From the user interface, there is not a way to change this number; however, a case has been created so that one of our Support Specialists can work with you to accomplish this request.

Thank you,
M3 Support

Insight is here!!

We are excited to have our new Business Intelligence tool available for customers - "Insight". If you would like more information on this product, please contact your Regional Salesperson or submit a case and we will be glad to reach out.

Thank you,
M3

Hi Julie,

A case has been created on your behalf for this question. A support technician will reach out as soon as possible.

Thank you,
M3 Support

Hi Judy,

Currently, when importing invoices, they can only be imported with a payment type of Regular. M3 is currently working on an enhancement that will allow the invoice to be imported with the payment type that is set as the Default Payment Type for the Vendor associated with the invoice. We do not yet have a verified ETA on this enhancement, but our Development teams are actively working on it so we would expect it to be included in a release within the next few months. We will update this thread when this option is made available within Accounting Core.

Thank you,
M3 Support 

Hello Julie,

All journal entry transactions that are imported into the system must have a Company ID. The reason for this is because all journal entry transactions must be associated to the company level. 

Best Regards, 

Michael

M3 Support Manager

Hello Jennifer,

In short, this could be accomplished. Here is the general process. (If you need help with these steps, please feel free to open a support case and support team can assist further). 

1. Go to Maintenance>>Constants and create a new Image Constant (The Draft Logo would be uploaded here)

2. Go to Maintenance>>Financial Designer>>Layout

3. Copy the financial needed and ensure that Draft is part of the Financials Name

4. Edit the newly copied report layout and changed the Mode from Row Editing to be Report Attributes

5. Set the Watermark Option and select the Draft Image Constant (created in step 1) and select the option: Fill Page

6. Click Assign and assign the report to the appropriate property(s)

7. Click Save

Hi Kim,

We have created a Case for this issue so that one of our Technical Support Specialists will be able to reach out to assist as soon as possible.

Thank you,

M3 Support

Hello Ed,

The system does allow users to edit the account name to make it unique for a specific Company/Property, however, this is not recommended. We strongly suggest that if new descriptions are needed, that new accounts are added into the system. 

Best Regards, 

Mike - Support Manager