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  • RE: Searching ALL invoices

    Good evening,

    In Accounts Payable module, select Reports-Batch Invoices. Enter the filter parameters desired and when the report populates click the search (binoculars) icon. You can use this to search by invoice number, amounts, description, etc. 
  • RE: install printer

    Please use the following link for installing default printers for reports, check printers, and other external hardware devices: Hardware and Setup Troubleshooting
  • RE: Intelligent Imaging

    Good afternoon,

    The document tray is just for storing the images. Vendor lists will not be available until the next steps. Should further assistance be needed, please use the following link to create a ticket for the next available Support Specialist to reach out: Case Submission
  • RE: GL Code on Daily Revenue Input

    Thank you for your feedback. For enhancement requests such as this, we encourage users to visit Ideas to submit the entry. Within our Ideas Portal, users are empowered to make suggestions and are able to view votes and status of their entry. All entries can be voted on by other users, and are reviewed by members throughout our organization (including our Executive Team) to be considered for future enhancement.
  • RE: how do I install a scanner?

    Good evening,

    Please see the following link for new scanner install. If the scanner is not compatible for direct scan, you may scan to your designated M3 folder as a PDF and attach images using the "Browse Pre Selected" option.

    Hardware and Setup Troubleshooting
  • RE: Accounting Core - Resolution Issue

    Good afternoon,

    Accounting Core is not optimized for use on mobile devices without access to a C: drive and is recommended for screen scaling of 100% on laptops and/or desktops or 125% scaling on high definition and/or wide screen monitors with Citrix set to High DPI. Please see the below link for full details:

    Display Issue Troubleshooting
  • RE: font size on M3 software

    Good afternoon,

    With recent versions of Citrix, updating your Citrix version may not be necessary to resolve your display issue. Please use the following link (click HERE ) for recommended display settings and how to adjust High DPI settings in Citrix to help with your current view. 
  • RE: M3 reconciling cash using bank excel upload

    Good evening,

    M3 does have a training video that was done as part of our monthly webinars. This may not be exactly what you are looking for, and might want a more direct customer feedback, however I do hope it helps give a visual of the process. The video can be viewed on the following link, and will just require a quick registration: Bank Reconciliation Import Video
  • RE: 1099 reporting to IRS greater than 10 vendors

    Good afternoon,

    This information can be exported via the Import/Export Utility Module. Select the Export tab, and select the vendor payments export. More information on 1099, including this option, can be found on the following link: 1099 Documentation Page
  • RE: TIFF File Merger

    Good evening,

    When scanning multiple invoices, separator pages are needed. You may either print these and scan them back in with the invoice files, and set your scanner to scan to TIFF with the help of your IT team, or use Microsoft print to PDF to print the separator pages and use an online merge and converter tool like Adobe Acrobat Pro to get a TIFF file. Please make sure it meets the required specifications. More information on using Document Imaging and the requirements can be found on the following link: Document Imaging.

     A tiff file scanned at 200dpi, B&W, and Compression Group 4
    • You will find these settings in your scanner software or the 
    scanner menu if it is a larger printer/scanner