Accounting |
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Accounting |
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Accounting |
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Accounting |
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Navigation: Accounting
Available options: •Create and Process Statements •Re-Generate Last Statement PDF Files •Billing Accounts Payment Manager •Preview InterCompany Open Invoices •Generate InterCompany Credits •Process Online Tax Invoices Month-End |
Accounting menu |
Under the Accounting menu at the top of the toolbar there are two new options:
• Preview Inter-Company Open Invoices: This option will produce an Intercompany Unpaid Invoices report
• Generate Inter-Company Credits: Selecting this option will generate one credit adjustment for each customer account that is marked as an Inter-Company account. The credit adjustment total will total to the sum of all unpaid invoices and applied the distribution to each invoice. When generating intercompany credits, selecting a Credit Reason is required, GL Account selection is optional.
The Patient Last Name for these credits is set to "InterCompany Credit'.
Please note: If the customer account has existing unapplied payments or credits, an error message notification will generate instructing the user to review the account activity and first apply the unapplied transactions before generating the Inter-Company credit adjustment.
