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With this function you can arrange existing Customer or Vendor Ledger Entries, adding, removing or grouping the installments. From the Customer Ledger Entries page, select the document to arrange (all installments will be searched by Customer No., Document Ty...

Original Due Date (that one of the posting phase) is added to Customer and Vendor Ledger Entries. The field is not editable for statistical purposes.

If indicated in Company Information page, the Activity Code field is defaulted on the documents that request it (Sales Header, Purchase Header, Finance Charge Memo Header).

Repayments is the function that allow to select multiple Customer or Vendor Ledger Entries and arrange them in new installments with new due dates. Setup Search for Repayment Setup and setup: No. series for draft repayments document No. series for issued...

Document Exchange functions accelerate recurring task in EDI operations. Exchange Profiles Several pages are improved with a new action "Document Exchange" that prompt to the user the available exchange choice for the selected rows. For example "Document Exc...

The function allows you to change the document posting no. before posting, for example to restore a previous deleted document.

In some scenario is necessary that warehouse bins can have negative inventory. This is possible through the flag "Allow Negative Quantity" in the "Bins" page. Be careful: this option can have unpredictable consequences.

If allowed by your organization, sometimes is ncessary to delete ledgers, for example in case of a massive mistake. Deleting legers is often prohibited and can make your accouting inconsistent. You must know what you are doing. User Setup To allow the funct...

To ease filtering of Customer and Vendors, a new field "Partner Group" is added to Master Tables. Some example groups: V-SER: Service Supplier V-LEA: Leasing Supplier IC: Intercompany Partner C-TOP: Top Customer "Partner Group" table is common to Cus...

Company Bank Account is copied from documents (Sales Header, Purchase Header, Finance Charge Memo Header) to related entries. The field is editable. Company Information The "Preferred Bank Account" field is added to "Company Information" to automatically ...

New enhanced fiscal reports are added: Customer Detailed Aging 2

The new action "Calculate Balance" allows you to view the progressive balance of the entries as shown on the page (with the same sorting and filters). The data is temporary but very useful to check amounts. Available in: Customer Ledger Entries Vendor Le...

Sometimes you need to create and post a new Sales Invoice linked to a Job / Job Task.  Usually the fields "Job No." and "Job Task No." are read only in Sales Invoice Page because you need to create first the related Job Planning Line. With this function the ...

"Fattura Stamp" is a special and mandatory tax if the sales document has no VAT. The "Stamp" can be only declared and paid by company or declared and charged to customer. To better automate this process, new fields are added to "Sales & Receivables Setup" pag...

During the closing of fiscal periods, it's often necessary to integrate the general ledger with adjustment entries. These entries are considered as draft or temporary, so them are not ready to be posted. The "G/L Adjustment Entry" is a specific table to regis...

Order types allow to group orders by several categories and easily find them. "Order Type" can be assigned to: Sales Purchase Orders or return orders Invoices or credit memo Order types extends invoice posting policy per document basis.

To ease filtering of Customer and Vendors, a new field "Partner Area" is added to Master Tables. Some example groups: C-EU: Central Europe I-NORTH: Italy North I-SUD: Italy South NY: New York "Partner Area" table is common to Customer and Vendors.

"Document Status" is a simple table related in several document list to easy group and filter the records.

"Improved Accruals" boost the standard deferral posting with new and useful functions. In sales and purchases document lines it's possible to directly insert accrual starting and ending date. In general journals too. Accrual dates are transferred to general ...

VAT Shareout ("Ventilazione" in Italy) is a specific VAT calculation tipycal of small business that handles multiple VAT rates. These business can declare to government that: Purchases are well divided per VAT rate Sales are made in aggregated form, witho...