|
STARK Updates 8253 & 8253-AThis Help File Page was last modified on 05/16/2020 |
|
|
STARK Updates 8253 & 8253-AThis Help File Page was last modified on 05/16/2020 |
Scroll to Top of Page
Print Topic
Email Feedback
Show/Hide Expanders
❑Welcome to the Summary Page with the New Features in the MKMS Version 5.1.35.8253 and 5.1.35.8253-A Release.
•Several "bug fixes" have been completed during this series of updates.
•The major changes and enhancements are included in the Features List below.
❑Understanding the Features List:
•All of the Program Module(s) that are Affected are listed.
•The Chapter Links are provided for finding the instructions, illustrations, and details on the operation and usage of the new feature(s).
•A brief Description of the Enhancement is shown, sometimes with additional Chapter Links.
Program Module(s) Affected |
Chapter Links |
Description of the Enhancement |
|
|
|
See the New Auto Billing Features chapter for how to implement these new & revised features: 1.InnoEPay Payment Batch- File Generation Automatic Billings Setup Wizard Fully Automated Recurring Billing
|
|
3.InnoEPay 7.Payment Batch- File Generation 8.Automatic Billings Setup Wizard 9.Fully Automated Recurring Billing
|
MKMS now provides a Fully Automated Recurring Billing process for each Subscriber who has any Recurring Revenue records defined to be billed and will: ▪Identify who needs to be Invoiced daily ▪Creates the required Invoices ▪Posts any applicable Auto Draft transactions ▪Creates the associated Receipt record(s) oComments - If the Receipt was a Credit Card payment, the last four digits of that Credit Card's Number will be inserted into the Comments section of that Receipt record. ▪Deposits that revenue into the correct Bank Account
An Automatic Billings Setup Wizard is also provided. |
||
Multiple InnoEPay PINs are now supported based on the number of Banks into which InnoEPay must deposit Receipts.
When using InnoEPay as your Company's Payment Gateway and your Company is using more than one Bank for making Deposits via InnoEpay transactions, each InnoEPay Payment Gateway will make deposits directly to only one Bank. ▪Therefore, when your Company is using additional Banks for depositing InnoEpay transactions, your Company will need to get additional keys and have additional Payment Gateways defined - one for each Bank that will get those Receipts.. ▪As those additional Payment Gateways are identified, consider a naming method such as InnoEPay-Bank1, InnoEPay-Bank2, etc., with the actual Bank Name used in each case. ▪Also, if your Company will tokenize Credit Cards, all Tokens will be based on the default, so the other InnoEPay Payment Gateway will automatically recognize those Token. |
||
The Billing Cycles Form has been substantially updated to accommodate a variety of Payment Gateways and other automatic payment methods relating to the available Automatic Billing processes. |
||
The original Auto Billing process which is selected and run manually, will now use the more powerful Fully Automated Recurring Billing engine. ▪The Show Batch List option has been replace with a Show Invoices Generated option which displays the new Invoice List dialog. |
||
When ePay transactions are created as a manually executed Auto Billing process runs, the Batch Number for a Receipt will be comprised of the Receipt Type Code "#" followed by the Month "99" and Day "99" on which it is actually Deposited such as "80301" for a Check that was deposited on March first. ▪See the Defining your Company's Batch Numbers discussion in the E-Payments chapter for more information. |
||
Email Notifications for Invoices will now be inserted into the Customer History Grid, |
||
Email Notifications for Receipts will now be inserted into the Customer History Grid, |
||
Normally, when the History Options Date Range is selected (e.g., Last 30 Days, Last Year, etc.), only those transactions dated within that selected Date Range will be displayed. ▪However, there are times when your Company may post-date transactions to some future date, and those future transactions were never listed until they came within the selected Date Range. ▪Now, when the All History Date Range is chosen, transactions as much as two years into the future will be displayed. |
||
Added a "Dealer" option in the Details section of the Print Invoices dialog. Choosing this option provides the following functionality: ▪The Invoice report's Dealer format will have an initial summary page with the Dealer's Name and Sale Items that were Invoiced based on the other specified parameters, grouped by Sale Item ID and Price, displaying how many there were for that Sale Item at that Price. ▪Thereafter, the Invoice report's Dealer format shows subsequent pages with detailed sales information. |
||
|
|
|
▪A Department (Dept) column has been added to the Pending Work Orders List ▪The new Print Pending Work Orders option on the Actions Menu on the Pending Work Orders List will display a Print Preview of the Pending Work Order List as currently filtered and displayed in the Pending Work Orders Grid. |
||
Services Performed - This field on the Work Order Form is used to enter a detailed description (up to 500 characters) of the work that was performed. ▪This field may new be updated even after a Work Order is Completed and Invoiced because additional information may - and frequently does - become available later. |
||
The new Inventory Listing (Grid) Report provides a complete list of the Values and Quantities of Inventory Items - based on the "As Of Date" selected and the customized columns, order, format, and filters selected (explained below). ▪Understanding the Cost and Value columns on the Inventory Listing Report: The various Quantities listed on this report are those that are maintained by the Inventory Tracking System as Inventory Items and are tracked as follows: i.Inventory Used in Job Costing (see the Inventory and related sub-chapters in the Job Costing section of the Help Files) ii.Ordered (see the Purchase Orders chapter) iii.Purchased (see the Vendor Bills chapter) iv.Sold (see the Invoices chapter) |
||
There is a new Job Task Template option in the Miscellaneous sub-menu of the General Maintenance Menu. ▪Each Job Costing record will typically have many Job Task entries. ▪To speed up data entry and make these type of Job Task entries consistent, a number of Job Task Templates may be defined.
A Job Task Template definition may represent a specific set of one or more Job Tasks which your Company frequently is required to perform when installing and/or upgrading specific types of systems. ▪Multiple Sets of this combination of Service Type, Task, Contracted and Amount entries may be included in each Job Task Template. ▪Each set may have any combination of Service Type, Task, Contracted and Amount entries. |
||
|
|
|
Due Date - This field will be now populated with the Estimated Completion Date identified in the heading of the Job Costing record when it is initially entered. It may be changed as appropriate. ▪Use the Drop-Down Calendar/Date Entry field to revise the Date when this Job Task should be finished.
The Job Tasks tab on the Job Costing Form now includes an Import Template option.
Estimated Completion Date - This field will still be populated with the Estimated Completion Date identified in the Job Costing record when it is initially entered. ▪Use the Drop-Down Calendar/Date Entry field to change the Date when this Job Task is expected to be finished. ▪This date is used in the Job Tasks Aging As Of Report to track how the Service/Installation Department(s) are keeping up with their work (Job Task) requirements. |
||
The Job Tasks Report has been revised by adding a Due Date field and a new Due Date selection option. |
||
The Job Task Aging As Of Report has been revised by adding a Due Date field. Age of Job Task represents the number of Days between the Due Date and the As Of Date selected. |
||
The Inventory Usage Report has been enhanced to include: 1)Order By - Work Order 2)Work Order - If the Work Order Order By option was selected above, you may now include All of your Work Orders in the report, or the Inventory Usage of One specific Work Order. 3)Selection Type - You may now further Limit the report to the Inventory Items used on a Job, a Work Order, a Sale (Invoices), or include All (the default). i.Job - Include only Inventory Usage from Jobs. ii.Work Order - Include only Inventory Usage from Work Orders. iii.Sale (Invoice) - Include only Inventory Usage from Sales iv.All - Include all Inventory Usage |
||
|
|
|
A new Zones option on the Subscriber Form's Reports Menu provides a multi-section Grid with the CSIDs, CSID Zones information, and when available, the associated Call List for the selected Subscriber. |
||
The Data View tab - which provides a tabular (spreadsheet style) presentation of the selected data - has been added to the Open/Close Report |
||
When a CSID Zones was deleted, or the Zone's Description was changed, it was deleted from the Signal History table, as well. ▪The record of this Deletion and/or Modification will now be hard coded to the Signal History table for later Audit Reporting purposes. |
||
|
Main Form - Optionally, How to Refresh current User's Alarm Group assignments HOW TO TEST: 1. Log into CS 2. Start Signal Processing 3. Go to %LOCALAPPDATA%\MKMS & open the most recent CS Log file. 4. You should not find the following text in the file:
Signal Processing - NonRestoredTimerTimer - Refreshing Alarm Groups for SAW Signal Processing-NonRestoredTimerTimer - Alarm Groups for SAW refreshed. OR Signal Processing-NonRestoredTimerTimer - Refreshing Oper Skills for SAW Signal Processing-NonRestoredTimerTimer - Refreshing Oper Skills for SAW refreshed.
5. Stop Signal Processing and log out of CS. 6. Go to Company Settings and set one or both values for "RefreshSkillList" or "RefreshAlarmGroups" to T 7. Restart CS and Signal Processing. You should find the above verbiage in then CS Log file. Other Checks - Verify operation by adding a new alarm group and employee skill and assigning it to an operator. Generate a signal with the newly added information and confirm the operator is presented the signal. - Verify operation when one flag is on and the other is off. |
|
|
|
|
Version 5.1.35.8253-A |
|
|
MKMS STARK |
Backstage Menu System Keyboard Access has added "Ctrl+" the first letter of the menu's name (e.g., Ctrl+m to open the Maintenance menu list) to open each of the primary menus (no mouse needed). |
|
MKMS STARK |
A universal Contacts capability has been added to the system. ▪The Ribbon Menu on the MKMS Desktop's Receivables tab contains a new Contacts Icon which opens the Contacts Form ▪The Subscribers Form, Invoice Form, Prospects Form, Proposals Form, Vendor Form, Purchase Orders Form, Bills Form, and Work Order Form all provide a Contacts (Form access) option as well. |
|
MKMS STARK |
There is a new Customer Connect History (Grid) which displays the history of the Customer Connect Service's Communication transmissions. ▪It is a Grid with full search, column selection and rearrangement,sorting, filtering, etc., features and also provides Print, Export, and Email capabilities. |
|
MKMS STARK |
A new Salesperson Search field has been added to the Multi-Field Search Form. |
|
▪The Payment Gateways which are MKMS supported Automatic Payment Processors are: 3.InnoEPay
▪Manual Payment Gateways may be defined as needed
➢Note: Each Payment Gateway may be set up to be : i.the Default Payment Processor for Credit Cards transactions, or ii.the Default Payment Processor for ACH/Check transactions, or iii.the Default Payment Processor for both Credit Card and ACH/Check transactions, or iv.Not the Default Payment Processor for any Credit Card or ACH/Check transactions |
||
The new Payment Method Types Form is used to identify the various types of Payments which may be paid by and received from Subscribers ▪It allows you to identify the associated default Batch Number preface (see Batch Number Assignment discussion in the Receipts chapter for more information) that should be used to construct the Batch Number assigned to a Receipt record, particularly when executing the Post Auto Draft and E-Payments processes Most (perhaps all) of the required Payment Method Types have been pre-defined. |
||
The Subscriber Payment Methods dialog is displayed when a User selects the Auto Draft option within the Edit View of the Subscribers Form ▪It is used to identify the various payment methods which this Subscriber can use when they decide to pay outstanding balances on Recurring Revenue and regular Invoices through an Auto Draft process by using a Credit Card or approved Bank Draft. ▪This Payment may occur during the Fully Automated Billing or manually using the Post Auto Draft procedure. |
||
The E-Payments Form - which may be accessed three ways and can Validate and/or Authorize a one time Credit Card or Check (Bank Draft) Payment from any currently selected (1) Subscriber, (2) Work Order, and/or (3) Invoice has been substantially changed. ▪See the E-Payments chapter for complete information. |
||
The Post Auto Drafts dialog has been completely revised and now includes: i.Processor/Bank for Credit Card payments field which is pre-populated using the corresponding information for the selected Billing Cycle ii.Processor/Bank for Bank Accts payments field which is pre-populated using the corresponding information for the selected Billing Cycle iii.Generate Payment Batch option which generates the required Payment Batch file. iv.Review Cycle List option which displays the Show Billing Cycles Grid v.Show Batch List option which displays the Payment Batch / File Generation dialog. |
||
The new Payment Batch / File Generation dialog - accessed by selecting the Show Batch List option on the Auto Draft Form - provides a list of all the Payment Batch Files previously generated within a user selected Date Range, ▪From this Payment Batch / File Generation Form you may also view the status of each Payment Transaction, and/or Print, Email, or Export the contents of the Payment Batch File Detail (its Grid) ▪You can generate the text file - formatted as required by your Bank (or other Manual Payment Gateway) - that is defined by that Payment Processor for the transmission of the Payment Transactions recorded in the Payment Batch files for a Manual Payment Gateway used by your Company.. |
||
The Automatic Billing dialog has been substantially revised. |
||
This Show Billing Cycles Form - available by selecting the Review Cycle List button on the Auto Billing and the Post Auto Drafts Forms - displays a complete list of all Billing Cycles and includes the associated Banking, Credit Card and Payment Gateway information. |
||
Features Overview of the Fully Automated Recurring Billing process: a)It will run automatically, Generating Recurring Revenue Invoices each morning at 4:00am [this requires that the Automatic Billing Setup Wizard be run to set the “AutoBillingOn” option in Company Setting to True (‘T’)] b)Selects only those Accounts (Subscribers) who have Recurring Revenue billing records with a Billing Cycle Starting Day matching the day number of the current Date ("Today" at 4:00am). c)Recurring Revenue Invoices may be created in advance of the Invoice's Sale Date [this requires the “DayPriorToCylceStart”option in Company Setting be set to the appropriate Value (= the Number of Days to be billed In Advance)] - This requires that the Automatic Billing Setup Wizard be run to set the “DayPriorToCylceStart”option in Company Setting to the appropriate Number of Days. d)The generation of Recurring Revenue Invoices respects the Separate RMR Invoice option to specifically generate a separate Invoice for designated Service Accounts e)Includes any unbilled Suspended Invoicing charges on the Recurring Revenue Invoices f)Generates Late Fees during the Automated Recurring Billing process [this feature requires the “GenerateLateFees” option in Company Setting be set to True (‘T’)] g)Supports the grouping of Detail Line Items on the Recurring Revenue Invoices (this feature requires the definition of Invoicing Groups and the assignment of an Invoice Group to the appropriate Recurring Revenue records) h)Automatically generates and submits the Auto Draft payments to the InnoEPay recommended Payment Gateway [which requires that 1) the Company's InnoEPay account has been setup, 2) the “ePayAPI" option in Company Setting is set to True (‘T’), and 3) the MKSePayService is running]. i)Generates Receipt records for each of the Approved Batch Payment Transactions when acknowledged by InnoEPay ( (or any other fully automated Payment Gateway in use).Recurring Revenue Invoices Generates e-mail notifications for Invoices to customers [this feature requires the email_invoice_notification option in Company Setting be set to True (‘T’)] j)Generates e-mail notification for Receipts to customers [this feature requires the email_receipt_notification option in Company Setting be set to True (‘T’)] |
||
The Department Number field in the Recurring Revenue table is used to set the Department field in table InvoiceLineItems when the Fully Automated Recurring Billing or the Auto Billing process is executed, causing the insert to fail if the RecurringRevenue Department number was invalid. ▪Prevent Recurring Revenue records from having the wrong (or invalid) Department Number assignment is therefore very important.
Within MKMS a User cannot select an invalid Department (number). ▪However, converting data (prior to installation or during an Upgrade) could cause invalid values to be created in the Department number field. ▪A special internal process has been created to prevent this from happening. |
||
Invoice List - Invoices may be created manually by a User using the Invoices Form, or generated automatically using the Fully Automated Recurring Billing process, or the manually selected Auto Billing procedure. ▪The new Invoice List dialog presents a Grid of all, or a selectable set of previously generated Auto Bill, Non Auto Bill or All Invoices, with the ability to select for a specific Billing Cycle and/or specify a Date Range
Show Totals - This new option on the Invoice List Report provides a summary of the data retrieved (based on the User selected options) in the form of a Pop-Up dialog.
Max records to show in grid - This new option on the Invoice List Report is set to 50 by default, The currently displayed Page and Number of Transactions is also provided. ▪Provided for those Companies with a large number of Accounts, this setting allows a User to restrict the number of records that will be retrieved from the database at one time to the Maximum set here. ▪By doing so, when the Retrieve Data option is selected, the system will not slowdown as it locates and populates this report with what could easily be many thousands of records. ▪A set of left and right arrow buttons provides movement from page to page. |
||
The new Subscriber Listing (Grid) is a fully function Grid so it allows for sorting, rearrangement of columns, filtering, data export, etc., and provides options to help you discover: a)Potential lost Recurring Revenues b)Members of a specific Division c)Are owned by a specific Dealer d)Create customized lists based on your own specifications. |
||
There is the new Pay Batch Pending Transactions dialog which is used for Editing the Pending Payment Transactions created when the InnoEPay system is your Company's Payment Gateway when (if) a User modifies existing Pay Methods Setup information and one or more Pending Payment Transactions exist. |
||
Advanced Payment Gateway Authentication Information (when and as required): To accommodate Payment Gateway Payment Transactions originating from both the local system and from the Internet (via Pay Point and/or Tech Pro), there may be two sets of Login Name and Password entered. ▪This is why the Payment Gateways maintenance screen now accepts both a Merchant and an Internet Login and Password set.
When a Payment Transaction is created from Pay Point or Tech Pro, the Payment Transaction will now be flagged as it has originated from the "Internet". ▪When a Payment Transaction originated from the Internet, the e-Pay Review report's Internet column will be Checked.
When the e-Pay Service is processing a Payment Transaction from the Internet, it will attempt to use the Internet Login Name and Password. ▪If there is no Internet Login Name and Password defined or it's not accepted, the e-Pay Service will attempt to use Merchant Login Name and Password. |
||
The new ePay Review report provides a fully functional data grid listing with All (or a selected set) of the previously created Payment Gateway Payment Transactions, as needed, which may then be Printed as a report, and/or Exported (or Emailed) as an Excel® style Spreadsheet (or as a comma delimited file, or even a text file). ▪The Payment Transactions include Credit Card and Check Payments (which are stored as Receipts records), the Payment Status of each, and other related information |
||
Show Totals - This new option provides a summary of the data retrieved (based on the User selected options) in the form of a Pop-Up dialog.
Max records to show in grid - This new option on the ePay Review report is set to 50 by default, The currently displayed Page and Number of Transactions is also provided. ▪Provided for those Companies with a large number of Accounts, this setting allows a User to restrict the number of records that will be retrieved from the database at one time to the Maximum set here. ▪By doing so, when the Retrieve Data option is selected, the system will not slowdown as it locates and populates this report with what could easily be many thousands of records. ▪A set of left and right arrow buttons provides movement from page to page. |
||
|
|
|
For those Companies who use multiple fully automated Payment Gateways (i.e., InnoEPay, Authorize.net, and/or Forte.net) and also use multiple Banks into which Receipts are deposited during the Fully Automated Recurring Revenue Billing process, this Division Level Payment Gateway Default capability allows your Company to Designate the following for all Subscribers assigned to that specified Division: a)The Bank ("Default Bank") into which b)The specified Payment Gateway that will process and deposit ACH ("Bank Payment Gateway") payments c)The specified Payment Gateway that will process and deposit Credit Card ("Card Payment Gateway") payments |
A new Run Auto Draft Days Prior setting: As part of the Fully Automatic Recurring Billing functionality, the Auto Draft process is now executed internally, as needed, on or prior to the Due Date of each Invoice which is eligible for that service. ▪The RunAutoDraftDaysPrior option in Company Settings determines when the Draft will occur in relation to that Due Date. ▪By default the RunAutoDraftDaysPrior option is set to '1' but may be changed based on your Company's business operating model (see the Billing Cycles chapter for more information). |
||
|
|
As installed, MKMS will have dozens of Payment Gateways defined, but no Company will use all or even more than a few of those pre-defined Payment Gateways. ▪The new Gateway Kinds Form is used to identify those that will actually be used (i.e., are Active) by your Company, and those that will not (i.e., are Inactive). ▪This new Form is provided to allow you to "hide" those Inactive Payment Gateways from Drop-Down Selection Lists to restrict a Users choices and thereby prevent the accidental selection of an Inactive Payment Gateway. |
|
Each Subscriber and/or Vendor may be assigned to a Division. The Divisions Form now allow a Company to identify a Default Warehouse for a Division ▪Thereafter, when Invoices and/or Work Order documents are created for a Subscriber; or Purchase Orders and/or Bills for a Vendor who is assigned to a Division (a Division assignment to a Subscriber or Vendor is optional), any Inventory related Transaction posted to one of those documents will automatically be assigned to that (Subscriber's or Vendor's) default Warehouse but the Warehouse may be changed, when appropriate. |
||
|
|
|
The Sales Tax Information section within the Edit View of the Prospects Form is now enforced as a mandatory entry. ▪If Sales Tax Information is not entered in the Tax Information section for Prospects and the User attempts to save this Prospect record, an error message will now be displayed and the record can not be saved until this information is provided. |
||
Added an Amt Collected column field (showing the Amount that has been collected to date from the selected Converted Proposal) to the Converted Proposals dialog. |
||
|
|
|
Several enhancements have been added to the Proposal Form's Header section: ▪Inside Sale - The purpose of this field is to determine if a Proposal was created for an existing, but unassigned Subscriber (the Sales Person would enter their name in the Salesman field and Check this Inside Sale box when creating the Proposal); or a new or existing Prospect (the field will be left unchecked). The Converted Proposals and Proposals (Grid) reports will include the "Inside Sale" field and allow the User to filter that Inside Sale field in those reports' Grids by "True" or "False" ▪Demoed - Check this box when the Proposal has been presented and/or demonstrated to the Prospect. ▪Demoed By - Use the Drop-Down Selection List to Choose the appropriate Salesperson. ▪Active? - This box, by default, will be Checked to indicate that this is an Active Proposal. You may Un-check this box if the Proposal becomes Inactive. •Salesperson - Renamed from Salesman |
||
|
|
|
A new Comments column has been added to both the Inventory/Material Info Box grid and the Parts List tab within the Work Order Form ▪Double-Click within the Comments field to Open a Rich Text Editor to enter a Comment about this Inventory Item (or any Material Used). ▪Alternately, if a Work Order is created from a Job, the Comments entry will be transferred to the Work Order's Parts List tab and if/when that Parts List Item is identified as used in the Inventory/Material Info Box of that Work Order, the Comments will be inserted there as well. |
||
|
|
When an Invoice is generated from Work Order (see Invoice Generation discussion in the Completing a Work Order chapter), the Comments added on Labor Info Box line item are not displayed on the corresponding Invoice\Service Call line item. This is by design: ▪The system is not moving the Labor's Comment to the Invoice's detail line item. ▪However, it is shown on the Work Order Invoicing/Review dialog.
For Inventory/Materials: those Comments will not be added to the Invoice's detail line item when the Company Setting "Insert_Comments_From_WOMD_To_Invoices" is set to False ("F"). ▪If the "Insert_Comments_From_WOMD_To_Invoices" option is set to True ("T"), those Inventory/Materials Comments will be included in the Invoice's detail line item |
|
This is the new Recurring Service (Grid) dialog - based on the previously entered Recurring Service records - that allows you to View and/or Print a full function Grid containing a list of the Recurring Service Work Orders that will be generated for a User specified Month and Year - which may also be limited to those Subscribers who have been assigned to a specific Technician Group - when the Auto Service (Automatically Generate Service Requests) function is executed. |
||
|
|
|
When a Sale-Purchased Item is identified as a Kit by Checking the Kit Designation box on that Form, once the entry is completed and Saved, the system will now ask the User if they want to enter the Kit's Components now. ▪If they do not make those Kit Component entries, a second (stronger) reminder with be displayed. |
||
Inventory Tab Item List sub-tab |
A new Comments column has been added to the Item List sub-tab within the Inventory Tab of the Job Costing Form. ▪Double-Click within the Comments field to Open a Rich Text Editor to enter a Comment about the Inventory Item. ▪If/when a Work Order is created for the Job, the Comment entry will be transferred to the Work Order's Parts List tab and if/when that Parts List Item is identified as used in the Inventory/Material Info Box of that Work Order, it will be inserted there as well. |
|
|
|
The Divisions Form now allow a Company to identify a Default Warehouse for any Division and each Subscriber and/or Vendor may be assigned to a Division. ▪Thereafter, when Invoices, Purchase Orders, Bills and/or Work Order documents are created for a Subscriber or Vendor who is assigned to a Division (a Division assignment to a Subscriber or Vendor is optional), any Inventory related Transaction posted to one of those documents will automatically be assigned to that (Subscriber's or Vendor's) default Warehouse but the Warehouse may be changed, when appropriate.
For those Companies who use multiple fully automated Payment Gateways (i.e., InnoEPay, Authorize.net, and/or Forte.net) and multiple Banks into which Receipts are deposited during the Fully Automated Recurring Revenue Billing process, this Division Level Payment Gateway Default capability allows your Company to Designate for all Subscribers assigned to that specified Division: a)The Bank ("Default Bank") into which b)The specified Payment Gateway that will process and deposit ACH ("Bank Payment Gateway") payments c)The specified Payment Gateway that will process and deposit Credit Card ("Card Payment Gateway") payments |
|
|
|
|
A new Due Date column (field) has been added to the Job Tasks tab on the Job Costing Form. ▪By allowing each Job Task to have its own Due Date, the Job Tasks Aging As Of Report and the Job Tasks Report can that field to sort, select, and report that Date and all the data associated with it. |
||
The Job Tasks Aging As Of Report has been improved with the addition of a Due Date column. Now, the Job Tasks Aging As Of dialog provides an Open Job Task listing (an Open Job Task will not have a Completed date entered) in a Grid format with (among much other data) the Age (in Days) of those Job Tasks, based on the number of Days between the Due Date (entered on that Job Task line item) and a User specified As Of Date. |
||
An additional selection item - Due Date (DueDate) - has been added to the Select Date field Drop-Down Selection List thereby providing that additional functionality. |
||
|
|