Page Comparison

...

This is a listing of all the tabs a User might encounter in the 'G/L Accounts' Catalog. To access the GLA Catalog, navigate to Main > Catalog > G/L Accounts (GLA).

Account Management

If the application is licensed for Accounts Receivable and when an AR flagged GLA is selected, the 'Account Management' tab is displayed. This tab allows for display and management of the Monthly AR Balances (Current, 30, 60, 90, 120+), the AR Type and Status fields, and the Email Invoice flag.

Image Removed

Type

The 'Account Type' field is informational only; there is no logic tied to this field. The options here are driven by the system List Type 'AR_TYPE'. Additional options can be added from the List Values grid at Admin > System Tables > List Values.

Status

The 'Account Status' field is informational only; there is no logic tied to this field. The options here are driven by the system List Type 'AR_STATUS'. Additional options can be added from the List Values grid at Admin > System Tables > List Values.

Service Fee Percentage

During the Bill process, each AR account is assessed a Service Fee based on this field. If the field is empty or zero, no fee is assessed. The process uses a special System Use Charge Catalog called 'Service Fee' and generates billing transactions using the primary GLA Contact, the Service Fee Description, and a Transaction Date matching the Bill Generation date. The Transaction Amount is calculated based on the Service Fee Percentage of the Invoice total for that Bill.

Email Invoice

The 'Email Invoice' flag provides the ability to opt-in or out of the automated Invoice Email process that can be used to email all AR accounts with Invoices on a specific Bill. The default state for this flag is off. The Email Invoice flag is only available if the specific GLA has a Primary Contact, and that Contact has a Primary Email. If there is not a Primary Contact with a Primary Email assigned to the GLA, the field is unchecked and read-only.

Charges

The Charges tab provides the User access to manually control if a Charge is associated with a GLA. There are four functions that can be used to control these charges: 'Add', 'Edit', 'Delete', and 'Stop'.

...

When stopping a charge, click the Stop button  , and a prompt will be displayed requesting a Stop date and advising the user about further restrictions placed on stopping charges.

Table of Contents

Contacts

The Contacts tab provides the User the ability to manually associate Contacts with each GLA. These associated Contacts represent people who may be responsible for a given budget, or just assigned for billing purposes. These Contact(s) are separate entries in the Workers/Contacts section of the application and are associated with the GLA for tracking purposes.

...

Selecting the 'Delete Selected' button from this Grid does not delete the Contact entry it merely removes the association. To remove a Contact, navigate to the Workers/Contacts grid, select the Contact to remove, and click the 'Delete Selected' button there.

Table of Contents

Addresses

The 'Addresses' tab is specific to the GLA Catalog . When an Address is associated to a GLA in this manner, the Billing Address will be set for the given GLA.

A User can either use the 'Add' button  to enter a new Address or use the 'Add Existing' button  to chose from a list of Addresses previously entered into PCR-360. After entering an Address and clicking the 'Save New' button  , the GLA will be billed to that Address.

Table of Contents

Activity/Remarks

Activity

The 'Activity/Remarks' tab provides a list of all the Activity and Remarks associated with a given GLA

...

Note: Remember, depending on the System Configuration, remarks may not be editable once added.

Table of Contents

Billing Summary

The 'Billing Summary' tab is specific to the G/L_Accounts_(GLAs) Catalog. From this tab, the User can access the Bill for a given GLA.

...

From the tab, the User can then View, Print, or save the Bill in a .pdf file format.

Table of Contents

User Defined Fields

The 'User Defined Fields' tab will only be visible if there are User Defined Fields that are set on the User Defined Fields . Any User Defined Fields that are set will appear on this tab.

Table of Contents