Maintenance Utilities for Accounts Receivable
This Help File Page was last Modified on 02/01/2012
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Maintenance Utilities for Accounts Receivable This Help File Page was last Modified on 02/01/2012
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Maintenance Utilities for Accounts Receivable This Help File Page was last Modified on 02/01/2012
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| □ | Have you ever tried to find an Invoice on which you remembered making an important notation - but you can't remember the Subscriber, let alone the Invoice Number? |
| • | In MKMS, simply use the Invoice Comments Search function to locate any Invoice containing a specific phrase in its Comments field. |
| • | Shift+Ctrl+F2 - To activate this Invoice Comments Search function from anywhere within MKMS, hold down the Shift and the Control keys at the same time, then Press the F2 function key. |
| □ | The Reminders system within MKMS provides an effective tool to help keep everyone up-to-date on what they wanted to do. |
| • | The Reminders Maintenance Menu option provides all of the required functions. |
| □ | From time to time a Salesperson may by promoted, leave the Company, or move to a different Division. |
| • | All of the Subscribers and Prospects, for whom (s)he is the Salesperson of record, should be assigned to another Salesperson to ensure proper follow up and future sales contacts. |
| • | This could be a tedious and time consuming task unless the Universal Salesperson Update function is accessed. |
| □ | When a very large number of Recurring Revenue Invoices needs to be billed, consider having a sub-contractor perform the necessary printing, stuffing and mailing. |
| • | Use the Invoice Export function to create a tabular text file with that Invoice information, and with which that sub-contractor can do the actual billing. |