MKMS Help

Maintenance Utilities for Accounts Receivable

This Help File Page was last Modified on 02/01/2012

 

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

 

Previous topic Next topic  
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.