Version 5.1.33.X Accounts Receivable New Features
This Help File Page was last Modified on 06/24/2013
□ | Welcome to the Summary Page which describes the major New Features added to the Accounts Receivable System within the MKMS Version 5.1.33.X Release. |
• | This New Features Table contains three columns of data relating to each of these New features: |
1. | Program Module(s) Affected - This column lists the specific modules that were improved. |
2. | Chapter Links - This column lists of the link(s) to the chapter(s) where the previous instructions, illustrations and explanations have been revised to reflect the program changes and/or enhancements. |
3. | Description of the Enhancement - A brief explanation of the new features, functions and enhancements that have been added in this release with links to all of the affected chapters and some related chapters, also. |
□ | Understanding the New features Chart: |
• | 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 |
||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Displayed on a Widgets Dashboard - now included as part of the main MKMS Form - the new Widgets feature provides a User Specified selection of Information Snapshots - shown either as a tabular listing or a chart - that may be instantly updated with the most current information at the Click of a button.
|
||||||||||||||||||||||||||||||
The Calls Report will now allow the User to set the Date Range for both the Starting and Ending Date and Times to be reported.
The Calls Form has additional Function Key and User support:
|
||||||||||||||||||||||||||||||
|
The Subscriber Information Form now offer a County field. The Subscriber's County will also be available in the Sub Info (F2) Form within MKMSCS.
Hide Old Employees? - At the top of the Employee Form is this new question and a Check box.
History - Click the new History Icon on the Subscribers Form to open that currently selected Subscriber's Universal Account History Form which provides a complete and immediate listing of Accounting Transactions (Sales, Receipts, Credits, and Rate Increases), Calls, Proposals, Service Requests, and Alarm History that exists for the currently selected Subscriber. |
|||||||||||||||||||||||||||||
Each Division may belong to one or more Division Groups
|
||||||||||||||||||||||||||||||
The new Cash Receipt Reports sub-menu includes:
|
||||||||||||||||||||||||||||||
The new Exclude Invoices with Future Sold Dates option on the Accounts Receivable Report dialog, if Checked, will be excluded Sales Invoices Dated after Today (such as Recurring Revenue Invoices created in advance of the actual Sale Date) from that Accounts Receivable Report. |
||||||||||||||||||||||||||||||
When defining Recurring Revenues for a Subscriber, the Recurring Revenue Form now provides a Suspended Invoicing section in which one or more Pro-Rated Invoices may be stored until the next normal Auto Billing procedure is run. |
||||||||||||||||||||||||||||||
The Subscriber Listing report has a new By Division? option. To sort the Subscriber Listing in Division Name order, showing the Subscriber accounts alphabetically that are part of that Division, Check this box.
|
||||||||||||||||||||||||||||||
The new Hide Inactive Items? Check box on the Sale-Purchase Item Form will filter items marked as Inactive (see below) from being displayed as a User moves from record to record.
Retail Labor Rate - A new Retail Lbr. Rate field has been added to the Job Cost Categories section of the Sale-Purchase Item Form
Inactive - Located within the Inventory section of the Sale-Purchase Item Form, this Check box now identifies any item as Inactive and therefore no longer in use.
|
||||||||||||||||||||||||||||||
The new Accounts Receivable (As Of) Report provides an automatic "look-back" capability for any Date within any Month in the past for which Sales and Receipts records have been entered within the MKMS Accounts Receivable System module. |
||||||||||||||||||||||||||||||
The revised Sales Analysis Report now offers Chart capability by the Sales Person, Division and/or Department report options. |
||||||||||||||||||||||||||||||
Subscriber Statements now include the Statement Generated: Date at the bottom of each page and on the Return Stub. |
||||||||||||||||||||||||||||||
The new Quality of Sales report provides a Bar Chart along with a detailed Legend that provides an analysis of the Quality of the Accounts Receivable being added - viewed over a one year period ending in a specified Month and Year. |
||||||||||||||||||||||||||||||
The Referred By Form, accessed from the Subscribers Form's General Menu, now has a Comments field. |
||||||||||||||||||||||||||||||
The new Customer Ranking Report provides a list of the Top 5 (10, or 20) Customers based on one of three selected criteria (Recurring Revenue, Invoices, or Receipts) within a User designated Date Range. and may also include a Bar Chart and Legend in addition to the list of Customers. |
||||||||||||||||||||||||||||||
The Advanced Sale Item Lookup feature (accessed using the Alt+F2 Special Function Key combination) is now available when Selecting a Sale Purchase Item on a Proposal.
The Proposals Form has a new field titled: Grp: (for Group Code) You may now enter a Group Code for a Proposal in that field.
"Apples33", and "applES33", and "AppLeS33" all represent "APPLES33" to the system.
A Group Code will "filter" the Proposals included in the Proposals Printing dialog to only those Proposals that were assigned the specified Group Code when the By Group option is selected on the Proposals Printing Form, and a Group Code is entered in the field provided.
Documents may now be attached to individual Proposals.
|
||||||||||||||||||||||||||||||
This is the new Cash Receipts by Employee Report which provides the detail as to the way in which the Receipts were paid (e.g., Check, Credit Card), the Date and Batch number used when those Receipts were posted, the actual Day they were Posted (if the Receipts were back dated), from whom those Receipts came, and the Employee who Posted the Receipt. |
||||||||||||||||||||||||||||||
In the revised Subscriber Report Configuration dialog, for those Reports (Default Invoice Address and Subscriber Statements) with a new Months option:
|
||||||||||||||||||||||||||||||
The new Transfer Receipts button now allows data entry Mistakes resulting in the Posting of a Receipt to the wrong Subscriber to be easily corrected using this Transfer Receipt button on the Receipts Form. |
||||||||||||||||||||||||||||||
The Order for listing Recurring Revenue data, and the Order in which these Recurring Revenue records are displayed in the Edit View tab may now be User defined by Clicking any Header Name and that Column of Data list will determine the Order of the list. |
||||||||||||||||||||||||||||||
When the Post Auto Drafts process is executed, if the new ValidateAutoDraft option in the Company Settings dialog is set to True ("T"), the Auto Draft Validation Process will check for the presence of certain Bank and Credit Card information entered for each Subscriber in the Subscriber's Auto Draft Setup Form. |
||||||||||||||||||||||||||||||
Any Open Item Recurring Revenue entered in the Auto Bill Form for a Subscriber may have an End Date inserted which terminates this Recurring Revenue Billing process.
|
||||||||||||||||||||||||||||||
A new Confirm Auto Billing dialog will be displayed once the Auto Bill Recurring Revenues options have been chosen and the Run button Clicked requiring the User to Confirm the selected auto billing options. |
||||||||||||||||||||||||||||||
The new Receipt Search Form provides the ability to look up a Receipt based on the Amount posted, Date posted, or the Check Number recorded which can come in very handy when a Subscriber insists they Paid and they have the canceled Check to prove it! |
||||||||||||||||||||||||||||||
The revised Expiring Contracts Report dialog now has two additional options:
|
||||||||||||||||||||||||||||||
A new Current Balance field has been added to the Bank Maintenance and the Bank Transactions Form.
Note: This Show GL Transactions feature is not retroactive. It is enabled only for those transactions that are posted after this MKMS Version 5.1.33.X Release is installed. |
||||||||||||||||||||||||||||||
The new Invoice Statements report provides a list of Open Invoices (only Invoices with a Balance that is Unpaid), printed using its own unique Format, and available for either the currently viewed Subscriber or All Subscribers. |
||||||||||||||||||||||||||||||
The following Accounts Receivable Reports had their User Interface improved and now include an Options tab, a Preview tab, and in most cases a Data View tab. |
||||||||||||||||||||||||||||||
For Keyboard priority (versus Mouse priority) Users, once the Invoice(s) is/are Selected in the Post Receipts Form, instead of repeatedly Pressing the Tab F key until the Post < Icon is highlighted, the User may now Press Alt+P to immediately highlight the Post < Icon. |
||||||||||||||||||||||||||||||
While viewing a Subscriber's Service Account Only record (which by definition has a separately designated Bill Payer Account), you may now Press F6 (or Click the Billpayer Comments button) on the Service Account Only Subscriber Information Form to view the Bill Payer Comments dialog, which is displayed as a Read Only Form, and contains whatever was entered in their Bill Payer's Comments Tab (including nothing, if nothing was entered). |
||||||||||||||||||||||||||||||
The Invoice Form has been revised to include a Purchase Order Number field which will be included on that Invoice when it is printed. |
||||||||||||||||||||||||||||||
The Acquisitions Form has been revised to includes the addition of the Account Holder's Co-Signer information - these new fields being provided for the Credit Manager.
|
||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||
|
|