Accounting
33 results found
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Credit posting process
Komet should offer a way under the payment screen to allow us to manually apply or leave a credit open for the customer to take on a future date.
As it is, if a customer does not take the credit at time of payment, we must leave the receive payment tab, go into the credit summary tab and re-open the credit, then back into the receive payment tab again to close the payment, then back into the credit summary tab to re-approve those credits so they are available to the customer on future date. If a customer has several credits…
4 votesHi, Rebecca,
Thank you for your suggestion. As you mentioned, at the moment we don’t have such feature. When a credit has been applied to an invoice that has not been paid, the system will deduct automatically the value of the credit. At the moment, the payment has to be received first, in order to use a credit in any other invoice.
We will proceed to change the status to voting for now.
Thanks,
The Komet Sales Team. -
Email notification for customers added or removed from credit hold
The system should email notifications to the sales reps and sales manager when a customer has been placed on hold.
This happens for credit limit changes and I think we should have it for customers placed or removed from credit hold.2 votesHi, Jason,
Thank you for your feedback. As you mentioned, at the moment for customers place on hold, no notification is sent out. We see that this could be very useful as well.
Will proceed to change the status to voting.
Thanks,
Karina -
Waste of paper
It would be great to have an option to take the report explanation off of the payment history. The explanation is so long that i often have to print two pages to get the total
5 votesHi, All,
Thank you for your suggestion. A few more votes and we can get this rolling.
Thanks,
The Komet Sales Team
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Option to upload vendor credit memos into the system
It would be great if there was a place where we'd be able to upload vendor credit memos. Just like in the PO reconciliation screen where you can upload a file of the invoices, it would be nice to be able to upload the file of the credit memo from the vendor somewhere.
4 votesHi, All,
Thanks a bunch. Will move the status to voting.
Thanks,
The Komet Sales Team.
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See Credits in Group Payments
I would like to be able to see credits available to apply when applying group payments.
16 votes -
Payment Date & Payment Method Fields
It would be great to have the option of selecting to "hold" same Payment Date & Payment Method fields until all payments for a specific day are posted. It creates unnecessary and involuntary mistakes having to enter both fields manually for every single payment, especially when posting over 100 check payments, credit cards, ACHs, etc., daily. It would save a lot of time as well...
1 voteHi, Everyone,
Thank you so much for your suggestion and for the extra clarification. At the moment, this is not available, however, will leave the status to voting for others to vote as well.
Thank you,
The Komet Sales Team. -
Mass unapply (roll back)
We would like a way to perform a mass unapply in situations where an Auto-Apply has been done on a A/R transaction.
Currently, each entry would have to be done manually.
2 votes -
Finance Charge
I would like to see the Finance Charge option to include a period for 45 days.
3 votes -
Send credit card additions or edits notifications to other roles besided the salesperson
Right now, credit card additions or edits on file are only notified to the associated salesperson of that customer. If a credit manager is responsible for realizing cc orders, they will not have visibility. They perhaps will not send an order if they cannot communicate with the salesperson to confirm if the credit card was added.
0 votes -
For company custom payment methods make the receive payment a default value
For company custom payment methods make the receive payment a default value (same amount as invoice) when they are confirming an order (with the ability to make it greater manually), when the "Require Payment Upon Confirmation" option is activated
0 votes -
Match Order Entry >> Order Summary - Export details and Export to Excel
Make this to reports match, currently they don't because the additional charges and taxes are not included in the Export Details report
0 votes -
Be able to export AR >> accounting invoice summary report in Excel
SF CASE(123022)
Estimados en este momento las facturas contables se descargan en word,Para mi sería de mucha ayuda si me ayudas a que se descarguen tambien en excel , ademas del word
0 votes -
Add the option to send refund proof via email in A/R screen
There is no option in A/R > Payment History to send proof of a refund via email to customers.
The suggestion would be to include a Send Email option under actions for refunds.Not having it creates more effort for the client as they need to filter their search to the day the refund was made, generate a report and then send an email manually.
The report will include any payment information from the same day.0 votes
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