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Accounting

  1. See Credits in Group Payments

    I would like to be able to see credits available to apply when applying group payments.

    15 votes
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    Voting  ·  2 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
  2. Report for where credits have been applied

    We need to be able to find where open credits are applied. We need to be able to see and send to customers where their credits have been applied especially with COD customers who may pay their invoices and have credits "floating" that we applied later.

    9 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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…

    3 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →

    Hi, 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.

  4. 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.

    3 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
  5. Develop a setting that will automatically send out approved credits at a certain time of day, similar to the setting for invoices.

    Develop a setting that will automatically send out approved credits at a certain time of day, similar to the setting for invoices

    2 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
  6. QC / Vendor Credits & PO Reconciliation.

    Need to be able to have control the vendor credits. For the accounting processes and for the credits applied on QC, to show on the PO Reconciliation screen in the Invoice Summary (After clicking inside of the invoice number) with a seperate column that could state Credits Applied. As well as having the credits to show up on the PO Reconciliation report like it does on the AWB Liquidation report.

    2 votes
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    0 comments  ·  Credits  ·  Flag idea as inappropriate…  ·  Admin →
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