Intro · Title: Intro Author: Dave G. Butcher Subject: Intro Created Date: 11/27/1998 2:40:31 AM
INTRO
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Transcript of INTRO
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
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AR & Cash Management 2.0ANUA 2012 – New Orleans
Education Solutions Development, Inc.
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Enhanced Functional Areas
• Recurring Invoices.
• Email Customer Invoices.
• New screen to display customer activity.
• Displays customer balance on the customer search results.
• Displays payments details for invoice from the customer invoice search results.
• Modified customer statement report to show invoices across year (all outstanding invoices).
• Added a new AR ageing report.
Account Receivable
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Customer Search
• Display Customer Balance
Account Receivable
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Customer Activity
• New Screen
Account Receivable
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Enhanced Customer Invoice Search screen
• Show payment details for an invoice
Account Receivable
Show payment details for an invoice
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Redesigned Customer Invoice Screen
• Amount received
Account Receivable
Show payment details for an invoice
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
New Report – AR Ageing Report
Account Receivable
Show payment details for an invoice
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Cash Management
• Combined Deposit and Receipt screen into one screen
• Enhanced Functional Areas
• Redesigned screen to receive payment against a customer invoice.
• Display more information about invoice such as invoice amounts, payments and balance.
• Displays the revenue account for the invoice when hover over the outstanding amount.
• Option to make payer type/id mandatory.
• Option to generate multiple budget revision.
• Payer type can be customer or cost center.
Cash Management
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
New Parameters
• Mandatory Cash Receipt Payer Type/ID
• Generate Budget Revision
• Budget Revision Task ID
• Rev. Budget Revision Mask
• Exp. Budget Revision Mask
Cash Management
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
New/Enhanced Maintenance Tables
• Revenue Code table
• Receipt Revenue Budget Revision Mask.
• Receipt Expense Budget Revision Mask.
Cash Management
Presented by Education Solutions Development, Inc.
ANUA 2012, New Orleans, Louisiana
Enhanced Search Capability
• Search screen and Advanced search – Screen is reorganized and additional filters added
• Invoice no
• Line Description
• Deposit no
• Deposit Date
Cash Management