Emailing Invoices, Statements, Grain Settlements and PR Stubs AR End of Month Menu Option 1 Print Statements Option 10 E-mail Setup Menu Or GO UEMAIL.

Slides:

Advertisements

Similar presentations

Using the Palm Pilot for Data Collection. Overview: These procedures will assist when using the Palm Pilot for: Physical Inventory Counts Bar Code Collection.

Advertisements

ORDER VERIFICATION ORDER ENTRY DAILY PROCESS ORDER VERFICATION - Order Sort Browse - Enter Order # - F-8 OK.

Extended DISC Online System User Instruction: How to Run a Team Analysis.

Use Link AP and PO Documents ( ) to make a connection between a purchase order, receipt, or return transaction generated in the Purchasing module.

What is New in Inventory & Purchasing? Presented by: Derek Kratz.

The Way to Success … Sta rt Sta rt Ak Technologies Mo | Visit.

Auto Cash Posting and Credit Card Payments Presented by: Nancy Ross and Jana Smith.

The Way to Success … Sta rt Sta rt Ak Technologies Mo | Visit.

What’s New in GE Part 1 (AR, AP, PO, Job Cost Presented by: Derek Kratz.

SPO Payment confirmation Process

Archiving, Indexing, Retrieving reports - COLD storage What is an archive? What is an archive? Why should we archive reports? Why should we archive reports?

Billing And Accounts Receivable - non-sponsored. Agenda Overview of A/R at UVM Definitions Responsibilities Bill Creation Monthly Processes Payments Customer.

Newsletter Plugin The newsletter plugin allows you to create and send newsletters to a managed list or multiple lists of users. Your users can subscribe.

MUNIS Payroll Training

Billing for Departmental Users

CAHE Technology Help Desk ● (505) ● ● Intermediate Word – Part III Mail Merge.

Logging into ITAMS as an Exempt Employee To Login to ITAMS for the first time: Open your web browser. Click File, Open, and type the following address:

Accessing BANNER. From “Benefits” Tab, Click on “Internet Native Banner”

to Fax / Fax to Overview DIAL LTD Sending & receiving faxes via your system.

OpenEMR: Accounting and Receivables Based on OpenEMR 4.1 Laboratory Informatics Institute January 2014.

2013.  Reconcile your checking account  Create bank reconciliation reports  Find errors during reconciliation  Correct errors found during reconciliation.

Cougar Mountain Services and Companion Products PDF-eXPLODE® e-DOCS.

Direct Deposit Set Up. You should allow a minimum of 3-4 weeks before being able to implement this process.

Nextgen Bank Reconciliation Presented by: Carol Newton Resource 2014.

Tips & Tricks for Payroll. General 1.Name/Number Drop Down Search Main Menu / System / Controls / Dropdown Fields.

A detailed guide on how to set-up your printing storefront. Please Note: Storefronts are compatible with all browsers, however for optimal use of the admin.

Create Mailing Labels (Word 2007) Word 2007 using the Mail Merge function and an Excel spreadsheet Create mailing labels from Member Rosters in.

Employee Self Service (ESS) Version Employee Self Service  access from any computer  view their elected withholding, earnings summary, check.

Presented by: Jessica Annis & Christie Vuleta Hardin County Schools 1.

Using Mail Mac OS X. Opening Mail First of all, click on this icon in the dock (or in your Applications folder) to bring up Mail.

New Tools to Increase Sales And to Enhance The User Experience.

Your on-line connection to Ferraz Shawmut; Getting Started Login / out Contact Us Home Page, Account Inquiry My E-Account Account Status Ordering Options.

AgVantage Version 7 What’s New AgVantage National Conference 2011.

Grain Live and Sales Live from Accounts Receivable including End of Month Reporting Multiple Customer Invoicing and Price Levels.

Salem-Keizer Public Schools accepts only electronic applications. How to Apply Please send all copies of your materials directly to EdZapp. All supplemental.

Electronic Serials Invoicing with Innovative Presenter: Kathy Peters Accounts Payable, Acquisitions University of Missouri.

Increasing Your Sales with MDS TSH User Meeting June 11, 2012.

Students are able to generate a one-time login through their VTAC User Account.  The login details will need to be forwarded to the person nominated to.

Finance Manager Accounting Training © Copyright - FINANCE MANAGER SOFTWARE -*- East Setauket, NY

1. To start the process, Warehouse Stationery (WSL) will invite you to use The Warehouse Group Supplier Electronic Portal and will send you the link to.

TSH User Group Meeting 2010 MDS Enhancements TSH User Group Meeting 2010.

Printing Skyward Grade-book. Click on reports When you click on the reports tab, this is the screen you get.

Mail Merge. - A feature supported by many word processors that enables you to generate form letters. - You use mail merge when you want to create a set.

12 steps for Mail Merge Setup Mpact Magic. Step 1 Open Your MS Outlook program and put it an offline mode. Go to Main Menu >> File >> Work Offline.

What’s New & What’s Coming Dawn Mihelich What’s New in A/P Easy A/P Check ACH Payments to Vendors Edit A/P Distribution Layout.

Producing a Mail Merged Letter Step 1 Create an Access database for Names and Addresses you can use the ‘Customers’ template in Group Work. Enter the necessary.

Lesson 17 Mail Merge. Overview Create a main document. Create a data source. Insert merge fields into a main document. Perform a mail merge. Use data.

A/R Statements & Format Options AgVantage ® Software National Conference & User Exchange June 22– 24, 2016 Michelle Sirosky.

Employee Self Service (ESS) Version Employee Self Service  access from any computer.  view their elected withholding, earnings summary, check.

Compatible with the latest browsers; Chrome, Safari, Firefox, Opera and Internet Explorer 9 and above.

ACE – Advanced Customer Experience Overview

How to Setup and Utilize Functionality

Presentation Overview

Quick Exports: Creates Excel spreadsheet of your current search list.

EPaperlessOffice Setup, Use & Marketing.

(Includes setup) FAQ ON DOCUMENTS (Includes setup)

Dreaming of a Paperless Office

Survey Says… Keegan Johnson.

Survey Says… Keegan Johnson.

Quick Exports: Creates Excel spreadsheet of your current search list.

Volume Marketing Tool.

What’s New in Ventus Service Management.

To access bill pay site go to biller specific URL

Intro to Campus Accounting

Receivables Management Customer Master Records

Mail Merge April 1, 2004.

To access our web services, go to……

Feed Order System Manual

Presentation transcript:

ing Invoices, Statements, Grain Settlements and PR Stubs AR End of Month Menu Option 1 Print Statements Option 10 Setup Menu Or GO U

Mail Menu

Setting up Customers Options 2,6,10 and 11 Maintain list If customer has address field in AR customer file, it will automatically bring it in here. Select which tran codes you want to send Invoice options. CSV, CS1, PDF, PD1 and HTML PDF is only option for Statements, Settlements, and PR Stubs

Customer Maintenance F6 to Add new customers.

Adding a Customer

Sending Invoice Menu option 1 sets your invoice send times. s get sent after an AR merge. Send individual from customer account summary screen.

Option 3 Reports Option 3 generates reports showing what got ed and what didn’t.

ng Statements Take option 7 from Statement Menu Or option 7 from Menu

This will statements to all customers setup in the Maintain Statement Customer List. They will still get a printed copy if the flag in the customer file is set to yes.

Customer file

ing Grain Settlements When you print a settlement check from Option 1 it will send the at the same time. Option 5 from Grain Settlements menu to resend one.

Option 1 Add Settlements

Settlement Entry

Check data and F2 to confirm

Resend Settlement Sheet Take option 5.

Resend Settlement

Payroll Stubs

2 programs on desktop of PC.

Payroll Stubs