Ideas for the ADAM DMS

When inquiring in accounts payable there needs to be away to see what was posted to current and what was posted ahead

Sometimes bills are due upon receipt, so while date is usually a factor sometimes I need to know how other bills of the same nature were posted without having to get out of AP to search. It would be conveninent

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  • Dec 13 2017
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  • John Cowan commented
    January 17, 2018 18:54

    Would having the month and year that the invoice posted to in the detail area where the posting date and due date is shown be what you are asking for?

    Peggy Matthews

  • John Cowan commented
    June 6, 2018 18:34

    Would it be helpful to have the month/yr that the invoice was posted to displayed on the Inquiries screen?

    Peggy Matthews

  • Ellen Vanden Heuvel commented
    June 6, 2018 19:19

    It would be helpful to see this information

  • John Cowan commented
    June 7, 2018 13:19

    Thank you Ellen.

    Looking for opinions as to where that information should be displayed.  I believe that having it display on the grid with the Invoice Number as well as amount would be the best place.

    Peggy Matthews

  • Guest commented
    June 7, 2018 15:43

    But It would be nice to also see if the transaction was posted in Current or Post Ahead, instead of going to another application.

  • John Cowan commented
    June 7, 2018 18:18

    trichardson

    I am asking if putting that information on the grid that appears in Accounts Payable when doing an inquiry would be what users are asking for?

    Peggy Matthews

  • Guest commented
    June 7, 2018 18:55

    Yes, if there was some kind of indicator that shows the transaction was posted current or ahead would be great.

  • Guest commented
    June 7, 2018 20:58

    This sounds like a good idea.

    (Would having the month and year that the invoice posted to in the detail area where the posting date and due date is shown be what you are asking for?)

  • John Cowan commented
    June 8, 2018 15:18

    Users asking for information about the Accounting Month/Year that an invoice (Accounts Payable) posted being available on the Inquiry screen as well as the Invoice/Distribution screen.  This information would be stored when the invoice is posted so this will be available once the customer is updated forward.

    I have posted two mock ups of what we would do for this request.

    Peggy Matthews

  • CINDY SEAMONS commented
    June 8, 2018 16:02

    That’s great! Now can you make it so you can reverse and repost automatically if you happened to close it in the wrong month, similar to that in ACCAR?

  • John Cowan commented
    June 8, 2018 16:12

    Great thank you

    Cindy can you put that in as an enhancementof it's own

    Peggy Matthews