Backup for Credit Card ProcessingOur internet connection (DSL) goes down sometime when there is a phone call
coming and this causes issues with processing credit cards. Thinking of
getting a Credit Card Processing machine such as Verifone 3200 or Hypercomm
T7 (these seem to be compatible with Mercury Payments). The suggestions/input
I would like from the group is if this backup plan of using Credit card
machine is a good one or there is a better option, second which model and
brand of credit card equipment you would recommend. Lastly, what type of
tender should we use if we do credit card outside of RMS?
As always, Th...
Unapplying a posted retainerIs there anyway to unapply a retainer in billing after it
has been posted?
...
Accounts Payable Credit memosDoes anyone know of a neat way to handle credits that are received from a
vendor when the original invoice is already paid?? Using the auto-apply
feature when printing out the checks has created MAJOR headaches. We get a
ton of invoices for food since we prepare school lunches for several
different schools. When using the auto apply the vendors do not understand
why we are not paying the full amount since GP doesn't show the credit memo
as a separate line item. Any ideas would be greatly appreciated.
Hi Dawn, we have a solution called National Accounts for Payables Manager
tha...
Credit Card Number FormattingHi Folks - In Excel 2002, if I enter a 16 digit credit card number, Excel
will display the first few digits appended with E+15. Is there a way to
force Excel to display the 16 digits without entering a single quote first?
Thanks.
Mike
Since you are not doing any calculations with these numbers precede the
entry with an apostrophe,
that will make it text but the limits with regards to numbers (limit is 15
digits) is not there.
You can also format the cells as text before you enter the numbers
--
Regards,
Peo Sjoblom
"Michael" <mlaferriere@homekeyinc.com> wrote in mes...
RM Unapplied Payment in HistoryWe have a Sales Invoice in Open, but somehow the payment associated with this
Invoice has been moved to History. Sales Invoice shows full amount remaining;
Payment shows $0.00 amount remaining, but no "Applied To Debits" and no
distributions. We need to be able to move payment back to Open in order to
apply to the associated invoice.
...
Credit check in GPGP sales module can automatically place an order on hold if the customer is
above his credit limit.
It will give a warning if the customer has balances over a user defined
aging period.
Is there anyway to put an order on hold if the customer has balances over a
user defined aging period?
Jamrock,
Actually it’s not! We have developed a tool in our company to achieve this
goal, please check the tool technicalities below:
http://www.greatpbs.com/Objects/Documents/CustomersHoldsManagement.pdf
Regards,
--
Mohammad R. Daoud
MCP, MCBMSP, MCTS, MCBMSS
Mob: +962 - 79 -999 65 85
Great Package ...
Unapplied receivablesWhat is the quickest way to retrieve ALL unapplied Customer / Cash Receipts.
thank you
H
Hi Harry,
With posted cash receipts, you can use the existing Receivables Transactions
smartlist and add to filters (search) on :
Document Type = Payments
Current Trx Amount <> 0
Hope this helps!
Cheers,
Dennis Araullo, MACS
Microsoft Certified Technology Specialist GP,CRM,AX
MCITP Installation and Configuration AX 2009
MCITP Database Administrator SQL 2008
Citrix Certified Enterprise Administrator
"Harry" wrote:
> What is the quickest way to retrieve ...
Accounts Payable Unapply should allow Unapply of historical trans.The Unapply button on the Apply Payables Document is really just an unmark
all button. Please rename this button and add the functionality to unapply
historical payments, credit memos and returns. I believe this functionality
exists for SOP and should be there for AP.
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suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and th...
Creating Credit Notes in SalesScenario:
Customer was overcharged for an item in SOP. Customer bot an item and an
invoice was created. The unit price of the item is $10 and bot 10 quantities
for a total of $100. After a week of posting the invoice, the price should
only be $8.50, therefore, there was an overcharge of $1.50.
In SOP, you can only create Sales Returns if you are returning an item
(Sales Transaction Entry window). And in cases like overcharge or
undercharge, you can create the Credit Memo from the Receivables Transaction
Entry window (to decrease the customer's balance). However, since there is...
unapplied creditshello,
how can I get a report from great plains 7.5 of unapplied credits.
thanks,
Scott
Have you tried building a SmartList?
1. Start with the basic Receivables Transactions
2. Add the column "Current Trx Amount"
3. Limit the data in the Search window to:
a. Document Type is equal to Credit Notes
b. Current Trx Amount is not equal to 0 (zero).
The list will provide all credit notes with an amount left to be applied.
David
"Scott Rusoff" <ScottRusoff@discussions.microsoft.com> wrote in message
news:35A5134C-B598-470F-961E-50076A2B7B5E@microsoft.com...
...
Unapplying a CheckInvoices were paid with a check. The invoices which were paid are not the
correct ones. The check is in history.
What Accounts want is to bring the paid invoices as well as the check into
an 'open' status.
Can the 'void historical transactions' do this? If not, how can it done?
You are correct that Void Historical Transaction will move them back to open.
However, did the Vendor already cash the Check? Voiding a check will also
void it out of your Checkbook balance so it is best to void the check if you
still have it with you, otherwise you will have to make a manual ...
Interest Free Credit For YearsHere's something everyone should know about. It's an ebook, less than
10 pages long, called "How To Get Interest Free Credit For Years", and
it's free to download at:
http://www.credit-card-transfers.com/how-to-get-interest-free-credit-for-years.htm
I personally am not happy at the banks getting it both ways. Have a
read of this and then decide for yourself.
Gordon Goodfellow
...
How do I reconcile tranfers and credit card payments?Using Essentials 2007.
I've created the accounts, and imported the transactions. I've categorised
each transaction corretly, but Credit Card Payments/Transfers is the largest
category, when in fact this is not an expense, they are transfers.
How do I tie up these transactions with the accounts I've set up?
Cheers.
See http://umpmfaq.info/faqdb.php?q=167.
"mulhall" <mulhall@discussions.microsoft.com> wrote in message
news:90627CD7-B813-48DF-802B-F72C102DCABF@microsoft.com...
> Using Essentials 2007.
>
> I've created the accounts, and imported th...
unapply checkshello,
I have a client that applied checks to a wrong customer, how do I unapply it
and apply it to the correct customer.
Thanks,
Scott
This is a multi-part message in MIME format.
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Content-Type: text/plain;
charset="Utf-8"
Content-Transfer-Encoding: 7bit
Scott,
If a check was entered with the wrong customer ID, there is really no way to
just apply it to another customer, since cash receipts are customer
specific. There are 2 ways of correcting this, you pick:
1. void the original check and re-enter it against the correct custom...
RM UnapplyAbility to Unapply from history A/R transactions that have discounts attached
to them. We have been on GP for over 7 years and this has not been changed,
we utilize the Professional Service Tool RM Unapply and it will not allow
invoices with discounts to be unapplied. This does not make sense, to not
allow just because it has a cash discount.
----------------
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suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow t...
Credit Card....
I'm making a spreadsheet of credit cards and bills taken out of my
monthly check. Well what I want is everytime I type in that I made a
payment on my credit card, I want it to be taken out of my balance...
but I want it to be accurate with my statement so I'll have to do
something to calculate the interest.... I have NO idea what any
formulas are.... Can you tell me how to do this without completely
confusing me?! haha thanks! :D
--
Jenniphur
------------------------------------------------------------------------
Jenniphur's Profile: http://www.excelforum.com/member.php?action...
Unapplying PM DocsI received a message by voiding an open payables transaction: "This document
cannot be marked for voiding. It has been partially applied or is on hold"
I am having difficulty processing UNAPPLY TO MANUAL PAYMENTS for OPEN and
WORK.
Please help if someone can just provide the step by step process (very urgent)
Thanks
The process to Unapply OPEN and HISTORY I understand that the payment should
be voided however, please help on how to resolve the message below and also
HOW TO UNAPPLY PAYMENTS when it is not OPEN or HISTORY which is WORK.
Thanks.
"PM" wrote:
> I rec...
Money 2005 : Line of CreditHello,
I have a Line of Credit Account.
When I make a payment from my checking on this account I use the special
account (which is a transfer) how ever, when the downloaded the Line of
credit information arrives I see that the bank splits this payment into
Interest and Principal. This amount equals the amount of my the transfer I
made from my checking
The problem is matching these amounts to the transfer I've made from my
checking. I see no way to "split" the transfer into the correct catagoies.
Any one have another way?
Thanks
Ignoring the downloaded transaction for ...
Credit documents should be displayed in negativeMany of our customers had voiced out the need to print or show Credit
Documents in negative. THis is particularly useful in Smarlist as when they
export them to Excel,they would like to easily sum the total amount up and
get the net sales/purchases value.
----------------
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suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "...
Problem showing refund to credit cardI am tracking expenses on a large remodeling project.
Purchases are generally made on a credit card. When
unused building supplies are returned, the store credits
my credit card. I have been unable to show this credit in
the same category and subcategory as the purchase. This
makes the project look more expensive than it really is.
How can I fix this? Thanks in advance!
So change the category to the category you are trying to offset. Money may
complain about income in an expense category--tell it to get over it. Why
have you been unable to do this???
"Tom" <anonymous@...
RM Unapply Tool PurchasedWe recently purchased the RM Unapply Tool. It has been installed but where
do we find it to use it?
You need to add the PSTL window to your shortcuts. IT is not added to the
menu structure.
This is described on page 11 of the ProfServicesToolsLibrary.pdf.
You need to be logged in as 'sa' to access it.
"Dan" <dano@alc-net.com> wrote in message
news:1E656164-1F50-4766-B1F7-C36AEC3A092D@microsoft.com...
> We recently purchased the RM Unapply Tool. It has been installed but
> where
> do we find it to use it?
...
Unapply a paymentI have a user that was in the middle of entering a payment in Great Plains
and Great Plains froze up so they logged out and got back in but now the
invoices that were applied are showing paid but need to be unapplied and
deleted so that the process can be restarted.
Where do I need to go to unapply and deleted a payment?
Thanks
Was the payment posted? If so they can go to the posted transactions and
void it there.
"JDR" wrote:
> I have a user that was in the middle of entering a payment in Great Plains
> and Great Plains froze up so they logged out and got bac...
Adding more credit to an existing VoucherOn page 373 of the store operations user's guide, it implies that you can add
more credit to a voucher.
IE, customer has $10 left on voucher 49. Instead of reissuing a new
voucher, i would like to reload #49, with another $50. This is espicially
important because as I migrate to plastic I would like to reuse the cards
instead of give them a new one.
Anyone? Thanks.
~Willie
Willie,
Click on the link to take you into CustomerSource's Knowledgebase;
http://tinyurl.com/bgndv
--
=
"Willie" <Willie@discussions.microsoft.com> wrote in message
news:A12E727F-C431-4A5...
Unapplying a credit memo
We are using GP 7.5 and have run into a problem in Payables when applying a
credit memo to an invoice. If we mistakenly apply it to an incorrect
invoice, we cannot figure out how to unapply it. Is there a way or does GP
not allow you unapply a credit memo? Please tell me that it does or this
will be a major problem.
Any input would be appreciated.
Thanks
Barb
Once the cm is in history, there is no way to unapply it.
What you have to do is:
1. void the check
2. void the credit memo
3. re-issue the credit memo and apply correctly to the correct invoice
4. re-issue the check
Of course...
Credit Card Interest RatesHello,
Is there a function in Excel that will allow me to enter my current credit
card balance, the interest rate I'm being charged and the amount I wanna pay
every month and have Excel give me the rundown of how many months I must pay
that exact amount before my balance gets at 0.00$???
Or be able to calculate the exact amount I'm paying on interest day by
day??? For example:
Date Desc. Amount Bal.
2007/01/01 Balance 1000.00$ 1000.00$
2007/01/01 Payment 100.00$ 900.00$
2007/01/02 Interest 0.65$ 900.65$
20...