Weekly CP System Updates
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      1. Compliance Publishing Support
      2. Weekly CP System Updates

      BILLING CENTER ENHANCEMENTS (7/8/2021)

      VOIDING AN INVOICE WITH PAYMENT DISTRIBUTION:
      Billing 07072021 1

      For this Customer:

      ▪ All Invoices are Paid
      ▪ There is no Accounts Receivable Balance
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      In Order to Make a Correction:

      ▪ Invoice Number 111111149 must be voided
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      Invoice Void Screen

      ▪ Invoice Marked for Voiding
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      Manage Customers, Billing Screen shows:

      ▪ The Payment Amount is automatically available for Distribution
      ▪ The Invoice has been Voided

       

      IMPORTING OPEN INVOICE INFORMATION FROM A LEGACY ACCOUNTS RECEIVABLE SYSTEM:

      ▪ THIS FEATURE IS USED TO STREAMLINE THE CONVERSION TO THE COMPLIANCE PUBLISHING BILLING CENTER FROM A LEGACY SYSTEM
      ▪ INVOICES WITH AN OPEN ACCOUNTS RECEIVABLE BALANCE CAN BE IMPORTED USING A SPREADSHEET

       
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      Import Invoices Menu Path

      SPREADSHEET (IN .CSV FORMAT) IS CREATED WITH FIVE COLUMNS IN THIS ORDER:

      ▪ Invoice #
      ▪ Invoice Amount
      ▪ Invoice Date (in MM/DD/YYYY format)
      ▪ Username
      ▪ CMS Account Number

      Either Username or CMS Account Number is required to identify customer
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      Import Screen:

      ▪ Choose File