01-29-2024 12:28 PM
Is there a way to "pull" invoices back to ST for editing? We are having a time with NSF's for ACH's due to incorrect account numbers being entered in the field. This would make things much easier if this is possible as opposed to making an adjustment invoice and adjustment payments or even making General Journal entries. I prefer as little editing as possible, with the audit trail being tested this would be easily tracked. If there is a way and I just haven't found it, please let me know! I really need this process to be streamlined, we are about to be severely short-staffed staffed and we cannot take a chance on starting an adjustment invoice, answering the phone, and do everything else we have to do in our office.
01-30-2024 11:34 PM
I have had our CSM help with reopening transactions when absolutely necessary, but there is not a way to do it yourself. I know this won't help with the ones you already did, but if it is helpful, I found a way to do NSF checks fairly simple
01-31-2024 06:36 AM
Thank you so much for this! I think this will help greatly!
01-30-2024 05:10 AM
I have been told our Success Manager can do this from the back end, but have never had to ask.