Question:
What are some of the new features added in Reporting to the MAX including Point of Sale and Non-profit Versions Version 10?
Answer:
Accounts Payable
Recurring Payments to Vendors by Credit Card
With the added feature in Accounts Payable that allows
you to pay vendor bills using a credit card, there is a
change in the functionality of paying recurring bills. If
you will be generating recurring payments that are made by
credit card, and reference # is included in the original
transaction, you must edit the reference # to create a
unique reference after the transactions are generated.
Otherwise the reference # will not be unique and it will
generate an error.
Reverse a Credit Card Payment
If you use the new feature and pay vendor bills using a
credit card, there is a change in the functionality of
paying the credit card vendor bill. If you enter a bill that
will be paid with a credit card, and include a reference #
in the original transaction, when you are ready to pay the
credit card vendor, you must enter a different reference #
it will not be unique and it will generate an error
indicating that you have duplicate check numbers.
Accounts Receivable
Field Change in AR Enter Payments/Adjustments Window
According to the documentation, in the AR Enter
Payments/Adjustments window the field in the detail grid is
Discount Amount. To allow you to see other columns in the
grid, the width and label has been changed to read Discount
Amt.
Edit Report Change
The way in which discounts show in the Edit Report has
changed. Now, when you are posting a customer payment but
are only applying a portion of the payment to a specific
invoice(s), any discounts taken for invoices not selected in
the detail grid of the AR Enter Payments/Adjustments window
will not show on the Edit Report, but will show on the
Posting report(s).
Bank Reconciliation
Financial Processing Service Name Change
The service previously noted in any documentation as
"Create-a-Check" has changed to "Piracle." The product and
contact information are correct as shown in the
documentation.
Main Menu
Minimum Characters for User Password Increased
The minimum number of characters required for a user
password has been increased to seven. If you are upgrading
from a previous version of the software, any existing
password will be converted as is, but when you attempt to
change (reset) the password your new password must be a
minimum of seven characters long. To change a user password,
refer to the section on working with users and passwords in
your user's guide.
Credit Card Best Practices Update
With the new feature for credit card compliance, after
you install version 10.0 and launch Reporting to the MAX including Point of Sale and Non-profit Versions
for the first time or any time you launch the Main Menu
module, the system will verify that the "CMS21.exe" file
exists in your Reporting to the MAX program directory.
If the System is unable to locate the "CMS21.exe" file, a
message will appear. If this occurs, you need to reinstall
this file from the Reporting to the MAX CD or contact Customer
Support at (800) 390-7053 for assistance.
Payroll
Financial Processing Service Name Change
The service previously noted in any documentation as
"Create-A-Check" has changed to "Piracle." The product and
contact information are correct as shown in the
documentation.
