Fiscal Year-End Help is here!

Time to clean up, clear out! Don’t worry, you do not have to face this daunting task alone.  We will help! To make things easier, we have sale-priced some of our more popular year-end services. Online training for only $800 per day  You will...
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RECLASSIFY REVENUE TYPE RECEIPTS AS PRIOR YEAR REVENUE

Organizations (Enterprise and OpenRDA 101 that have the software bundle FM 23–Default Account Codes) will now see a reclassification process on the receipt maintain screen (Accounting tab). This is applicable to revenue type receipts that are deposited to one...

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MISC BILLING: CLASSIFY PAYMENTS AS PRIOR YEAR REVENUE

A new report has been created for the Misc Billing module that will allow revenue type receipts (cash basis or deferred revenue) deposited in one fiscal year to be reclassified as revenue/receivable for the prior fiscal year. The report is accessed via Maintenance...

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EMAIL DOCUMENTS IN MASS (EMAILOCCDOCMASS)

Occupational Tax documents can be emailed in mass to businesses whose master contains an email address. The process allows ranging on email address and outstanding balance as well as selecting based on the emailed flag. This is especially helpful and cost effective...

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UPDATE PAYROLL JOBS (UPDJOBS)

When payroll job masters are gathered into Budget Prep via the Gather Jobs process, the Leave Allowed flag will automatically be included. When updating jobs back to payroll via the Update Payroll Jobs process, an option has been added to Update Leave Allowed. If...

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SET NAME OF EMPLOYEE IN LEAVE MASTERS

A change has been made so that the name of the employee (from personnel demographics) is automatically established in leave masters each time program updates are installed. The report for doing this can also be run at any time from Leave Management’s Maintenance...

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SET VENDOR WITHHOLDING CHECK/ELECTRONIC NUMBERS

A warning will be provided when setting check or electronic numbers for vendor withholding vouchers when the check/electronic date is not the same as the system year. When that is the intent (for example, setting numbers for V/W vouchers in December for January...

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SET CHECK NUMBERS/SET DIRECT DEPOSIT NUMBERS

When assigning checking numbers or direct deposit numbers for a payroll, a warning will be provided when the year of the check date or direct deposit date entered on the range screens is not the system year. This warning can be saved through (Continue) if that is the...

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SET NAME OF EMPLOYEE IN LEAVE MASTERS

A change has been made so that the name of the employee (from personnel demographics) is automatically established in leave masters each time program updates are installed. The report for doing this can also be run at any time from Leave Management’s Maintenance...

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