Updates to Financials
Background payment posting
We added the ability to run A/R payment posting, A/R wire posting, and A/R draft posting on the Background Queue. Use the Increment Date field on these forms to set up a background task:
- A/R Payment Posting
- A/R Wire Posting
- A/R Draft Posting
Excel financial tool
Use the new Excel-based tool for financial reporting to work with general ledger data. You can create a fully interactive data-bound workbook to produce various reports, such as a balance sheet, without requiring development knowledge or knowing the complexity of data access.