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.