• Switching Billing/Cash Receipts to the AR Module from Job Cost

    We currently bill and enter cash receipts in Job Cost, but I want to transition it over to the AR Module. How would I go about setting this up?
  • How to correct duplicate Misc. Cash Receipt entry

    The same Misc. Cash Receipt was entered twice, on different dates. Since it was not payment towards an AR customer account, how do you correct the duplicate entry?
  • Customer Deposits to Liability Account

    How do I enter customer deposits to the liability account, then deduct it from their final bill to debit the liability? There dosen't seem to be an easy way to enter, apply, and deduct in billing or accounts receivable. I figured out how to enter a…
  • Applying Customer Cash Receipts to Distributions

    CRE 300 allows applying the initial cash receipt (through Enter Cash Receipts) to the distribution level of an invoice BUT if you have a Customer Cash Receipt and at a later date are ready to apply, CRE 300 does not allow us to apply to the distribution…
  • Cash Management Module - Detail AR Transaction Description

    Is there a way for me to change my Cash Management and/or AR settings so that instead of seeing the “AR ENTER CASH RECEIPT” int the description field, it will record the actual customer who paid us instead of just a receipt summary on my Cash Management…