GP Optimizer Winter 2013: Making Receivables Easier to Manage

Written By ICAN Software Solutions for GP
Optimizer Winter 2013 Edition by Rockton Software

Microsoft Dynamics GP users who deal with a large volume of receivables know the pain of having to apply a large number of credit documents like payments, returns, or credit memos against debit documents like invoices.

One Microsoft Dynamics GP user often has to apply a payment against thousands of invoices.  Mass Apply Receivables allows them to import in a CSV file that they created from Excel with all of the apply details.  They then can run a routine that allows them to preview and process all of those applies with one click.

Other users of Microsoft Dynamics GP often have many leftover payments, returns, or credit memos with amounts remaining that they wish to auto apply purely based on document date (rather than the GP auto apply logic which applies by document type first, then by due date or number).  Mass Apply Receivables allows them to auto apply across a range of customers and document date, and provides the ability to restrict on customer class and a maximum credit document amount threshold.

When customers have to deal with multicurrency payments, they are forced to use the manual apply window which can be time-consuming and tedious.  Mass Apply Receivables allows for automation of the apply process in these cases saving users time and effort.

And when customers would like to have returns automatically applied to the correct invoice, they can make this happen by using another feature of Mass Apply Receivables.  If the invoice number, to which the return should be applied, is stored in the Customer PO Number field on the return, then Mass Apply Receivables can be run to automatically apply all such returns with one click.

Mass Apply Receivables is just one of many great products from ICAN Software Solutions. We make solutions that turn hours into minutes…

We Work Late So You Won’t Have To!

Want more information? View Mass Apply Receivables Demo!

Download GP Optimizer Winter 2013 Edition by clicking here!