Tag: Accounting
- 2Copy a pre-invoice from one job to another.We currently have some custom programming that allows us to copy a pre-invoice from one job to another. In our conversations with other Monarch Users who are involved in the Monarch Users Group, we fo... Read more...
- 1GL - Suggestion for Auto-Reversing EntriesJob Status setting within Monarch Foundation > Job Management Options> Job Status if Credit Limit Exceeded set to ‘‘Give option to set Job to inactive’ and by design there, job comes from iplan ... Read more...
- 1Linking bank account to Monarch to improve reconcilationAre there plans to improve Monarch so that you can link your bank account for easier reconciliation and transactions?
- 1AR Invoice Lines - Sort by Job IDWhat I am doing can have 50+ jobs being invoiced on different days during the month, so it would be a lot of work trying to move them around. Jobs are invoiced by sub-job only unless there is only the... Read more...
- 1Suggestion for Extra Stubs in AP PaymentsThe client would like an option for AP checks with extra stubs to print remittance advice rather than voiding checks for the stubs.
- 1AP Payments - Voucher SelectionAP Payments using the Complete Non-Check Payment button if you have multiple Vouchers for one Supplier they have to be added one at a time - The enhancement Request is to add an Add All button
- 1Alert for Cash On Delivery ClientsThere is no alert when a customer is COD from the begging of the entry of the job to invoicing the job. We currently have found a way to use the expense code for an alert but it is easily missed and ... Read more...
- 1AP Supplier 1099 ReportAllow the user to simply enter the date range for the report. An additional suggestion would be to allow the user to enter a threshold ($600 for example) and have the option to exclude suppliers that ... Read more...
- 1Checkbox for AP Supplier 1099 ReportAdd a checkbox next to the AP invoice line that can be selected if the expense should be added to the 1099 report. Some expenses should not be on 1099, i.e., hourly rate expenses.
- 1Display Total Selected for AP PaymentsThe client would like the total AP payments selected in the bank reconciliation program to be summarized at the bottom of the screen, similar to the deposit reconciliation.
