Eve DuBose

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  • Vendor - Merge/Move - Move Transactions

    Description  Move Vendor Transactions:  This article will walk you through how to move vendor transactions.     Step By Step  1) To move vendor transactions Go to AP Accounts Payable in the left ...

  • Vendor - Add a Vendor

    Description A "vendor" is someone who you are paying for goods or services using the AP system. Avendor must exist in the system before a check can be issued or an AP transaction can berecorded aga...

  • Export Report Packages in Excel

    Description  We have added the ability to export report packages in Excel (xlsx) format.   NOTE: The Excel export functionality is available for both Community Package Builder and Global Package ...

  • Bank Reconciliation Report included in Report Packages & Workflows

    Description  This update provides a more streamlined way to include the Bank Reconciliation report as part of a Report Package and a workflow automation template.   Step By Step - Packages 1) Repo...

  • Owner Adjustment Print Report

    Description  The Owner Adjustment Report header will not include the batch number, accounts, and as-of-date for an owner adjustment. After you’ve posted an adjustment, to view the batch number and ...

  • Community Fact Sheet

    Description  The community fact sheets in the community index page allows you to quickly and easily access important data related to my community all in one place.    Step By Step  1)  Go to Commun...

  • Generate CSV Files When Exporting Coupons to Truist

    Description  You have the ability to generate a csv file when exporting coupons to Truist for a community to avoid the limitations of a fixed-width text file.   NOTE: With the new CSV export: Lon...

  • Enhanced Community Lists Page

    In response to customer feedback, we have enhanced our Community Lists Page by adding sort functionality in Name, Users, Communities columns. You can now click the arrow to ascend or descend allowi...

  • Foreign Address Support

    In response to customer feedback, we are adding support of foreign address so that users can print labels, send coupons to foreign addresses.     1. When adding/editing a property or an owner for a...

  • Send Statements and Mailing Labels to Multiple Addresses

    Description  You have the ability to send statements and mailing labels to multiple addresses.   NOTE: This might impact the cost when sending statements or letters to be mailed by SouthData/Everv...