AR/GB Settings
This General Billing setting determines the default due date for Client Invoices.
What is the Payment Term (Due Net 30).
These two AR Categories are used most often in General Billing.
What are 01 and 02?
The ability to Output to PDF is found within this sub-folder of the Roles program.
What is Munis System?
This Workflow Business Rule, known as the 'catchall rule' must be assigned to this step.
What is 99?
The GL Effective Date pertains to impacts to the General Ledger. By contrast, the Effective Date only affects this.
What is Interest?
Rather than deleting a Person or Entity, they are 'inactivated' within this program.
What is Customers?
This Accounting Method funnels to a Deferred Revenue account until payment is actually made.
What is Cash Accounting.
This sub-section of User Attributes is where users can be set up as a 'Workflow approver.'
What is Workflow Detail?
(True / False) A Client can apply one or more individual approvers or roles to a single Business Rule.
What is True?
This Toolbar Option is used to select a specific invoice in your Batch while working in Invoice Entry and Proof.
What is View Batch?
This is where you'd find the AR Code Settings.
What is the Toolbar in General Billing Settings?
The following is an example of this.
yyyymmdd-BBBBBBBB-#########
What is a Payment Deposit Number format.
All users must be set up with this role.
What is General Ledger setup?
These are the most common Business Rules for General Billing.
What are GBM, GBA, IVA?
What are GB Invoice Approval, GB Invoice Maintenance, GB Invoice Adjustment?
Though it often causes more problems than solutions, this Toolbar Option can be used to provide a single invoice from a batch to a Customer without posting the whole batch.
What is Generate?
This allows you to select the Cash Accounting Over-Short (write-off) options.
What is Accounting Options within Accounts Receivable Settings?
You'll often see ERR as the reason for a reversal or adjustment. This is where you can find the setup for these types of codes.
What is Accounts Receivable Miscellaneous Codes?
Within Accounts Receivable Roles, all the settings above this section pertain to a user's functional role.
What is Data Access?
This is the Workflow Process Code used for Payment Reversals Approvals.
What is RVA?
Reference fields 2, 3, and 4 will automatically pull this information when dealing with Invoice creation programs.
What are Customer ID, Invoice Number, and Batch Number?
The system will automatically assign an Invoice Number to new Invoices (called the Next Invoice Number in GB Settings), but this type of invoice is exempt unless specifically selected.
What are Recurring Invoices?
This is the only way to get access to the Rate Table field when setting up a charge code.
What is Calculation Code 07?
Sometimes, your batches of invoices won't go through, even though they appear to have been approved. This setting can fix that problem.
What is Batch Release Status in AR Role Permissions?
The default Workflow delivery method is email. These are the other options.
What are Tyler Hub, Workflow Assistant, or All?
When using Discounts on Invoices, this format is used for the Discount Amount field.
What is percentage of total amount due?