Sage Construction Management Ideas Portal
Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in SCM until months later because it was overlooked.
@Guest I fixed the categories to your idea. Thank you for the additional details.
It's not in the accounting link. It is on the Prime Invoice where you enter the payment received. There currently is no sync to import the deposit so for the Prime Invoice to show as being paid you have to enter an amount in the section labeled Accounting Status. When you enter the payment amount it automatically updates the Payment Updated with the current date and time. I would like the Payment Update field to have the ability to be manually updated so that you have the correct payment date reflected. Maybe it doesn't really matter, but if I were the controller, that is how I would want it to behave.
Julie,
I am uncertain if this is an enhancement, suggestion, or a bug. Which accounting link are you referring to. Did you try sending a Customer Support Request?