Dennis
02-19-2010, 12:58 PM
A recent tech support call pointed out an inconsistency in our handling of prepaid deposits, in Billing Statements.
If you enter a Bank Deposit from a Customer account, it shows up as a line item in the Billing Statement, and will deduct from anything from that customer-- sales, rentals, project work, change orders, etc.
However if you enter a Bank Deposit from a Project account, it does not show up in the Billing Statement. Instead, it appears as a line item in the Billing Record for the project, where you can subtract it from the work completed.
Each method works fine on its own, but it can be confusing that a prepaid deposit shows up in two entirely different places, depending on how you enter it.
We haven't figure out a good way to resolve this, yet. It's kind of like there are two different "philosophies" of what a bill should look like, and they don't combine very easily.
Any user thoughts on the problem?
If you enter a Bank Deposit from a Customer account, it shows up as a line item in the Billing Statement, and will deduct from anything from that customer-- sales, rentals, project work, change orders, etc.
However if you enter a Bank Deposit from a Project account, it does not show up in the Billing Statement. Instead, it appears as a line item in the Billing Record for the project, where you can subtract it from the work completed.
Each method works fine on its own, but it can be confusing that a prepaid deposit shows up in two entirely different places, depending on how you enter it.
We haven't figure out a good way to resolve this, yet. It's kind of like there are two different "philosophies" of what a bill should look like, and they don't combine very easily.
Any user thoughts on the problem?