We've released a number of new features and enhancements in our latest update for the Fast-Weigh Web Portal. You don't need to do anything to trigger the update; your Portal will update automatically.
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Fast-Weigh Web Portal - Update Summary
NEW - Credit / Rebill Feature
- Users can use our new Credit/Rebill feature to credit invoices, create negative copies of credited tickets, and create new tickets available for rebill in one simple step. Please view our walkthrough video for a full explanation on Credit/Rebill in Fast-Weigh.
Note: Invoices already credited cannot be credited a second time.
- Credit/Rebill can be performed via the new Actions button on the Billing History tab. To access Actions, simply expand a Batch and select an Invoice (shown below)
- On the Billing History tab, a new Batch Type dropdown menu allows users to filter the Billing History grid by Invoices or Credits.
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Additional notes:
- Batch character limit has been increased to 50 characters.
Note: Batch character limits governed by your accounting system still apply.
- Important guidelines for clearing Batches and Invoices:
Batches can be cleared when:
1. They have not been exported
2. They are not credited batches
3. They contain no invoices with payments, email distributions, or credited invoices
Invoices can be cleared when:
1. No payments have been made
2. They have not been credited
See our video walkthrough below for more detail on Credit/Rebill in Fast-Weigh:
NEW - Accounting Periods
Our new Accounting Periods screen allows portal administrators to lock financial data for a given date range. To access accounting periods, navigate to Settings >> Accounting Periods.
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When an Accounting Period is established:
- A batch cannot be created when its invoice date falls within a closed period
- Batches/Invoices with an invoice date within a closed period cannot be cleared
- Tickets cannot be removed from an invoice dated within a closed period
- Invoices cannot be credit/rebilled when the invoice date of the credit/rebill is within a closed period
- This feature can be used only by users with the Admin role. Learn more about Web Portal roles.
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If you have questions about this update, please give us a call at 865-219-2980 or send us an email at support@tacinsight.com. Additional information on all of our products can also be found on our website. – www.tacinsight.com
Related Posts
We've released a number of new features and enhancements in our latest update for the Fast-Weigh Web Portal. You don't need to do anything to trigger the update; your Portal will update automatically.
______________
Fast-Weigh Web Portal - Update Summary
NEW - Credit / Rebill Feature
- Users can use our new Credit/Rebill feature to credit invoices, create negative copies of credited tickets, and create new tickets available for rebill in one simple step. Please view our walkthrough video for a full explanation on Credit/Rebill in Fast-Weigh.
Note: Invoices already credited cannot be credited a second time.
- Credit/Rebill can be performed via the new Actions button on the Billing History tab. To access Actions, simply expand a Batch and select an Invoice (shown below)
- On the Billing History tab, a new Batch Type dropdown menu allows users to filter the Billing History grid by Invoices or Credits.
Additional notes:
- Batch character limit has been increased to 50 characters.
Note: Batch character limits governed by your accounting system still apply.
- Important guidelines for clearing Batches and Invoices:
Batches can be cleared when:
1. They have not been exported
2. They are not credited batches
3. They contain no invoices with payments, email distributions, or credited invoices
Invoices can be cleared when:
1. No payments have been made
2. They have not been credited
See our video walkthrough below for more detail on Credit/Rebill in Fast-Weigh:
NEW - Accounting Periods
Our new Accounting Periods screen allows portal administrators to lock financial data for a given date range. To access accounting periods, navigate to Settings >> Accounting Periods.
When an Accounting Period is established:
- A batch cannot be created when its invoice date falls within a closed period
- Batches/Invoices with an invoice date within a closed period cannot be cleared
- Tickets cannot be removed from an invoice dated within a closed period
- Invoices cannot be credit/rebilled when the invoice date of the credit/rebill is within a closed period
- This feature can be used only by users with the Admin role. Learn more about Web Portal roles.
______________
If you have questions about this update, please give us a call at 865-219-2980 or send us an email at support@tacinsight.com. Additional information on all of our products can also be found on our website. – www.tacinsight.com
