New Features and Fixes coming in late February 2014 for Collections Management

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4 Responses

  1. Andrew says:

    We are trying to use your product across a 350,000 customer base. In addition to hanging for 15 minutes to bring up the Collections Plan Processing screen, we have a similar problem with the Assign Collection Plans to Customers window because it tries to preload (seemingly) the entire customer master.

    For the invoice naming. Our invoices are name like G123_custA_date.pdf
    the invoice number in GP is G123. If I rename my file to G123.pdf it picks it up but not otherwise. Can you clarify that the invoice must be named exactly docnum.fileext?


    • Hello Andrew,

      Thank you for your post. We have found that a large customer base such as yours did cause the window to open slowly. We have rewritten the way this window opens to make it much more stream lined, and these features will be included in this February release.

      Regarding your other question on invoices, you are correct: the document must be named like the document number. That’s how GP is able to find it. If you have further questions into this functionality, please feel free to contact us and we can clarify this for you.

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