ACCOUNTS PAYABLE - Communications

Send and track emails, create internal notes, alerts and calendar entries, and attach files for the AP record

• red lettering indicates there is a Communication present
• Refresh to load any Accounts Payable Communications that may have been added since the last refresh and that may not be displaying on this list

•   Accounts Payable Communications List Filters / Search / Functionality - see Accounts Payable List Filters
•   Export Accounts Payable Note(s) in Excel or CSV format - see Export
• New Communication / Attachment for the current AP Account

         

• • option to Insert Date/Time into the message

• •   Add Attachment(s) of any file type which will copy the file to C:\ProgramData\Spire\media
    • to centralize these files, there is the option to Migrate them onto the Spire Server in C:\ProgramData\Spire\media\(database name)
      • Tools > Migrate Files
        

                         

• • Add Link for a URL or file not in the centralized location mentioned above
  • Open Related (in this case, the Payable Account)
  • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up

• • enter Subject
  • select Type from a preset list or add a New one on-the-fly from the browse list
  • enter the message in the body
  • Assigned To - any user set up in the system
  • Due Date (triggered by system date, not logon date) - schedule the message to
    • popup at the Assigned User’s logon (if Alert is checked)

               

• • • • view scheduled Alerts in Tools > View Notes Due Today
    • display on the assigned User’s Calendar, where the Communication can be viewed / accessed, with view options:

                                           

• • • • Show Users to select which User’s entries you wish to see in your Calendar - activate in User setting View All Calendars (each User’s entries will be a different colour)

• • • • Show Modules to select which originating Modules to display, from modules you currently have access to
      • Show Unassigned to also see entries not assigned to any User (Unassigned entries will be black)
      • Show Completed to display all Calendar entries marked as Completed

• • Number - option to numerically code or sequence for sorting in Filters and Reports
  • Completed Date - enter any date to discontinue this alert or Mark Completed to insert the current logon date
  •   Print is only applicable to Communications on Inventory Items, Customers and Vendors for Sales or Purchase Order forms
  • Alert will cause a popup message when the User logs on at the 'Due Date' identified

• • the Communication will also display here in the Communications module, where you have access to the following:

             

• • • • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up if you don’t want to delete it
      •  Open Related (Accounts Payable Account)

• • option to Edit / Delete selected Communication(s)
  • Print reports on selected Communications (see Accounts Payable - Reports)
  • Communications List Context Menu - right-click on any line to display