ACCOUNTS RECEIVABLE - Communications

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

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

•   AR Communications List Functionality - see Accounts Receivable - Access / List Functionality
•   Export Accounts Receivable Note(s) in Excel or CSV format - see Accounts Receivable - Export
•   New Communication / Attachment for the current AR 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 Accounts Receivable record)
  • 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 for Popup Alerts and / or Calendar entries
  • Due Date (triggered by system date, not logon date) - schedule the message to:
    • popup at the assigned User’s logon

• • • • view all 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 click on 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 Receivable Account)

• • option to Edit / Delete the selected Communications(s)
  • Print reports on the selected Communications (see Accounts Receivable - Reports)
  • Communications List Context Menu - right-click anywhere in the list to display