GENERAL LEDGER - GL Account Communications

Document and / or schedule communication on a record or event for the selected GL Account

• red lettering indicates there is a Communication present
• Refresh to load any General Ledger Account Communications that may have been added since the last refresh and that may not be displaying on this list   
• General Ledger Account Communications List Filters / Search / Customization - see General Ledger - Accounts List Functionality

•   Export General Ledger Account Note(s) in Excel (.xlsx only) or CSV format (see GL Accounts Export)
• New Communication / Attachment for the current GL 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 GL 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 who has access to this Company
  • Due Date (triggered by system date, not logon date) - schedule the message to:

• • • popup at the Assigned User’s logon
    • display on the Assigned User’s Calendar, where the Communication can be 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 (will show black)
      • Show Completed to display all Calendar entries marked as Completed
  • Number - option to numerically code or sequence the Note
  • Completed Date - enter any date here to stop notification
  • Print options are related only to Communications on Sales Orders, Purchase Orders, Customers, Vendors and Inventory Items
  •   Alert will activate an alert pop-up when the Assigned User Logs in on the Due Date

               

• • • view all scheduled Alerts in Tools > View Notes Due Today

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

• • • Mark Completed to stop the Alert if you don’t want to delete it

• • • Open Related (GL Account)
    • option to   Edit / Delete the selected Communications(s)
    • Communications List Context Menu - right-click on any line