Having consulted on Great Plain previously before becoming a Sage consultant I can definitely comment on the struggle I see people go through knowing weather or not in AR or AP when doing a CM or DM how to set this up.

For example when you do a CM in AR you put the balance in as positive, where as in AP it is negative and when doing a DM you put the balance in as positive for both AR & AP.

I believe it would make life easier if we were give a drop down to label whether when in invoice data entry if a transaction is a CM, DM, Invoice, or adjustment. This way too when you go to do an inquiry it defines the transaction types more and we can see a better picture of what is going on.

by: Rosario S. | over a year ago | Financial Management