This article contains the Bookkeeper and System Administrator Version 14.3 release notes. 

Bookkeeper 

Vendor Invoices Module 

Post & Pay Multiple Vendor Invoices 

Bookkeepers, with sufficient permissions, can now select multiple invoices and choose to post and pay them.

This allows for the generation of a single payment requisition for a Vendor with multiple invoices.

1. Select the Invoices 

Open the Vendor Invoices module, hold down the Shift key on your keyboard and click on the relevant invoices listed on the Overview grid. Then click the Post & Pay button.

System Administrator 

Posting Codes Module 

Create a New UTBMS Schedule

1. Find the Schedules 

Open the Posting Codes module and browse to the new Schedules tab. The tab features a UTBMS Schedules grid.

2. Define the New Schedule

Click Add, and the Add UTBMS Schedule window will open. Name the new schedule and use the arrows to select or deselect the applicable codes. You can select multiple codes.

• In the example below, the Copies, Copying, and Other codes have been selected.
• Use SHIFT to select a range of codes
• Use CTRL to select multiple individual codes

3. Adjust the Rate Associates with the Schedule

To apply a custom rate for the Schedule, click on the Rate hyperlink. The Edit Rate dialog will display. Add the new rate and click Save.

• In the example below, the Copies rate has been adjusted from $0,00 to $15,00

  

4. Save the Schedule

Review your selections and click, Save.

Edit Existing UTBMS Schedules 

1. Open the Posting Codes Module 

Navigate back to the UTBMS Schedules grid. Choose your UTBMS schedule and click Edit.

2. Edit an Existing Schedules

The Edit UTBMS Schedule window will open. Make the necessary changes, then click Save.

Delete UTBMS Schedules

1. Open the Postings Module 

Return to the UTBMS Code Schedules grid. Choose your schedule and click Delete. A warning dialog will display. Click Yes to permanently delete the UTBMS Schedule.

Roles Module

New Permissions

1. UTBMS Schedules

• System Administrators can now add, edit, and delete UTBMS Schedules.
• To give a role access to these permissions, browse to the relevant Administrator role. Navigate to the Posting codes permissions.
• Tick the Add UTBMS Schedules, Delete UTBMS Schedules, and Edit UTBMS Schedules checkboxes.

• Click Save and restart GP Desktop to apply your changes.

  

2. Contracts 

Your firm can now restrict a user’s ability to create new contacts.

To apply the restriction, open the relevant role and browse to the Contacts permissions list. Untick the Add Contact permission and click Save.

Practice Setup Module

Configure EFT Payment Date Default

If your firm processes EFT payments, you can choose whether to use the requested “pay by date” as the default date for the payment. Alternatively, have the default payment date always use the current date.

1. Set the Default Date 

Open the Practice Setup module and navigate to the Payments tab. Locate the Online Payments section.

2. Save you Changes 

Tick the Apply Pay by Date for EFT payments checkbox if the payment date should default to the requested pay by date. Else untick the checkbox to have the payment date defaulted to the date of processing. Then click Save.

Electronic Billing: Ignore 255 character limit

For firms that use Ledes 2.0 format, a new option has been exposed on the e-billing templates to ignore the 255-character limit for line item narrations.

1. Locate e-billing Template 

Open the Practice Setup module and navigate to the Invoices tab. Locate the Electronic Billing Templates section and choose the appropriate template for editing.

2. Ledes 2.0 Option

On the Electronic Billing Vendor Template, locate the Ledes 2.0 section. Check the new checkbox option Line item narration – ignore 255 character limit if your vendor supports longer line item narrations on the invoice.