Option

Description

Recurring Billing Management

Recurring Billing Management (Alt+A+R)

Opens the Recurring Billing Management screen where a user can view past billing invoices and generate a new billing run.

Commission Statement Management

Commission Statement Management (Alt+A+C)

Opens the Commission Statement Management where a user can view past commission statement runs and generate new ones.

Customer Statement Generation

Customer Statement Generation (Alt+A+S)

Opens the Generate Statement screen where users can generate new statements for customer billing.  See Customer Statements for more information.

Customer Statement Reprint

Customer Statement Reprint (Alt+A+U)

This function opens the Reprint Statements screen allowing a user to view details of previous customer statement runs and statements.

Dynamics GP Order Inquiry

Dynamics GP Order Inquiry (Alt+A+D)

This function opens the Dynamics GP Order Inquiry screen allowing a user to view document and distribution data from Microsoft Dynamics GP for a specific order.

Advance Processing

Advance Processing (Alt+A+A)

Opens the Advance Processing screen where a user with appropriate security privileges can generate advance transaction.

AR Collections Inquiry

AR Collections Inquiry (Alt+A+O)

Selecting this option opens the AR Collections Inquiry window allowing you to view collections data on one or more customers at a time, and more.

Credit Card/Bank Payment

Credit Card/Bank Payment (Alt+A+P)

Opens the Credit Card/Bank Payment screen allowing you to process payments for the order or customer on the order.

Setup Online Payment

Setup Online Payment (Alt+A+S)

Opens the Setup Credit Card/Bank Online Payment screen allowing you to generate an online payment to the shipper or customer.

Capture Credit Card Information

Capture Credit Card Information (Alt+A+I)

Opens the Capture New Payment Method screen (from AutoPay Setup (Recurring Billing)) allowing you enter payment information for an order or customer on the order for future payment processing through Credit Card/Bank Payment and Recurring Payments.

Mobile Crew Time

It has two sub-options:

1.     Add Punches

2.     Manage Punches

Export Punches to Payroll

Export Punches to Payroll (Alt+A+E)

Opens the Export Punches to Payroll screen allowing you to review and transmit punch activity by date and branch to Crew Punch for payroll processing. Refer to Crew Punch Integration for more information.