Sean Anderson

Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.

As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.

Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.

Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.

As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.

Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.

Curious what those audit files you create in each Bill Generator Instance do? Here’s a brief description on what each of these represent.

Forecast Reconciliation Data – shows any discrepancies between the Payable Summary and the Billing Data, as well as any outliers in the data such as outside of days in cycle over 90 days, or any fee p…[Read more]