Accounts Receivable (AR) – What’s New

Version 6.0 | 6.1

Overview

The following is a non-exhaustive compilation that lists recently updated topics related to the Govern for OpenForms^TM Accounts Receivable module.

What’s New!

AR – Module Map

Accounts Receivable (A/R) Module Product Map Overview General Forms & Features General Business Rules, Processes, Forms and Features Section

Posted in Accounts Receivable, General, Product Map | Tagged A/R, Accounts Receivable, AR, Map, Module, Module Map, Product, Product Map | Leave a comment

308-icloud

Integration – Invoice Cloud Version 6.0 Overview Governs’ Invoice Cloud integration provides an invoice presentation / payment solution using Invoice

Posted in Accounts Receivable, Integration | Tagged 308-icloud, API, Cloud, Govern, iCLOUD, Installation, Integration, Invoice, Service, Services, Verification, Web | Leave a comment

AR Inquiry – Change Payer Name (101-ar-fea-027)

Accounts Receivable (AR) – Change Payer Name in AR Inquiry Overview The Accounts Receivable Inquiry form displays transaction details on

Posted in Accounts Receivable, Form | Tagged A/R, A/R Inquiry, Accounts Receivable, AR, AR Inquiry, Change, Form, Inquiry, Name, Payer | Leave a comment

AR – Search to Load Data (101-ar-fea-026)

Accounts Receivable (A/R) Search to Load Feature Available in Govern Rel. 6.0/6.1 Overview Selecting a Record Key from the DataSet

Posted in Accounts Receivable, Feature, Whats New | Tagged AR, Data, Dataset, Key, Load, Record, Search, Search to Load, Selecting, Treeview | Leave a comment

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Release 6.1

A/R Summary Penalty and Interest Breakdown

When selecting the Display checkbox in the Late Charges group of the A/R Inquiry form, charges will be calculated and displayed in the A/R Summary grid. In the A/R Inquiry form, the system will display the Penalty and the Interest by installment for each A/R record. In (Table: AR_SUMMARY), 2 fields have been added.

LATE_PENALTY
LATE_INTEREST

These fields are updated based upon the Penalty or the Interest; note that this is the same process as the one that currently exists with a difference, the system now calculates late charges up to the installment, and then updates the LATE_CHARGE field. In addition, the system will also update the 2 new LATE_PENALTY and LATE_INTEREST fields.
Click to view documentation for this feature.
AR_Summary_Penalty_Interest_Breakdown.pdf

Apply or Delete an Applied Deposit

A currently existing function, in the Payment Data Entry or in Cash Collection, is the ability for users to create a deposit on one or multiple A/R Accounts. Recently added to the feature is the ability to create a Deposit, Apply the Deposit, and Delete the Applied Deposit as needed. This feature is securable through the OpenForms Designer (OFD).

Changes to Late Filing and Late Payment Penalty

Users can now breakdown late payment penalties by levies. Availability: 6.0.1706 and 6.1.1706, 6.1.1707 and greater releases. See Changes to Late Filing and Late Payment Penalty.

Delete an Applied Deposit

The Payment Data Entry or Cash Collection forms have the ability for users to create a deposit on one or multiple A/R Accounts. In addition to creating a Deposit, recently added to the feature is the ability
Apply the Deposit, and Delete the Applied Deposit as needed. This feature can be secured through the OpenForm Designer (OFD). See A/R Inquiry page for details.

Semi-Annual Payment Plan

A Semi Annual Payment Plan has been introduced to Rel. 6.1.1706.

Supervisor Permission Transfer

In the Payment Plan, when the system generated Periodic Budget amount cannot be paid a supervisor can give permission to allow a lower amount to be paid. This is a configuration performed in the OpenForm Designer (OFD).

Delinquency

A parcel can not be linked to a Delinquency and Collections record.

NOTE: Delinquency and Collections are always linked to a name.

A/R Codes (Protest, Warning…)
It is now possible to add or remove A/R codes by using the SHIFT-CLICK in the A/R Inquiry.

Release 6.0

See also What’s New Name & Address

6.0.1603 User Validation Table Cash Collection Type transformed to a System Table … see 103-ar-table-CCTYPE for the new standard codes
6.0.1511 Centralized Cash Collection is now available in Beta
6.0.1511 New Batch Process to ‘Generate Check Numbers for Refunds’
6.0.1511 New Apply Late Charges available in the A/R Inquiry
6.0.1511 Payor name will now be recorded in CC_MASTER_PAYOR_NAME instead of NOTES (impact list)
6.0.1511 The Mailing index Owner of Record is no longer used as the default payor (deprecated feature)
6.0.1609 The ACH Bank and Transit number are now encrypted
6.0.1609 All the ACH information will reside in the Mailing Index. For modules not normally using a Mailing Index, it will be managed by Govern.
6.0.1609 The User Interface has been standardized in all sub-modules.

Release 10.8 or prior

[Govern for Windows 10.8]

A/R General Parameters Bypass Funds Reapplication

When the Bypass LM/MB/ST/SA funds reapplication option is selected, unless an invoice number is specified, any payments will be recorded as an Open Credit transaction (OCT).
Unless an invoice is referenced, the OCH amount cannot be applied to any invoices in the system. The system will now apply the OCH to a non-referenced invoice when the Bypass LM/MB/ST/SA funds reapplication option is selected. New in 10.8

A/R Interest Parameters – Apply Due Nb of Days (Compound Interest)

A setup has been added for the standard interest method when using compound interest. In Govern Admin, a new check box called Apply Due Nb of Day due for compound interest has been added that will apply for all standard interest methods.
You can now specify the date to start charging compound interest. New in 10.8

101-ar-whats_new

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AR – Accounts Receivable Module – What’s New