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#41027 - 04/08/14 07:56 AM Invoice/Cash Batch Descriptive Names
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
When I enter an Invoice or Cash Batch and give it a descriptive name i.e. Bank Deposit 03/24/2014, where does this description get printed? The PDF is named CashPostingJournal 54, but nowhere on it is the descriptive name.

Thanks
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#41028 - 04/08/14 08:05 AM Re: Invoice/Cash Batch Descriptive Names [Re: MikeS]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4484
Loc: Wynnewood, PA
Hi Mike

On the batch listing, not on the posting journal. You realize that a posting journal is not limited to one batch, since you can post multiple batches at the same time.

Steve

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#41029 - 04/08/14 08:57 AM Re: Invoice/Cash Batch Descriptive Names [Re: Steve Schwartz]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3553
Loc: Toronto ON, Canada
Hi Steve:

Mike and I looked at it together. It would be possible to subgroup the posting sequences by batch number and therefore display the batch description. The GL Posting Journal report is grouped by Post Seq# and subgrouped by batch#, though it is admittedly a simpler layout.

The GL Posting Journal report, though subgrouped by batch, doesn't display the batch description. That would be a simple and useful addition to that report.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#41030 - 04/08/14 09:59 AM Re: Invoice/Cash Batch Descriptive Names [Re: Bruce Gardner]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
Thanks Steve,

I never print the listing because it always looks the same as the posting. I guess I didn't look closely enough. I now know you can get it on the batch status report (if it hasn't been cleared), but that involves three separate reports, which means more clutter. I'm with Bruce, it would be nicer if it was on the Posting Journal.


Edited by MikeS (04/08/14 10:09 AM)
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#41031 - 04/08/14 10:19 AM Re: Invoice/Cash Batch Descriptive Names [Re: MikeS]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11429
Loc: Vancouver, BC Canada
Hi Mike/Bruce,

I can write up the suggestion for development.

Just so you know the technical details as it currently stands, the batch description is stored in the posting journal file, so it can be printed without a database conversion being necessary. But the report table that is used to print posting journals does not have the batch description as an available field. So the temp table would require an update - ModRP is not an option for you do make the change yourself. And since posting journals can be sorted by customer or date as well as posting sequence, the batch description would have to be placed in the detail section of every entry. And there is no room left on the current 2 rows, so either a 3rd row would be necessary, or current information would need to be replaced to prevent making the report that much longer.
_________________________
Regards,
Softrak Tech Support

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#41032 - 04/08/14 10:21 AM Re: Invoice/Cash Batch Descriptive Names [Re: MikeS]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4367
Loc: Vancouver, BC
Mike:

We use to do this with PDFdocuments for Adagio, which was killed by the launch of ePrint.

If you would really like to see this functionality please post it as an Adagio Wish List at this URL http://www.softrak.com/resources/featurerequest.php
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#41033 - 04/08/14 10:53 AM Re: Invoice/Cash Batch Descriptive Names [Re: Douglas Dickie]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
Hi Douglas

Thanks but don't need the link - bookmarked and well used. Ask Andrew.
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#41034 - 04/08/14 11:02 AM Re: Invoice/Cash Batch Descriptive Names [Re: Softrak Support]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3553
Loc: Toronto ON, Canada
Support:

That's a good point. I didn't think of the various sorting options. But maybe a sorting option "By batch" could be added and that format alone would show the batch description? I can hear Cornelia screaming from here. wink
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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