What’s New

Free Text Invoice

• Based on a new simplified model (Order and Invoice Model)
• Works for posted and proforma invoices

Purchase Order

• Based on new simplified model (Order and Invoice Model)
• Works for posted and proforma

Project Invoice

• Compatible with Progress Billing Phases toggle in project invoicing groups
• Performance enhancements
• Prior billing calculation improvements
• Supports migrated retention
• Improved billing backup supplemental report

Payment Advice Report

• Allow for multiple methods of payment other than check.

Customer Account Statement

• Updated template layout (Landscape)
• Invoice age is based on Due Date instead of transaction date

Customer Aging Report

• Provide project information for migrated invoices.

AP Check

• New MICR line approach allows more precise placement.
• Simplified SlipText setup within the Format Designer.

Fixed Asset Reporting

• All-in-one reporting for acquisitions, depreciation, disposals, and roll forward.

Pay When Paid

• Open AP report that shows detail for all open vendor transactions.

1099 Reporting

• Able to complete 1099 reporting from F&O without the use of IRS specific forms