Re: [Emerald] prorating and payment information

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Monica Zimmerman (
Thu, 21 Aug 2003 12:15:32 -0400

Message-ID: <25c101c367ff$728e0fa0$4300a8c0@monica>
From: "Monica Zimmerman" <>
Subject: Re: [Emerald] prorating and payment information
Date: Thu, 21 Aug 2003 12:15:32 -0400

Thanks. More questions below.
  ----- Original Message -----
  From: Dale E. Reed Jr.
  Sent: Wednesday, August 20, 2003 2:40 PM
  Subject: RE: [Emerald] prorating and payment information

> Still researching the upgrade to 4.5 from 2.5. I noticed
> a column in payments looking like a GLentry, which I think
> might be for general ledger entry? What I'm looking for is
> a way to mark payments that go into a bank deposit so all
> can be tracked to a specific deposit date and bank. ANy ideas?

  The GLCodes are for GL Reporting into an accounting system. You
  can assign GL codes to most accounting types in Emerald (service
  types, Charge Types, Taxes, etc) and then run a report to summarize
  each one. I posted some updated GL reports and such in the
  Emerald Printing/Reports forum (

  Is there a way to map a payment to a specific deposit?? To know that if a bank deposit comes back with an error, etc we can say these specific payments for these customers were on that deposit. Kind of like Quickbooks does, only we're not using Quickbooks for the customer detail information anymore.

> Also, when adding a new customer, will 4.5 auto prorate the
> amount due? IE, 21.95 a month and we always want to collect
> the rest of current month plus the next month in payments.
> Is there a way to set that up?

  Yes, it will pro-rate as long as the billing cycle for the MBR is
  not an anniversary.

  -Will it pro-rate an additional month? IE, it's Aug 21 so when person signs up it says they owe $7 for rest of August and then 21.95 for September...



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