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Financials: Best Practices

All Refer to Product Ideas Investigating Refer to Support Answered Newest post Recent activity Votes Comments
Layering Purchase Order Approval Workflow Answered

Katie Solinski | · 4 replies

I am working with the Mayo Clinic Health System Event Center on some issues they're experiencing with Purchase Order Approvals. The goal here is to allow all users to at least enter a PO for approval (Employee Completed level), but some also need ... see more
Issue Purchase Order & Related Crystal Report Refer to Support

Minka Verkaar | · 5 replies

Hi team / Ryan Ungerboeck I have a customer who uses Purchase Orders and has developed a custom report to replace the standard Purchase Order report. However, it appears that the standard report is still linked to the 'Issue' action. Is there a wa... see more
Cybersource Configuration and Refunds

Amy Durbin | · 2 replies

Cleveland Clinic has asked the following:  Until recently, if Cleveland Clinic needed to issue a refund for a transaction that was over 3 months old, they could go into Cybersource and issue the refund there.  Cybersource has told them they are no... see more
A/P Demographics - IBAN Requirement Answered

Amy Durbin | · 2 replies

CRVA receives an error message when performing batch processing for AP, if they don't have an IBAN filled in in the A/P Demographics window.  CRVA's controller indicates that they do not do any international transactions and doesn't think they nee... see more
Best Practice: Move or Copy Payments From Org 20 to Org 10

Katie Solinski | · 1 replies

The City of Fort Collins Lincoln Center is manually merging their Org 20 into their Org 10. They have taken deposits on events in the future in Org 20 that they now need to move to Org 10. What is the best way to copy or move these payments to ret... see more
Invoice List on 3-Part Check Answered

Anthony Costantino | · 1 replies

Northern Kentucky Convention Center accountant has the following request. When they print their checks to pay suppliers, the list of supplier invoices covered by the check is printed on the stub with the check which is all sent to the supplier. Ho... see more
Mobile Inventory Questions

Rob Rebman | · 1 replies

I just did a demo with Disney for Mobile Inventory.  They had one question that I could not find in the support center.  And a request for an enhancement.Question - for a scanner to go with Mobile inventory.  What format does the barcode need to b... see more
Book Control

Jillian Stangret | · 2 replies

At the moment, MECA Omaha has the following process: in order to have separate APs for the two buildings, every supplier exists twice in the database, with the same name. They want to make sure that the AI tool reads the right supplier if two supp... see more
Trace double payment made against an order with no entry in Receivables

Anitha Khairnar | · 3 replies

Account name : Kai Tak Sports Park Region: APAC Client version (Enterprise) : 25.4 Description of the issueWhat does the client want to do? Why do they want to do this? Go to Main Menu > Gateway Payment Transactions. Filter By date range : From -... see more
Update PO Item Management Codes via API for purchase orders

Anitha Khairnar | · 4 replies

Account name : ICC Sydney Region : APAC Client version (Enterprise) ;25.4 Description of the issue : What does the client want to do? Why do they want to do this? Customer C# console application calls the PO Item API endpoint to update the PO Ite... see more
V1 payment portal retirement Answered

Amy Durbin | · 5 replies

Can you confirm that v1 payment portals have officially been retired with 2025.4?  Or are they still supported in 2026.1?  The retirement date has been pushed back several times in the last year.  https://supportcenter.ungerboeck.com/hc/en-us/arti... see more
Payment Portal V2 - Event Balance Behavior

Edwin Hernandez | Edited · 3 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/379474Account: Los Angeles Convention CenterRegion: USArticles used in your research:https://supportcenter.ungerboeck.com/hc/en-us/articles/1500006547962-Embed-Anonymous-Payment-Portal-L... see more
Transitioning from Inventory Transactions to Manual Balance updates

Anthony Costantino | · 4 replies

Ryan Ungerboeck @... Marley Kezerian Nike Events is revising their processes and has new clarity around their equipment inventory business requirements. They do not (and never did) have a need to track or valuate inventory value or balances. There... see more
International Bank Transfer Fees Causing Invoice Short Payments

Himanshu | Edited · 7 replies

Account name - New Zealand International Convention Centre Region - APAC Client version (Enterprise) - 25.3 (upgrading to 26.1) Description of the issue NZICC issues customer invoices that can be paid by credit card or bank transfer. For internat... see more
E-invoice - rejected by recipient's system

Stefanie Koffler | · 3 replies

An Enterprise customer asked the following questions related to “E-invoice - rejected by recipient's system”:1. What happens if an e-invoice is rejected by the recipient's system (e.g. due to missing or incorrect data)?2. Will we receive a notific... see more
Daily Revenue and Cost Analysis Report

Amy Durbin | · 4 replies

The Venetian would like to report revenue by department and by day, rather than a span of multiple days.  We pointed them to the Daily Revenue and Cost Analysis window but the only data that appears there is from 2007 and 2008.  The article implie... see more
Inefficient workflow when approving Purchase Orders Answered

Anitha Khairnar | · 6 replies

Description of the issue: While approving user has to click on skip for the first approval to proceed for next approvals Account name: MCEC Region: APAC Client version: 25..4 Steps to reproduce: Main menu > Purchase orders. Select multiple order... see more
Payment Plans Functionality

Larissa Faria de Luca Propato | · 7 replies

Hi team, could you please assist with the below query from a customer?---- In terms of the already available payment plan functionality, I am just looking to see if is possible to set milestones for an event and have revenue partially recognized a... see more
AP Automation - More than one book Answered

Larissa Faria de Luca Propato | · 5 replies

Hi team,I have a customer that has two venues, but use the same ORG and finance team to manage those. They have recently signed up for the new packaging including AP Automation and they are asking how the solution would work for a business with mo... see more
Non Purchasing Departments still show in Purchase Orders Refer to Product Ideas

Minka Verkaar | Edited · 8 replies

Hi team, I have the following case and I would like to know who this is designed / should work. I have created a Department, only applicable for Personnel and not applicable for Purchasing. I have this Department also linked to my User, since I wo... see more
Payment schedule for invoices with due date of 7 days from invoice creation

Francesco Torchia | · 3 replies

Account name: EADV Region: EMEA Client version (Enterprise): 25.4 Description of the issue:On Prod → "Payment Schedule", the client has the highlighted payment schedule that they will use from 1 July, which is their payment deadline. When using ... see more
Event Invoices - Filter by Actual Net Due Answered

Martin Stephens | · 4 replies

In the event invoices section, Harvard would like to filter the data by “ Actual net due”, where they could enter a $$ range.Business Need: In short, this will increase accuracy when they choose what to invoice. In general, based on Graduate Commo... see more
AP Automation - PO Matching Variance and Compliance

Afreen Ashfak | · 10 replies

I have a customer question regarding the AP Automation PO matching functionality, specifically around invoice variances and compliance controls, and would appreciate your guidance.PO Matching & Variance Handling  If there is a variance between the... see more
Cybersource Security Update - TLS Certificate

Amy Durbin | · 0 replies

The Venetian received the following message from Cybersource and would like to know if this will impact their Cybersource gateway in Momentus? @... Ryan Ungerboeck Dear Valued Customer,In alignment with new CA/Browser Forum regulations, the maximu... see more
Merchant Processor Bank Change

Amy Durbin | Edited · 1 replies

Related to  this post. 1 -  The Venetian is building new payment gateways because they are changing merchant processors.  Do they also need to build new payment configs and payment portal links or do they just need to swap the new payment gateway ... see more
How to save a payment method on an order? Answered

Amy Durbin | · 4 replies

According to this article the field to check when adding a default payment type for an order is called “Set this as the order default Charge Card”The Venetian is trying to use this functionality but they don't see this field in their layout.  All ... see more
Forecast Event Ordered Charges by Gl Account Answered

Martin Stephens | · 3 replies

Explore Edmonton would like to create a report that forecasts revenue for Events based upon the ordered charges of event items.They tried to accomplish this using the “Daily Revenue and Cost Analysis” section.  We ran into a problem with multi-day... see more
Shared columns/fields for market list and POs Answered

Jillian Stangret | · 3 replies

MECA is looking for guidance on this: In their Market Lists, they enter info in the "supplier item" field. When creating a PO, they choose  "add items from market list" and again can reference the "supplier item" column. However, once they've adde... see more
Updating Merchant ID in Existing Payment Gateway

Amy Durbin | · 3 replies

The Venetian Las Vegas is switching from FiServ with Cybersource as their Merchant Processor to JPMorgan with Cybersource as their Merchant Processor.  They would like to replace the MID in the existing Cybersource gateway rather than create an al... see more
Is it possible for customers to hide/remove annotation fields not used by them? Answered

Nicole Loh | · 4 replies

Account name: KLCC  Region: APAC Client version (Enterprise): 25.3 Description of the issueClient would like to remove annotation fields that users do not use. This makes the interface for AP automation much cleaner and users will find it more ef... see more