• Sales Tax Exemption Expiration Logic

    Hello all. I'm new here, so I'm stumbling my way through some of this...it has been enlightening to say the least! Here in Oklahoma, agricultural sales tax exemptions expire periodically. For audit purposes, we must maintain records of our customers…
  • Utility to clear $0 invoices off all AR customer accounts...affecting data in alerts & reporting

    We have numerous $0 invoices in each customer AR account for items like samples, literature, etc. This is our way of tracking these materials. Recently, we began using bolt on programs for alerts and reporting. One report will send an alert for each customer…