1. PS Billing & Accounts Receivable SIG Meeting
IDEAS in Billing and Accounts Receivable Community
100330
Libby Sanders
Lead Applications Systems Analyst
University of Central Florida, Orlando, FL

2. Agenda IDEAS topics - DELIVERED for in 9.2 Images.
IDEAS topics - IN PROGRESS, ALREADY OFFERED
IDEAS topics - ACTIVE and Voted On

3. Enhancements (IDEAS) Delivered 9.2 Thru Image 21
Distribute Supporting Documents with Billing Invoices via –Image 19
Ability to turnoff/override Chartfield Inheritance in AR (Write-Off’s)–Image 19
AR: Attachments feature for Customer MICR & General Pages – Image 21
Add (Sub)totals in entry currency to AR Aging Reports – Image 21
ARUPDATE Allow ‘All’ Values for BU and Dates - Image 21
Delete Cancelled Bills – Image 24

4. Enhancements (IDEAS) In Progress and Already Offered
Do not allow bills w/accounting date in closed periods to finalize
Ability to automatically Customer statements to primary contact
Billing Worksheet flexible sort options for all transactions
Update Invoice Tax Totals on Save
Mass Update for Billing and AR Fields
Add (AWE) Approval Workflow to the AR Refund process with thresholds
Already Offered-Add a pop up window warning to be attached to “Delete Deposit” – Message that shows is 'Delete this deposit? If you delete the deposit, all dep/pay information entered in this panel group will be deleted'.

5. Enhancements (IDEAS) Active to Vote Up
180-A delivered, user friendly, billing spreadsheet upload-Having this issue?
170-Increase length of PS_PAYMENT.PAYMENT_ID to 20 or more characters
140-Method to create multiple MAINTENANCE worksheets from an list (excel)
100-Include Pay Method from Payment Table on Item Activity page and table
100-ARUPDATE should pass Bill Srce/Billing Specialist from BI to AR
90-Method to create multiple TRANSFER worksheets from an list (excel)
90-Allow multiple bill distrib lines on single bill ln when using chartfld inheritance
80-Add ability to configure Send From address for BIP Invoices via

6. Enhancements (IDEAS) Active to Vote Up
80-Need a method to select worksheet types that are subject to AWE
80-BI_XMLPBURST-Group Invs by customer(1 ) rather than (1 /inv)
80-Delete Invoice - Delete cancelled invoice has been delivered Image 24
70-Need setting for determining if someone can delete attachments
60-Item List Adv Search Page addl search criteria "Begins With" and "Contains“
60-Correcting Accounting in Billing to Reduce Downstream Error Creation
60-Excel Spreadsheet Upload to AR Direct Journal Component
50-Excel to CI for Deposits should accept References whether they exist

7. Enhancements (IDEAS) Active to Vote Up
50-Related Display with Cust Name on Item List page is incorrect, if "&" used in Customer Name with no spaces
50-Placing a customer on HOLD status
50-Allow refunds to be processed from multiple customers to one vendor. Refund process only allows for a 1 Customer to 1 Vendor relationship status.
40-$0 LOC invoices should appear on the LOC Summary page
40-Show when an open AR item is closed with an on account payment
40-Add ability to mass upd fields on billing intfc when error is Missing Bill By ID

8. Enhancements (IDEAS) Active to Vote Up
30-Need to support re-edit of Credit Bill/Copy Bill
30-Billing Interface - Additional Error Statuses/Codes for Mass Update Interface
30-Courtesy Copy for Consolidated Invoices
30- ing 3 copies of invoices per contract each month
30-Req to Enhance "Reset“ proc for PI for User Cancelled AR update Job
30-Change Source for Prompt on BIJOBF50 Run Control for Letter of Credit ID
30-AR 9.2: Provide Warning Message When Payment Worksheet Opened Is Already In User By Someone Else

9. Enhancements (IDEAS) Active to Vote Up
20-Direct Debit Features in eBill- Bank Info- Select different bank
20-BUG-Allow Change Contact to Invoice(Bill) in INV Status
20-Enhance so Adhoc can insert multiple approver using userlist
20-Direct Journal show opr id
20-Ability to configure Invoice Burst value for correct document naming (removing additional numbers from the invoice pdf name)
20-Direct Debit By Customer across all Business Units
20-Billing Invs -Need certain fields on BI Publisher that aren’t on extract tables

10. Enhancements (IDEAS) Active to Vote Up
20-Not Booking VAT for Withholding Taxes
20-Add the User ID and the Address to the Billing Specialist configuration
20-Payment Worksheet Selection Page include accounting date

11. Right side of page shows TOP IDEAS, click Show All to view and vote.
Right side of page shows TOP IDEAS, click Show All to view and vote.
Change the filter to Active for the IDEAS that need to be voted up.

12. 100330