Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Mosaic users now have the ability to apply adjustments to an AR Account's Balance Due. When viewing an AR Account from People > AR Account Management, a new button, 'Apply PaymentAdjust Balance', exposes a modal to enable account adjustments. Upon selection, users can input an Adjusted Balance to replace the current Balance Due. Any adjustments require an associated text reason.

  • Adjust Balance prompts may be saved or cancelled upon entry.

  • If saved, adjustments immediately replace and update the Balance Due.

  • Once updated, the Balance Due may only be manually altered by subsequent payments (see above) or adjustments.

  • Adjustments, once saved, cannot be directly altered. Any changes must be made through offsetting or additional entries

"Web Sales and Tax by State" Report

A new report designed to track and analyze web sales across different states, is included with this release. This report aids stores in ensuring compliance with sales tax nexus laws by providing a breakdown of web sales and taxes collected per state.

...