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First and Last Name Fields on Vendor

PostedMarch 8, 2024
UpdatedMarch 8, 2024

Packages | General Information | Vendor | Vendor: A “First Name” and “Last Name” field was added to the Vendor screen to comply with the IRS requiring the First and Last Name fields to be populated if the recipient has a Social Security Number. The existing “Name” field was moved below the new fields on the screen. The functionality of the new fields mirrors the name fields on the Stockholders screen; the user can enter the First Name, tab to enter the Last Name, and then tab to automatically populate the Name field. The First Name and Last Name fields are required only if the Vendor has the Social Security radio button selected.

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Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.