All New Payments Recap Reports

In today’s fast-paced business world, it is common to write checks or receive customer payments that include a long list of paid items. How much time do you spend with your high volume accounts trying to figure out why their list of open items does not match yours? CertiflexDimension ultra has always included exceptional vendor and customer drilldown features to analyze paid items visually. Now you can easily print any payment detail right from the Review Payment Detail window.

Simply select Print Payment Recap. The new reports also support unlimited, freeform notes. An example of a note you might choose to include is:

“Larry – you are not showing the credit issued on 11/10/2021. According to my system, the credit was for tablets on Invoice # 75201 that were never shipped. Let me know if you have any other questions. Thanks! Sam.”

Since the new Payment Reports are being generated from CertiflexDimension ultra, distribution via fax or email to your vendors or customers is as easy as click, click.