Account Summary report
The Account Summary Report now auto-generates when month-end statements are run. With this, the report will not be available until the after the statement run. Note: All information in the Account Summary report is pulled from the Customer account settings in Paladin. No other configuration parameters are necessary. To access the report after month-end statements […]
Automated Check Handling
With Automated Check Handling (ACH), clients can save time and seamlessly process checks with electronic bank account deposits. When a customer pays by check, this time-saving feature transfers the transaction amount overnight using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information […]
Automatic Print Later flag
The Print Later flag for inventory items identifies when items need a new bin tag. You can view or set this flag for any inventory item in Paladin’s Inventory module > General tab > Item Information pane. Figure 1: Inventory module/General tab/Print Later checkbox The Print Later flag can also be set automatically when a […]
