Value Feature # 1:
Receipts can now be linked to a deposit entry. On the new "Deposit" screen under Payments, you can query for receipts to be included for a specific deposit and when included, are linked to the deposit entry created.

A 'Deposit Slip' can also be printed from the new deposit screen, if you choose to include and link your receipts to your deposit.

The "Deposit Slip" printed contains your Bank Name, the Routing Number and Account Number. The totals for Cash and Checks are displayed at the bottom of the report with the Deposit Total. Most banks will accept this Deposit Slip Report along with a copy of your normal bank deposit slip, with only totals for Cash, Checks and Total Deposit completed. Since the TBO Deposit Slip will not have the Routing/Account Numbers in the magnetic ink required for bank scanners, the original slip will still be required. You just won't have to list all the checks, saving considerable time, if you are entering your receipts into Back Office before making your bank deposits.

Value Feature # 2:
When processing Interface Records, do you ever have a record stop processing, when it can't find an agent "2V" and you need to know who 2V really is? You can view the PRN data in the interface record using the "View Source" Button on the Interface Processing Screen. You will see the information that will be located under the RecLoc "Button" of the Invoice before the invoice is created, allowing you to process the record to the correct agent.

Value Feature # 3:
Do you ever need to work with your G/L Account History in another program like Excel? Just select the "Mail Merge" option in the report export the G/L Account History Report to Excel or other software.

Value Feature # 4:
Ever need to query for a ticket number, whether it is an ARC/BSP ticket or a Non ARC/BSP "Supplier" ticket? There is a field on the General tab of the Invoice query screen called "Ticket/Confirm No Ref" that searches the Ticket No., Original Ticket No. and Confirmation No. fields for the specified value.

Value Feature # 5:
When a customer wants all their invoices e-mailed to them as a single PDF file, you can select an option on the "Invoice Printing" screen to "Print Multiple Invoices As One Job". When checked, all the invoices displayed for the criteria selected, will be part of a single file for either printing, e-mailing, faxing or saving. The recipient will only need to click open the 'single' pdf file and then scroll through or print the multiple invoices contained in the file, instead of having to open multiple .pdf files.

Value Feature # 6:
Need to clean up your Group ID's to insure that all the appropriate Individual Profiles are properly coded? Check that the "Group" field is displayed on the Profile Query Screen. If not, click on the "Columns" Button and move the field to the "Displayed Fields: Window and click "Save Settings". Now you will be able to see which profiles have a Group ID in them and which ones need to have a Group ID added.

Value Feature # 7:
Need to track any voided payment regardless of payment method? Check that the "Always Track Voided Payments" box is checked in Utilities | Setup | Global Defaults | Prompt Tab. When checked, all payments both received and made, whether they directly affect a bank account or not, will be tracked.

Value Feature # 8:
Want to change the order that "Batched" Reports are printed after loading? Just highlight the report you want to move to a different print position, by clicking on the "Move Up" or "Move Down" Buttons on the Batch Report Screen.

Value Feature # 9:
When your access to TBO is about to expire the prompt screen, 'Access Will Expire in XX Days' now has a myTRAMS link, that when clicked will take you to your myTRAMS page on our web site, so you can obtain your access code without having to call TRAMS.

Value Feature # 10:
Want to insure that all the new profiles created during Interface Processing, through CBPlus, or manually, has a unique Interface ID? There is a checkbox for "Require Unique, Non Blank I/F ID On New Profiles" in Utilities/Setup/Global Defaults/Prompt Tab. If this box is checked you will NOT be able to create a 'New' profile in Back Office, if the Interface ID field of the profile being created is either blank or is an Interface ID that has already been used for an existing profile in the system. This only affects the creation of "New" profiles.