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Customer Hub AR Collection E-Mail Configuration
Customer Hub AR Collection E-Mail Configuration Introduction Customer Hub is the name of Anterra’s accounts receivable (AR) collections interface which is designed to give your collectors the ability to efficiently see and act on outstanding balances ...Client Forecasting Settings
Finding or adding to your Anterra menu menu By default the Client Settings component of Anterra is placed under the Construction > Administration menu and is called System-Wide / Consolidation Group / Project. It is accessible to users with the ...Invoice Sync: Setup Sage Paperless
Once you have Invoice Sync installed, use the following steps to complete setup. Configuring Sage Paperless Clicking the Config menu (shown below) then choosing Setup Sage Paperless will bring up the Config Sage Paperless window. In this window, you ...Invoice Sync: Setup Local or Network Folders
Once you have Invoice Sync installed, use the following steps to complete setup. AR/AP Folder/File Naming Requirements For Invoice Sync to work from files stored in a file server, network share, OneDrive, Dropbox, Box.com, etc. the program must be ...Invoice Sync: Setup Sage 300 CRE with ADC
Once you have Invoice Sync installed, use the following steps to complete setup. Configuring Sage 300 CRE with ADC Clicking the Config menu (shown below) then choosing Setup ADC Sage 300 CRE will bring up the Config ADC Sage 300 CRE window. In the ...
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Anterra Widget Dashboards
Overview of Widgets – Build Your Own Dashboards Widgets allow you to build your own dashboards from a selection of pre-built and self-built widgets (built-in Widget Builder). You can build as many dashboards as you like using any combination of ...Anterra Version v25.2 Release Notes
Anterra Version 25.2 Release Notes Updates to Anterra Pivot Grids These are general updates that apply to most of the grids through every module (Finance, Construction, and Service Management) Setting the Default Date for a Pivot Grid - KB Pivot ...Initial Install for Acumatica Customization Project
Install Customization Project Acumatica's integration with the Anterra Platform requires the installation of a customization project. You can download and install Anterra's latest Acumatica customization project using the steps below. How to import ...2023.05.25 Release Notes
- Fixed Bug in MTD/YTD/TTM % of Revenue ASB Column Template o Current TTM Actual column was blank o TTM% of Revenue was blank - ‘Print’ Icon removed from ASB o User can still print to PDF by using the Export icon and choosing Acrobat PDFUpdating the current Acumatica Customization Project
Update Customization Project Acumatica's integration with the Anterra Platform requires the installation of a customization project. You can download Anterra's latest Acumatica customization project below. Once downloaded, follow the directions below ...