AnterraCloudBI v26 Release Notes
Anterra Version 26
Collections – Enter and Report on Payment Promise Date
The AR Aging Pivot
Grid now supports the ability to enter a payment promise date in the Customer
the “Customer Hub” Icon from the AR Invoice Grid.
the Customer Hub, select invoice(s), and enter a payment promise date, click on
the button “Update Selected Invoices” to set the Payment Promise Date, the date
shows in the far right column of the invoice grid:
AR Invoice Grid has 2 new columns:
Payment Promise Date and Days To/From Payment Promise Date. You can create views that filter on the Days
to / From Payment Promise date to determine:
- Invoices and
total dollars that have payment promise dates (Days to / From not equal to
past their payment promise date (Days to / From) < 0
Collections – View Invoice Images
AR Aging Pivot Grid can display PDF invoice images inside the Customer Hub.
To enable this feature, we need to configure a service that monitors where you store PDF images.
1. Select the
“Customer Hub” Icon
with images attached and will appear with a dark blue icon in the “Original
Amount” Column. Invoices
without linked PDF Images will be gray. Select the image icon to view links to images. Note that multiple images
can be accessed for the same AR invoice – for example, the invoice plus a signed
3. Click on the invoice
or the quote to view the PDF.
Please email firstname.lastname@example.org to discuss how we can connect to a
data folder on your server and the file naming requirements. There is a small fee for hosting and
supporting invoice images.
Grid – Data Trimming by User
This grid lets you report on data trimming security for
Menu: Admin >
User Admin > User Data Trimming Report
Pivot grids – now show percentages.
When you select “Collapse Pivot Table” on a Pivot grid we
now show percentages from the columns in the uncollapsed view:
Calendars – may now be exported to PDF
When you are looking at Action Item Calendars you will now
see a PDF button, click on the button to view the on the Month and Agenda
views. Clicking on the button will open
the calendar in a PDF.
Anterra Version 25 Release Notes
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Release Notes v25.2
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