CFN CSU import supports delimited file
The CSU (card status update) file from CFN has traditionally been a fixed-length feed containing 23 fields. However, they can be set to provide instead a comma-delimited format with 61 fields. We can now import that format. Note that with this switch, all prior 23...
Budget Volume Analysis
We have added a new variation of the Income Statement we call the Budget Volume Analysis, but has also been called an Operational Income Statement. To use it, one must maintain a budget, in dollars, and in a addition, a new entity called Budget Volume. ...
GL Menu Changes
We've made a minor change at G/L Menu Item #120. In the past, this led to the Cash Report (Statement of Cash Flows). We've changed this to lead to a new Report Menu, on which are three reports. First is the Cash Flow Statement, so...
Credit Score Bands on SSA
We've added an optional section on the Summary Sales Analysis for those who can import credit scores of the sort that ranges from 0-100, such as Experian or Creditsafe. The bands are: 91-100 81-90 71-80 ...
CreditSafe Interface
We are entering into a working relationship with the Business Credit Reporting company Creditsafe. Here what you should know: Creditsafe is a European competitor to the likes of Experian or Dun and Bradstreet. They are something of a disruptive upstart, using the Internet to achieve lower...
G/L Business Groups – Exclude option
Business Groups are a means of creating an Income Statement from a sum of sectors (divisions). They are used when the natural roll-up to consolidated doesn't produce what's needed. One normally builds a group by listing the sectors to add: perhaps 1-05, plus 2-05 and...
New Definition – Sector
We are now using the term "Sector" to refer to what might be thought of as a profit center in the general ledger. The issue: some clients have a chart that uses both a division and an area, while others just use division. We have...
Alpha keyboard entry support in Cardlock
The Misc Keyboard field in PRX has always been a numeric field, but alphanumeric input is starting to appear from pumps and networks that support such. Be aware that we have patches now to track through the polling and billing, out to RxWeb and excel...
Mailbag – explaining the concept
The new product Mailbag was unveiled at our 2015 Seminar this month. We'll push out more about it later, but let me try here to explain the concept. Mailbag is our name for a new printer option, where we now have fax, email, file, printer...
Cardlock isolation in the Extended Margin Report
The Extended Margin Report is a favorite everywhere. It can show sales detail down to the invoice line level, yet can also condense to just totals, and can be filtered by almost every criteria imaginable. We just added one more filter, and that is the...