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Home > Release Notes > PTM Vision > 2021 Release Notes > 01/21/2021 - Release Version 2.2.87 (HOTFIX)
01/21/2021 - Release Version 2.2.87 (HOTFIX)
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Summary release notes for 2.2.87

released on 1/21/2021

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Bug 21919: Bug 21919 - Pluss Portal/AR: Issue with incoming payments not posting correctly to the AR

Bug 21972: Bug 21972 - Accounting Utilities: 1099 MISC form needs to be updated

Bug 21973: Bug 21973 - Accounting Utilities: 1099 NEC form needs to be added

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.87

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DESCRIPTION: 

Bug 21919 - Pluss Portal/AR: Issue with incoming payments not posting correctly to the AR

APPLICATION: PTM Vision/Customer File/Accounts Receivable and Pluss Portal

 

PROBLEM SUMMARY:  Issue with incoming payments not posting correctly to the AR

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**Note: Testing only required if Sales ledger records exceeded 9999 and Pluss Portal Online is being used***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access the PlussCommerce web page

  2. Select the Login drop down menu located in the upper right hand corner of the page.

  3. Log in to the website by selecting Log in from the drop down menu and entering a registered email/password.

  4. From the website menu, select Invoices.

    1. Verify the Customer’s account balance is shown.

  5. Select the Pay balance button.

  6. In the Amount $ field, enter a valid dollar amount.

  7. Select the Credit card option for payment, if shown

  8. Select the Pay button.

    1. Verify the Credit Card Transaction Details page is shown

  9. Enter a Name in the 'Name on Card' field

  10. Enter a Valid Zip Code

  11. Select the Make Payment button

    1. Verify the Transactions Popup is shown

    2. Verify the Name on Account has been defaulted to the Name on Card entry

  12. Enter a Valid Credit card number, Valid Exp Date, and Valid CVV code

  13. Select the Pay button

    1. Verify if the transaction is successful, the Invoice is shown with the Transaction details

  14. Select the View invoices button.

    1. Verify the Invoices page is shown.

  15. Access PTM Vision

  16. Select the green Invoices button

    1. Verify the ROA payment is shown

  17. Select F6. Process on the ROA payment

  18. Access C. Customer File

  19. Select F8. Ar

    1. Verify the ROA payment from the website is shown and has been correctly applied to the Customers accounts receivable

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

  • Pluss Portal: Please Contact Pluss Software Sales Department for more information

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 


 

 

 

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DESCRIPTION: 

Bug 21972 - Accounting Utilities: 1099 MISC form needs to be updated

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Accounting Utilities: 1099 NEC form needs to be added

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select A-Accounting

  3. Select I-Accounting Utilities

  4. Select C-1099 Utility

  5. Verify the dates are 1/1/2020 - 12/31/2020, and Process Last Batch is N.  Select OK

  6. Select Yes to Omit duplicates

  7. Select F9-Tag to mark for Printing

  8. For each record select F10-NEC/MISC for the 1099-NEC format or MISC for 1099-MISC

  9. Select F7-Print

  10. Select Printer for each form separately and print

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=printing_1099_forms


 

 

 

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DESCRIPTION: 

Bug 21973 - Accounting Utilities: 1099 NEC form needs to be added

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Accounting Utilities: 1099 NEC form needs to be added

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select A-Accounting

  3. Select I-Accounting Utilities

  4. Select C-1099 Utility

  5. Verify the dates are 1/1/2020 - 12/31/2020, and Process Last Batch is N.  Select OK

  6. Select Yes to Omit duplicates

  7. Select F9-Tag to mark for Printing

  8. For each record select F10-NEC/MISC for the 1099-NEC format or MISC for 1099-MISC

  9. Select F7-Print

  10. Select Printer for each form separately and print

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=printing_1099_forms


 

 

 

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