Aged Receivables Report: "As of Date"
Changing the “As of Date” to a previous date will display the report as it was on that date.
Previously, backdating the “As of Date” would only display what was unpaid as of that date. Now, it will show everything that was owed as of that date (whether or not it has since been paid off).
You can also create statements that are true to the "As of Date".
Omadi offers the ability to generate Accounts Receivable statements (AR statements) and record payments. To create a statement in Omadi, access the Aged Receivables report (black navigation bar > Reports > Aged Receivables); only accounts that have a ...
In Omadi, Reports and Views, although separate, are closely related to each other. Reports give us general numbers, but Views will give us those numbers in detail. All reports are linked to a view that will give details about the tows linked to that ...
Photos in Invoice (Public Jobs Portal)
To set up invoice photo links: Navigate to the Setup page. Click on "Document & Email Templates". Click the blue "New Template" button. (Existing templates can also be edited to include photo links.) Fill out all the required information at the top ...
The MISC Invoice can be used for any non tow-related jobs or service that would require an invoice. Some examples of using the MISC Invoice include: creating tickets for relocations, snow removal, mechanic services, or any additional service that ...
Setup Omadi offers an integration with QuickBooks Online, making it quick and easy to sync invoice and payment information between Omadi and QuickBooks. QuickBooks Online will sync with one GL (General Ledger) item based on the total due field. ...