2019 has come to a close, so it's time for your books to do the same!

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When you assign grades, discounts, billing codes, and payment codes with the Mass Assign Assistant, you can print a report of the selected customers or families whose records are being updated. You can keep this report as a record of the entries you made in the Mass Assign Assistant.

Warning

As a precautionary measure, ACS Technologies recommends that you make a backup of your financial records before you use the Mass Assign Assistant.

 To Print Records in the Mass Assign Assistant
  1. Under Advanced Tools, click the Define Lists tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Click Mass Assign Assistant.
  4. Select the option you want to add, change, or remove and click Next.
  5. Continue making your selections in each window until you reach the confirmation window.
  6. If a record you do not want to change is included in the list, clear the Accept check box.
  7. Click Print.
  8. When the report displays, click Print to print it.
  9. Click Close to return to the Mass Assign Assistant.
  10. Click Finish to continue mass assigning grades, discounts, billing codes, or payment codes to the selected customers.