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David Petersen

  • Total activity 36
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Activity overview

Latest activity by David Petersen
  • David Petersen created an article,

    Invoices linked to Purchase Orders require Location field to post to Netsuite

    By default, the Location field is not required for invoices in Netsuite. MineralTree likewise does not require the field when entering bills, or posting them to Netsuite. However, you may find that...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • David Petersen created an article,

    ACH.com payments overview

    Audience: Accounting Manager & MineralTree Administrator Summary: Reviews ACH.com setup and payment requirements The article covers the following topics:  Summary Setup Payment requirements S...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • David Petersen created an article,

    Cannot edit draft invoice fields

    Audience: Accounting Manager Summary: Reviews why some invoice fields may not be editable due to a vendor mismatch with your accounting package.  If you are working with a Draft invoice, and the us...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • David Petersen created an article,

    12.6.0 Release Notes

    Release notes for 12.6.0 are attached.

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • David Petersen created an article,

    NetSuite Prepaid Accounts

    Netsuite has different types in its chart of accounts: Checking, Credit Card, etc. One of these types is Prepaid. At this time, accounts of this type are not synced to MineralTree.

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • David Petersen commented,

    Thanks for the feedback, Chris. This article only applied to clients who use MineralTree without any accounting package -- I have edited the article to highlight that point. I know your company use...

  • David Petersen created an article,

    Manage invoice notes

    Audience: Accounting Manager and Invoice Approver Summary: MineralTree allows users to share Notes during processing of invoices, in particular during the invoice approval workflow. These not...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • David Petersen created an article,

    Optimizing Mineraltree to sync with your ERP

    Audience: Accounting Manager and MineralTree Administrator Summary: This article describes best practices to use to optimize the synchronization of Mineraltree with your ERP. Deleting and Voiding V...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • David Petersen created an article,

    Support during Presidents' Day holiday

    Please note that the Mineral Tree office will be closed on Monday, 19 February 2018 due to the Presidents' Day holiday. During this time, the support team will not be receiving phone calls or revie...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • David Petersen created an article,

    Switch accounting packages

    Audience: Accounting Manager and ERP Admin Summary: Reviews the best practices for switching Accounting Packages in MineralTree MineralTree companies are created with links to specific accounting p...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes