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David Petersen

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Activity overview

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

    ACH payments with MineralTree and ACH.com

    Summary ACH debit origination is offered to all Mineraltree customers through our partnership with Priority Payments (ACH.com), and MineralTree will work with Priority to create and register accoun...

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  • David Petersen created an article,

    Draft invoice fields are not editable

    If you are working with a Draft invoice, and the usual fields (Expense, Account, Customer) are all grayed out, check the vendor name. It should be a hyperlink to the vendor details page. If it's ju...

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  • David Petersen created an article,

    12.6.0 Release Notes

    Release notes for 12.6.0 are attached.

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  • David Petersen created an article,

    Do prepaid accounts sync from Netsuite to MineralTree?

    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.

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    • 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,

    How to manage notes when editing invoices

    MineralTree allows users to share Notes during processing of invoices, in particular during the invoice approval workflow. These notes are only visible within MineralTree pages.   Here are mor...

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    • 1 follower
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  • David Petersen created an article,

    Best practices to minimize sync issues

    This article describes best practices to use to avoid synchronization errors for invoices and payments. Deleting and voiding: void and deletion events do not sync between MineralTree to the accoun...

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    • 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...

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    • 1 follower
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  • David Petersen created an article,

    What payments are supported to Canadian vendors?

    MineralTree currently supports several types of payments to Canadian vendors: Checks in USD funds can be sent to Canadian addresses. Checks in CAD, if the pay-from account is with a Canadian bank,...

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

    How to switch accounting packages

    MineralTree companies are created with links to specific accounting packages, so this change will require the creation of a new company in MineralTree. If you decide to switch from, say, QuickBooks...

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    • 1 follower
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