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David Petersen

  • Total activity 28
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Activity overview

Latest activity by David Petersen
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • 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,

    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,...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

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

    Why do documents remain in the Inbox?

    When you attach a document to an open invoice, or if a document is emailed to MineralTree and captured, it will normally be "consumed" and disappear from the Inbox. (You can still manuall...

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

    When are MineralTree payments delivered?

    This list shows delivery times for different payments types, specifically when a vendor may expect to have payment details in hand (their own processing times may vary):  Payment Delivery ...

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

    How to enter recurring invoices

    If you use MineralTree without an accounting package, you can create recurring invoices to track bills that occur periodically, for example, rent payments. (If your MineralTree company is connected...

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

    Support during Thanksgiving holiday

    Please note that the Mineral Tree offices will be closed on Thursday 23 November, and Friday 24 November, due to the Thanksgiving holiday. During this time, the support team will not be receiving p...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes