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David Petersen

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Articles

Recent activity by David Petersen
  • 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
  • Payment delivery times

    Audience: Accounting Manager, Payment Authorizer This list shows delivery times (in business days) for different payments types. (i.e. when a vendor may expect to have payment details in hand. Thei...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • 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
  • 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.

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    • 1 follower
    • 0 comments
    • 1 vote
  • Documents remain in the inbox

    Audience: Accounting Manager 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. (Yo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Recurring invoices in MineralTree

    Audience: Accounting Manager Summary: Reviews how to create recurring invoices to track bills that occur periodically (e.g. rent) This article is for MineralTree users without an accounting package...

    • Edited
    • 2 followers
    • 2 comments
    • 0 votes
  • 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
  • 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...

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    • 2 followers
    • 0 comments
    • 0 votes
  • 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
  • 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 Summa...

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    • 3 followers
    • 0 comments
    • 0 votes