Portal Update 2.0.5.3
  • 21 Nov 2024
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Portal Update 2.0.5.3

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Article summary

  • Added: CP Books / A/R -> Apply Interest Charges

  • Added: Invoices -> Invoice Info -> Can now flag NSIs not tied to a job to apply interest

  • Added: CP Books: P&L, Balance Sheet, and Trial Balance now support cash basis

              * Set Cash vs Accrual in Branch settings (More -> Company/Branch Info -> Open -> Misc. Tab)

  • Added: CP Books -> Profit & Loss: Enhanced Graphs

  • Added: CP Books -> Profit & Loss: Added options to quick dates for fiscal year vs calendar year

  • Added: CP Books -> Trial Balance: Can now export to CSV

Added: CP Books -> Journal Entries -> Add: New option to import a journal entry from a .csv or .xlsx file

          For more information on Importing Journal Entries use the following link:

https://help.cenpoint.com/docs/import-journal-entries-into-cenpoint


  • Added: CP Books -> Bank / CC Register: Now shows the check number in the Number/Type column if it's a check paying a bill instead of just the bill pay id

  • Added: CP Books -> Other -> Reports: Renamed to Financial Reports


  • Added: CP Books -> Enter Bill Payments: Check box to easily record early pay discounts

        * This will automatically record an 'adjustment' to the bill(s) for the remaining balance

  • Fixed: Certain grid exports showing 'undefined' in the exported file if exporting 'non-standard' (custom HTML) grids

  • Other minor fixes