MC Billing Update

Update billing address for multiple clients

This app updates the Billing Address on all 3-6 Receivable Clients that have the same MC# as the current record.

Setup:

Steps:

  1. Open the 3-6 Receivable Clients screen.
  2. Enter the new billing address information on the Other Addresses tab.
  3. Save and Recall the record.
  4. Click the zMaxOneClick app and choose MC Billing Update.
  5. A confirmation screen will appear, click Yes.
  6. A confirmation will appear once the update is complete and will ask if you want to view the audit log. If you would like to, click Yes.

Output:

    Audit Log: Microsoft NotepadĀ® document (Default location is \MB7\[Company Name]\Zoom Reports)
  1. Details on Audit Log include: User that performed the update, the computer the update was completed on, the 3-6 Receivable Client number that was updated, the new client billing information, the 3-6 Receivable Clients numbers that were updated with the old data that was updated.

Story:

Joe Contractor works with Management Companies who are in charge of the financials for many of their clients. When the Management Companies move their office, he has to update the billing address in the 3-6 screen for each client which that company manages. This takes 10-30 minutes.

Process:

This app updates the Billing Address on all 3-6 Receivable Clients that have the same MC# as the current record.

Return on Investment:

Now, Joe can update the billing address in all of the 3-6 screens in less than a minute with a click of the zMaxOneClick app.