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John Forbes

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Latest activity by John Forbes
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    John Forbes created an article,

    Centerbase Version 8.4.4

      Fixes & Updates Fixed an issue where payments on interest are not allocating properly Fixed an issue where partial payments to interest display the wrong balance when viewed in the allocation di...

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    John Forbes created an article,

    8.4.2 Release

    Centerbase Version 8.4 We are excited to share the new features and enhancements included in our 8.4.2 release! The purpose of this article is to provide a summary of the changes and provide links ...

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    John Forbes created an article,

    Pre-bill Preview

    The Pre-bill Preview feature allows users to view a web-copy preview without actually creating the Pre-bill. This feature generates a web-copy preview of what a generated Bill would look like for a...

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    John Forbes created an article,

    Variable Origination

    Centerbase now allows Originator share percentages to differ based on Partner or Non/Partner status on the timekeeper Origination Settings Origination percent is now set per timekeeper in the Prod...

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    John Forbes created an article,

    How to Void a Check Outside of a Closed Accounting Period - Operating

    1) Best practice - Make a note on the check to be voided in the memo field indicating that it was voided on the voided date.   2) If check was to pay a firm expense and It paid a vendor bill, then...

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    John Forbes created an article,

    January'20 Release

    What's New in our January 2020 Release This article is intended to help you understand what is new in the January 2020 Centerbase release, and take advantage of these new features. Major New Featur...

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    John Forbes created an article,

    API New Beta Lookup Update

    Item Lookup API Update Description:  stored-query-id: Instead of criteria, the user may input a stored query id to search preloaded criteria. If provided, will take priority over criteria. result...

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    John Forbes created an article,

    September '19 Release

    What's New in our September 2019 Release Our development and product teams have been hard at work this summer.  Although we certainly had a chance to enjoy the lake, beach, and other fun summer act...

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    John Forbes created an article,

    Item Manager in the Web

    The Centerbase Item Manager allows you to modify attributes of your record types in Centerbase.  We are in the process of migrating and expanding, all the functionality currently in the PC Admin To...

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    John Forbes created an article,

    Configuring Your Email Authentication Settings

    Ability to Use Your Own Mail Server In the past, Centerbase provided mail server authentication for all Clients. This would sometimes cause e-mails sent by a firm to be blocked by spam filters. Now...