Tips and Tricks
Here are some Tips and Tricks you may find helpful when it comes to using our software.
Eclipse
Invoice Attachment File Name up to 255 Characters
When uploading an attachment into Eclipse it is important to make sure that the file name is kept to the shortest possible amount of characters. Eclipse can only support a file name including the file path on upload of 255 characters.
Auto Reconcile Bank Reconciliation
Within Eclipse there is the ability to import transactions directly from the Bank as an excel or csv file and reconcile these transactions. The section “Uploading Transactions From The Bank” explains how to complete this. Click here to read our Guide about the Bank Reconciliation
Upload Vendor List Into Eclipse
On the commencement of your production TPH has the ability to add vendors into Vendor Master Maintenance. The vendor list should be in excel format and compatible with our requirements. Simply send us a ticket request and we will action this for you. Email to: support@helpdesk.tphglobal.com
View Details Of Invoices Raised And Cheques Paid
Within the Vendor Master Maintenance screen a user can search for a vendor and look at the specific invoices raised or the cheques paid. Click here to read our Guide on how to View Invoices Raised And Cheques Paid In Vendor Master Maintenance
Attaching/Viewing/Downloading Invoice Attachments In Eclipse
When a supporting document is added to a transaction it can be viewed at a later date if required within Eclipse. The application also allows for these attachments to be downloaded for safe keeping. Click here to read more in our Guide about Attaching/ Viewing/Downloading Supporting Documents To Invoice
Distribution Change Reflected In Invoice Inquiry
When completing a distribution change, the change will also be reflected in the invoice inquiry. This means that there is an audit trail of the changes so that all modules reflect the reallocations so as not to confuse the transactions allocated account.
Invoice Created From Petty Cash entry
You can quickly create an AP invoice entry from a PC envelope when you are reimbursing the crew member via bank transfer. Click here to read more in our Guide on Paying Petty Cash by Bank Transfer / PC Invoices
Balance Tax Before Saving
Eclipse will now automatically create and calculate tax lines when entering in Invoices or Petty Cash, saving you the time of creating and calculating the tax lines manually. We strongly suggest never disabling this option unless advised to by TPH Support staff. By default, all new UK Databases from Mid
Quick Cheques
Quick Cheques allow you to create cheques and EFT files for Invoices without posting the Invoices down. Click here to read more in our Guide on Quick Cheques
Manually Moving Invoices To New Batch
Eclipse allow the accountant to move invoices into different batches. This feature can be used with the integration of Digital Paper Flow so that transactions can be moved into a different batch once approved or just as a way to monitor and allocate transactions to batches for specific purposes of