Tips and Tricks
Here are some Tips and Tricks you may find helpful when it comes to using our software.
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
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: firstname.lastname@example.org
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
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
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.
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
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