Right Size Customer Balances - Revision history

Eschurdak at 13:49, 24 June 2020

2020-06-24T13:49:54Z

2018-11-01T12:36:05Z

Rightsize Requests

2018-10-30T15:15:14Z

Rightsize Requests

2018-10-30T15:12:44Z

Right-Sizing Request Form

2018-10-30T15:11:34Z

2018-09-21T13:18:14Z

Rightsize Requests

2018-01-08T14:47:11Z

Notes

2018-01-08T14:44:10Z

Notes

2017-03-20T19:04:20Z

Notes

2016-10-17T14:30:32Z

@@ Line 4: / Line 4: @@
 #Export a file from your accounting system. If manipulating the data in a spreadsheet after export, be sure to retain leading zeros of numeric data. '''[[Importing Data in to Excel|Consult this page for more details]]'''
 ##Be sure that your file has only the following columns: Customer Number, Product Code, Cylinder Balance, Product Code Description
-#Create a Support ticket by emailing Support
+#Create a Support ticket by emailing support@trackabout.com
 #Fill the '''[https://form.jotform.com/83025893005151 Right Sizing request form]'''
 ##If you cannot access Google Docs, please copy and paste the [[Right_Size_Customer_Balances#Right-Sizing_Request_Form |Right Size Request Form]] section of this page into an email to support@trackabout.com and edit it there

@@ Line 5: / Line 5: @@
 ##Be sure that your file has only the following columns: Customer Number, Product Code, Cylinder Balance, Product Code Description
 #Create a Support ticket by emailing Support
-#Fill the '''[https://docs.google.com/a/trackabout.com/forms/d/e/1FAIpQLSc2zKhc7r6a9US9J6HSv6wa1e_FMhAFLn9BnD8PXqekYZ_J4g/viewform Right Sizing request form]'''
+#Fill the '''[https://form.jotform.com/83025893005151 Right Sizing request form]'''
 ##If you cannot access Google Docs, please copy and paste the [[Right_Size_Customer_Balances#Right-Sizing_Request_Form |Right Size Request Form]] section of this page into an email to support@trackabout.com and edit it there

@@ Line 6: / Line 6: @@
 #Create a Support ticket by emailing Support
 #Fill the '''[https://docs.google.com/a/trackabout.com/forms/d/e/1FAIpQLSc2zKhc7r6a9US9J6HSv6wa1e_FMhAFLn9BnD8PXqekYZ_J4g/viewform Right Sizing request form]'''
-##If you cannot access Google Docs, please copy and paste the Right Size Request Form section of this page into an email to support@trackabout.com and edit it there
+##If you cannot access Google Docs, please copy and paste the [[Right_Size_Customer_Balances#Right-Sizing_Request_Form |Right Size Request Form]] section of this page into an email to support@trackabout.com and edit it there

← Older revision		Revision as of 15:12, 30 October 2018
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	=Right-Sizing Request Form=		=Right-Sizing Request Form=
		+
		+	Copy and paste this section into an email to support@trackabout.com. Be sure to attach the balance file as well.

	'''BY SUBMITTING THIS FORM, YOU ARE AGREEING TO THE FOLLOWING STATEMENT:'''		'''BY SUBMITTING THIS FORM, YOU ARE AGREEING TO THE FOLLOWING STATEMENT:'''

@@ Line 6: / Line 6: @@
 #Create a Support ticket by emailing Support
 #Fill the '''[https://docs.google.com/a/trackabout.com/forms/d/e/1FAIpQLSc2zKhc7r6a9US9J6HSv6wa1e_FMhAFLn9BnD8PXqekYZ_J4g/viewform Right Sizing request form]'''
@@ Line 15: / Line 16: @@
 ==Notes==
 *During the right sizing process, each customer's existing balance for a given type is compared to the balance contained within the uploaded file. If balances do not agree between the uploaded file and TrackAbout, the process will create new TrackAbout Adjustment records to reconcile the balance.
 *This page does not compare Exchange Asset Types. All Exchange Asset Types will be ignored.
 *'''Important''': We will not process Right-Sizing requests for dates more than 3 months in the past since customer adjustments may not be accurate when right sizing in the past.
 ==For Ignored Product Codes==
@@ Line 28: / Line 30: @@
 #When sending your rightsizing file, please provide the product codes that should be set back to ignored
 #Your TrackAbout Support team will change the product codes back to ignored when the rightsize is complete

@@ Line 18: / Line 18: @@
 *'''Important''': We will not process Right-Sizing requests for dates more than 3 months in the past since customer adjustments may not be accurate when right sizing in the past.
-Furthermore, even when right sizing within the past 3 months, if your company uses Payer Logic andf you ask us to conduct a rightsizing in the past (not as of the current date), [[Accounting_Adjustments|Payer Logic]] will not be enacted.
+Furthermore, even when right sizing within the past 3 months, if your company uses Payer Logic and you ask us to conduct a rightsizing in the past (not as of the current date), [[Accounting_Adjustments|Payer Logic]] will not be enacted.
 ==For Ignored Product Codes==