Direct Bill Commission Statement: Additional Date-Filtering Option

Note: This update represents only a portion of the AMS360 23R3 release. Please navigate to AMS360 2023 R3 Release Notes to review other enhancements and fixes that were part of this release.

Users can now specify a "From" date, which limits the number of transactions that are pulled into the statement.

The "From" date is a new field that appears below the "Through" date field. While this is not a required field, if there are a large number of transactions expected to be pulled into the Direct Bill Statement for a company, this field allows transactions coming into the statement to be limited to those that fall between the "From" and "Through" dates.

If the "From" date you enter is not earlier than (or the same as) the "Through" date, an error message will appear and the dates will need to be changed before you can proceed with the creation of the statement.