From the Accounts Payable Inquiry Screen users can select offsetting Debits and Credits and click the Settle button to clear these from Open Payables. In the Selection Criteria choose a Vendor and an Entity, Open Items, then click Refresh. When the grid loads you can use the check boxes to select the items you want […]
All posts by Mike George
Husbandry Support Document Requirements
Below is a streamlined version of instructions, organized so teams can quickly understand what must be provided to avoid billing kickbacks and ensure proper upload of support documents. If the Captain or crewing agency does not provide full details, reply and request confirmation of the complete list (names + ranks). Request one hotel service line […]
Crew Change Fees
See attached video for adding Crew Change Fees.
Cash Corrections (ReApplications)
Work In Process (Unbilled Receipts) – Add a DA Problem using Problem Type “CASH”. Enter comments explaining the movement needed. Accounts Receivable (Billed Receipts) – Add a DA Follow Up using Collection Status “Cash Reapplication Requested”. Enter comments explaining the movement needed.
Fairwater Support
Open a Ticket
Rendering Guidelines/Billing Instructions
Billing Instructions get added to the Principal Master (Principal Management) using the Rendering Guidelines. These are available in the DA Processing screen under DA Notes/Rendering Guidelines. They are also available on the Agency Fee & Services Tab.
Auto Insert Agency Fee (Container Business)
P Files only : If Business Type = Container and Agent Type = Full Agent. Fairwater will automatically insert 4010 – Agency Fee when the Call is created and automatically approve the 4010 – Agency Fee when the ATD is added.
Fairwater/D365 – CustTransOpen Error
This error occurs when posting Cash Receipts and indicates a mismatch in the DA Due Date between Fairwater and D365. The source issue tends to be a DA Sync error when the DA is billed and if it is addressed at the time of the error there is not an issue. But, if the DA […]
NEW PRINCIPAL REQUEST
From the Manage tab – click on “NEW PARTY” button to create a new principal request. From there a window will open and there you will enter the needed information. Once this is done, a notification will be sent to Jessica Spires and Debra Shiver (backup person) to review the request.
Call Setup Allowed in
1) Fairwater Only – NON S5 Billing Party and NON S5 Responsible Party. This is the Default Setting. 2) Simply5 Only – S5 Billing Party and S5 Responsible Party. PDA/FDA sync to Simply5 system. 3) Either – Allows for NON S5 Billing Party and S5 Responsible Party to be created in Simply5 and synced to […]