Archive for Category: Financials
- How to deactivate an account (Chart of Accounts)?
- How to edit my Chart of Accounts?
- How to create a NEW account (Chart of Accounts)?
- How to reactivate an account?
- How to edit Unposted Transactions?
- How to create a NEW Transaction Entry (unposted transaction)?
- How to post an Unposted Transaction?
- How to reverse transactions in GL?
- How to find my transactions?
- How to find my receivable payments?
- How to receive a payment?
- How to find/edit a Sales Invoice?
- How to add a line item on my Sales Invoice?
- How to create a Sales Invoice?
- How to confirm payments?
- How to print checks?
- How to pay multiple vendors?
- How to post a payment on your General Ledger?
- How to apply a payment amount?
- Where to find my payments for payables?
- How to make a Payment?
- How to delete/cancel transaction?
- How to find/edit Payable Voucher?
- How to add a line item to my Payable Voucher Invoice?
- How to create a Payable Voucher?
- How to find/edit a Credit Memo?
- How to add a line item in my Credit Memo Invoice?
- How to create a Credit Memo?
- How to generate Financial Reports?
- How to create a Customer Agreement/ Term(s)?
- How to assign an Invoice Adjustment ID to a GL Account?
- How to assign a Finance Account Type to a GL Account?
- How to assign a Credit Card Type to a GL Account?
- How to assign a Credit Memo to a GL Account?
- How to assign a Purchase Invoice Type to a GL Account?
- How to assign a Sales Invoice Type to a GL Account?
- How to assign a Variance Reason to a GL Account?
- How to assign a Payment Method Type to a GL Account?
- How to configure Tax Codes (ATC)?
- How to configure the organization’s settings?
- How to assign Accounting Tags?
- How to add Accounting Tags?
- How to set the Time Period?
- How to create a Payment Method Type?
- How to create a NEW Payment Method?
- How to view/update Payment Methods?
- How to configure your Ledger?
- How to configure your Chart of Accounts?
- How to set exchange rates?
- How to reconcile my accounts?
- How to generate Receivable Reports?
- How to generate Payable Reports?