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  1. Payment Batch

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  2. Vendor Types

    Vendor Types Settings > Accounts Payable > Vendor Types To maintain the vendor type, used to categorize vendors into groups such as: EM = Employees PA = Payroll Vendors, etc. Force P.O.#...
  3. Assets (Main Browse)

    Assets (Main Browse) Records > Objects This is the main way to browse for asset information. Navigate to Records > Objects & select the Asset Object Type from the Object Type drop-down Buttons ...
  4. Link to Invoices or Journal Entries

    Linking of Assets to Invoices or Journal Entries There are two options for linking assets to invoices or J/E.  Option 1 Use the Link Invoice & Link to J/E buttons on the asset data display. Note: y...
  5. Columns Tab

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  6. Objects (Main Browse)

    Objects (Main Browse) Records > Objects This is the main way to browse for object information. Navigate to Records > Objects  and choose the appropriate Object Type from the Object Type drop-down Buttons ...
  7. Import Setups/Examples

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  8. Audit History

    Audit History Records > Choose Category All screens under Records have an audit icon. Audit history tracks any changes made for specific tables. Enter the selection you wish to see at the top of the screen,...
  9. Adding A.I. Template Pages

    Adding A.I. Template Pages Settings > Accounts Payable > Digital Invoice Templates Video Tutorial Click the play button below for a video tutorial. This tutorial is about 23 minutes long. Written instructions are below the vi...
  10. Item Categories

    Item Categories Settings > Categories The option exists to add custom fields to various maintenance screens, such as Vendors, Payers, Accounts, Objects, etc. Any custom information fields can be edited an...