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  1. Accounts Payable Options

    Accounts Payable Options Settings > Accounts Payable > General Options Controls the main accounts payable options. IMPORTANT: It's all the high-level settings for the Accounts Payable system. ...
  2. Accounts Payable

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  3. Forecasting

    Forecasting Settings > Budgeting Video Tutorial Click the play button below for a video tutorial. This tutorial is about 11 minutes long. Written instructions are below the video. NOTE: If viewing from the r...
  4. Account Maintenance

    Account Maintenance Settings > Accounts > Funds New   Add a Single Account:  Enter each part of the G/L account number (or click the Search icon to select).  The description will be displayed t...
  5. Process Payment

    Process Payment Daily > Account Payable Payments > Payment Batches Once you have tagged the invoices to pay in the payment batch, you will see your batch/es on this screen. If not, see  Tag Invoices for Payment . Click to high...
  6. Manual Payment

    Manual Payment Daily > Accounts Payable Payments > Manual Payment Video Tutorial Click the play button below for a video tutorial. This tutorial is about 5 minutes long. Written instructions are below the video. ...
  7. Checkbooks

    Checkbooks Settings > Accounts Payable > Checkbooks All payments are assigned to a checkbook. A checkbook designates the G/L cash account, and the check form used when checks are printed. Checkbook ID:  A unique number ...
  8. Bank Reconciliation

    Bank Reconciliation Month End > Bank Reconciliation This is a simplified version of bank reconciliation. It displays only AP payments, both checks and EFTs, and allows you to mark them as cleared to assist in reconciling cleared che...
  9. Void Payment

    Void Payment Daily > Accounts Payable Payments > Void Payment A check or EFT can be voided from one of two places: Go to Daily > Accounts Payable Payments > Void Payment. Select the checkbook and enter the check# t...
  10. Vendor Detail Transactions

    Vendor Detail Transactions Accounts Payable > Vendors > Vendor Detail Transactions It displays A/P invoices and payments for a vendor in great detail. Invoices with multiple lines display as separate lines, which allows you t...