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Print 1099 Process
The following two forms options are available for printing Form 1099-MISC and 1099-NEC:
Blank form (2 up). Prints two vendors per page. Option to print Recipient Copy B with or without instructions on the...
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Recurring Journal Entries
Daily > Recurring Journal Entries
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 6 minutes long. Written instructions are below the video.
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Actuals/Budgets
Budgets > Actuals/Budget Entry
Displays monthly and annual figures for one account for individual years: actuals, budgets, forecasts, variances, and formulas. This is also the main scr...
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Generate 1099s
This process auto-creates all 1099’s for a year. Any vendor payment with a 1099 code on it will be processed. If a payment was made to a vendor and a 1099 code was not designated on the invoice line, that payment amount ...
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Accounting Period Reset
Month End > Accounting Period Reset
When you first choose this menu, you will be prompted to reset the period. This is usually done on the first workday of the month (or whenever appropriate) so that the new...
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Last Updated: 01/09/2025
in Reporting
Report Types
Financial Statements
A report that summarizes transactions as of a particular period.
Detailed Report Writer
A report that can list the individual transactions.
Generic Report W...
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Budget Years
Settings > Budgeting > Years
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 view...
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Last Updated: 01/21/2025
in Reporting
Report Folder
Reporting > Report Folders
Folder Path: As you move through the folder structure this will allow you to see your folder location, as well as click on the folder within the path to quick...
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Using the Pending Approvals List
Reviewing the Pending Approvals List for entries requiring user action.
Access the list:
From an approval notification email, click on To review all your Entries Pending Approval, click...
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Actuals/Budgets View
Budgets > Actuals/Budget Entry The actuals/budgets screen can be customized to display selected columns for any budget type, such as Actuals, Budgets, Forecast, dollar and percent variance, etc. , for seve...