Updated Articles

  1. Purchase Order Entry & Approval

    Last Updated: 09/03/2025 in Training Videos Approvals
    Purchase Order Entry & Approval Video Tutorial Click the play button below for a video tutorial. This tutorial is about 9 minutes long.  NOTE:  If viewing from the right-side screen, to open the video on a larger scr...

  2. Purchase Order Entry

    Last Updated: 09/03/2025 in Document Approval Purchase Order
    Purchase Order Entry Daily > Purchase Order Entry Video Tutorial Click the play button below for a video tutorial. This tutorial is about 9 minutes long. Written instructions are below the video. NOTE:  If viewing from the...

  3. Accounts Payable Options

    Last Updated: 08/14/2025 in Fund Accounting Accounts Payable AP Setup
    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. ...

  4. General Ledger Options

    Last Updated: 08/14/2025 in Fund Accounting General Ledger GL Setup
    General Ledger Options Settings > General Ledger > General Options This contains all high-level settings for the general ledger system. It should be set up before doing anything else in accounting, and it is essential to keep i...

  5. Vendor Summary Transactions

    Last Updated: 08/13/2025 in Fund Accounting Accounts Payable Vendors
    Vendor Summary Transactions Records > Vendors > Summary Video Tutorial Click the play button below for a video tutorial. This tutorial is about 7 minutes long. Written instructions are below the video. ...

  6. Check Forms

    Last Updated: 08/08/2025 in Fund Accounting Accounts Payable AP Setup
    Check Forms (Pre-printed vs. Blank) Settings > Accounts Payable > Check Forms Video Tutorial Click the play button below for a video tutorial. This tutorial is about 6 minutes long. Written instructions are below the ...

  7. Check Form Alignment

    Last Updated: 08/08/2025 in Training Videos Accounts Payable
    Check Form Alignment Daily > Accounts Payable> Check Forms Video Tutorial Click the play button below for a video tutorial. This tutorial is about 6 minutes long.  NOTE:  If viewing from the right-side screen, to open ...

  8. Vendor Detail Transactions

    Last Updated: 07/22/2025 in Fund Accounting Accounts Payable Vendors
    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...

  9. Customer Detail Transactions

    Last Updated: 07/22/2025 in Fund Accounting Accounts Receivable Customers
    Customer Detail Transactions Fund Accounting > Accounts Receivable > Customers > Customer Detail Transactions  The menu option under Customer Summary allows you to display invoices, receipts, or both (All).  Records > Cus...

  10. Customer Summary Transactions

    Last Updated: 07/22/2025 in Fund Accounting Accounts Receivable Customers
    Customer Summary Transactions Fund Accounting > Accounts Receivable > Customers > Customer Summary Transactions Displays A/R invoices and receipts for a customer in summary. Invoices or receipts with multiple lines will be ...
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