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Related Articles
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A/R Cash Un-Application
Accounts Receivable > Daily > Accounts Receivable Management > Cash Application
To un-apply applied A/R Credits to A/R Invoices, a menu option is Daily > Customer History or Customer Detail > Cash App...
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A/R Cash Application
Accounts Receivable > Daily > Accounts Receivable Management > Cash Application
To apply open A/R Credits to open A/R Invoices, the menu option is Daily > Accounts Receivable Management > Cash Applications . App...
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A/R Recurring Receivables
Accounts Receivable > Daily > Accounts Receivable Management > Recurring Receivables
Recurring Receivables
To enter A/R invoices or receipts to be recorded multiple times consistently, the...
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A/R Invoice Write-Offs
Daily > Accounts Receivable Invoices > Write off A/R Invoices
When an outstanding receivable invoice is no longer collectible from the customer, a write-off is necessary to eliminate the receivable balanc...
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A/R Void Invoices
Daily > Accounts Receivable Invoices > Void A/R Invoices
When an outstanding receivable invoice is determined to be invalid, a void process is necessary to eliminate the receivable balance as well as the ass...
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1099 Back of Form
Month End > 1099 Process > Back of Form
The text printed on the back of the 1099 form is maintained under the menu option Month End > 1099 Process > Back of Form. If the instructions on the back of the fo...
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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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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...
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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...