Accounting Utilities

This utility provides easy access to pricing history for customers and products. It also gives the discountable (effective) unit price which is useful for pricing product returns. This information may also be displayed when adding a customer Invoice...

Ideal for multi-site companies, the Product Lookup tool at Accounting / Utilities helps find the quantity available at each Location for a particular Product. Optionally view the sales and purchase year-to-date totals as well. Choose the Product ...

This utility allows old product quotes to be periodically deleted. All vendor quotes set to expire on or before the specified date are deleted. ...

This utility allows the selection of a product, and then displays the costing information, units, EPA information, and lot information if applicable. Calc Avail for Sale calculates the quantity available for sale. Calc Pending Usage displays the...

Sometimes Contract IDs are given by vendors for Purchase Orders.  This tool at Accounting / Utilities allows the P.O. Contract ID to be edited if necessary. ...

When using Worldpay for processing customer payments by credit card, this area stores the setup information and displays the transactions processed. For detailed information on this setup, contact SSI Customer Support. ...

Substitute products on unpaid Bookings at Accounting / Utilities / Booking Product Substitution . Note that products must be of like Units of Measure and there are limitations as to which types of Bookings can be updated. Only certain Bookings are...

A tool in Accounting to create mass Bookings, located at Accounting / Utilities / Booking Offers , gives the ability to gather information to subsequently mass-create Bookings for non-budget tanks as well as any product offered on Bookings.  The L...