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This Booking utility found at Admin Utilities / Accounting works with high/low Booking prices to adjust the Booking price on unpaid Bookings as the market fluctuates. The Update Booking Price from High/Low Price utility only includes unpaid...
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Options within the Inventory Book report, found at Accounting / Accounting Reports / Inventory / Inventory Status, allow additional information to be included or excluded to tailor the report to fit specific needs. Include Over-received PO...
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The Discount Allocation report at Accounting Reports / Accounts Receivable / Sales displays the total discounts taken by Product and Department for the selected Customer(s) and Product(s). The report includes Invoices for which payments have been ...
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The State Earnings report located at Accounting / Accounting Reports / Payroll / Payroll Status, can be used as a quick reference for Monthly , Quarterly , or Yearly s tate withholding. An option to run the report for a specific Date Range ...
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The Employee Ledger Card can be an essential tool in obtaining detailed information about an Employee’s deductions, tax withholding, hours, and wages per Paycheck. Besides the information already listed, the report also contains the Employee’s tax...
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The Aged Balances style of Customer Balances reports at Accounting Reports / Accounts Receivable / A/R Status / Customer Balance will default in the Aging Configuration selection based on the aging configuration preference set on the A/R tab...
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Agvance can export a file of retirement information from payroll into a file format that can be submitted to some retirement plans and satisfies the United Benefits Coop Retirement plan. This is a database activated module. In this case, it may be a...
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The Quarterly 941 report is an important tool for helping Agvance users file their ‘Employer’s Quarterly Federal Tax Return’ Form 941. Most lines that appear on the federal form are populated or can be populated on the Agvance report. This report is...
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A Template Journal Entry is useful for repetitive General Journal Entries where the Account IDs are the same, but the dollar amount changes each time. Month end accrual entries are an example of where this process might be useful. The following pro...