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  1. Inventory Posting

  2. Managing Purchase and AP Discounts

    There are three places to set up the default discount G/L accounts that are used by Purchase Invoices and/or the Pay Bills utility. Edit the Location at Accounting / Setup / Locations , and, on the G/L Posting tab, select the A/P Discount...
  3. Vendor Refunds for Customer Respray or Complaint

    It is recommended to have a General Ledger Account set up called Respray Clearing and a Respray payment method set up at Accounting / Setup / A/R / Pay Methods pointing to the Respray Clearing account. Invoice the Customer for the...
  4. Vendor Product Quotes

    With similar functionality to Customer Product Quotes, this feature allows pricing that a Vendor has promised on a Product to be saved. Quotes may be saved at either the Vendor Profile screen or the Purchase Order screen. At the Purchase Order ...
  5. Reconcile Freight and Additional Charges

    Overview If Estimated Charges were entered during the purchasing process, this utility is helpful for reconciling the estimated add-on charges with the actual charges. This can by found by going to A/P / Reconcile Freight/Additional Charges . ...
  6. AP POs for Approval

    This option, found at A/P / AP Purchase Orders for Approval , is only visible to A/P PO Approvers and displays A/P Purchase Orders. The orders may be filtered by Requester , Location , or Status . The Show All Approvers option allows viewing a...
  7. AP POs in Agvance

    A/P Purchase Orders are available to create expense Purchase Orders to directly import into Accounts Payable Bills or Quick Checks. Additionally, a vehicle may be selected from the existing vehicle list to help track expenses by vehicle. A/P Purch...
  8. Generic Product Method of Partially Prepaying Vendors

    This method is divided into two procedures, and the approach used will depend on if the total value will ever be fully paid or if it is considered a down payment and will not be fully paid. Procedure 1 (Partial Payment is Only Payment) Example: ...
  9. Transfer Vendor Prepay

    This utility was designed to simplify the process of transferring vendor Prepay to the Regular account or receiving a refund Prepay check from the vendor. The Transfer Vendor Prepay utility is found at Accounting / A/P / Transfer Vendor Prepay . ...
  10. Multiple Payments for Vendor Prepay

    Sometimes an agreement is made with a Vendor for a specific amount of Prepay. This amount will be paid with an initial down payment and the remainder to be paid in installments over a specified period of time. Add a prepaid Purchase Order ...