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There is a method available to assess surcharges on Pay Methods subject to those surcharges. Rather than an AR Invoice being created and paid for the surcharge, this method assesses the surcharge and adds the amount to the Pay Method subject to the...
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Selecting the Settings icon (cog wheel) in the top right corner of the home page displays three options: About , Location , and Preferences . About This displays the App Version , API URL , and the Database ID being used. Select the...
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The query below shows the county, rate, and total amount of tax applied on an Invoice for a specified fiscal month range. SELECT [Invoice].[County], Sum([InvLi].[Taxamount]) AS [SumOfTaxamount], [InvLi].[TaxRate] FROM [Invoice] INNER JOIN [InvS...
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At the Payment on Account screen, check the box that says Use U/A Cash . Upon saving the payment, the unapplied cash left in the customer's account will pay the Invoices that are checked in the grid below. If the Unapplied Cash amount is gre...
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The Purchase Order Detail Received and Purchase Order Detail Processed reports accessible at Accounting Reports / Inventory / Purchase are valuable tools in reconciling Purchase Orders with Vendor Statements. An explanation of the differen...
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Last Updated: 02/05/2024
in Knowledge Base Hub Hub Setup There are five pre-defined statuses at Hub / Setup / Credit Statuses that may be assigned to customers: Excellent , Good , Fair , Poor , and Hold . Add, edit, or delete additional Credit Statuses on this window. The Hold status requires a ...
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Recurring A/P Bills are ones that are entered repetitively. Payment for rented storage facilities or equipment lease payments might be examples of recurring A/P Bills. Add Recurring Bills at Setup / A/P / Recurring A/P Bills . This function allows...