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End of Payroll Year Checklist If attendance tracking is used, all attendance information should be entered before ending the payroll year. This archives the attendance records into the previous payroll year for future reference. ___ Verify all...
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The price for gas has been imported at a list price of $1.15 per gallon. The Customer should be billed $1.10 per gallon instead. Double-click in the column.
Select the price from the list, or enter a new price, and select OK .
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This ticket is split 50/50 between two Customers who have both prepaid for propane. The gallons left and price per gallon differs for each Customer. The first Customer has $100 left in prepay, but this Customer's share of the ticket is $250. As a re...
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This Customer has $100 in Unapplied Cash and is being invoiced for $325. The Take a Payment checkbox is selected.
Save the ticket, and the screen to record the payment displays. Once the Use UAC box is checked, the amount in the Pay...
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Product Delivery Orders create a delivery request and an Accounting Invoice. Product Delivery Orders may be marked to invoice directly or can create Energy Tickets which are imported into Invoices. Inventory is affected at invoicing. Navigate to...
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Print Delivery Orders Window Navigate to Energy / Deliveries / Print Delivery Orders . Select the checkbox for tanks to have Product Delivery Orders processed. Customer, Size, Serial #, Description, Region, Route – All these items displ...
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Product Delivery Orders may be marked to invoice directly or can create Energy Tickets. Energy Tickets are imported into Invoices. Inventory is affected at invoicing. Split – The Energy Billing and Rental Billing split arrangements for th...
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Budget Billing Invoices are automatically marked as paid when Budget Billing Product Delivery Orders are invoiced. Accounting does not allow paid Invoices to be voided, so when an error on quantity, price, or customer occurs on a Budget Billing Inv...
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To set up an ACH Vendor, in the Accounting module, navigate to File / Open / Vendors . Edit the Vendor needing set up as an ACH Vendor. Go to the 1099 / Payment Info tab. Select ACH Payment as the Method of Payment .
Setup
In...
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The Memo Check option at A/P / Pay Bills is often used to clear offsetting negative and positive A/P bills or to settle bills between Inter-Company enterprises. The posting that occurs is identical to the Pay Bills function. Since it does not re...