Updated Articles

  1. Voiding/Reversing Vendor Disbursements

    There are a few different scenarios of voiding/reversing Vendor disbursements. Scenario 1 – The Bill is correct and the disbursement exists in the current Agvance data. Scenario 2 – The Bill is correct and the disbursement does not ex...
  2. Vendor Refund of Credit Balance

    Use the following steps when there is a credit on a Vendor's Regular Balance and that money needs to be refunded. Go to Accounting / AP / Pay Bills and select the Vendor. Select Memo Checks . With the Memo Checks option ...
  3. AP Bill Import

    Navigate to Accounting / A/P / Add/Edit Bills . On the Select an A/P Bill window choose Add . Indicate the Vendor and choose Select . On the Add a Bill window, select Import File . On the Select Import File window select the Browse...
  4.  Void/Reverse an AP Bill

    Void A/P Bill                                                     Because an A/P Bill cannot be edited, if a Bill is entered incorrectly (and no payments have been made against the bill), it will ...
  5. Recurring AP Bills

    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 allo...
  6.  Add AP Bill

    Add a Bill Window Vendor Invoices for services or items not for resale are entered at A/P / Add/Edit Bills . This action adds to the vendor balance, the appropriate expense accounts, and the Accounts Payable account. Vendor – Double-cli...
  7. Pay AP Bills

    To pay Bills that originated from a Purchase Invoice, an A/P Bill, or a prepaid Purchase Order, go to A/P / Pay Bills . The first screen allows filtering of the bills to be paid by due date, by ACH , Non-ACH , or EFT Vendors, or by selecting Ve...
  8. 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 . ...
  9. 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 t...
  10. 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 Discou...