-
Last Updated: 12/14/2022
in Document Approval Invoice Use Invoice Approval: Activates the use of approvals with AP Invoices . Automatically delegate invoice to creator/reviewer of associated PO: If an Invoice is assigned to a reviewer the default reviewer will be the creat...
-
Use Purchase Order Approval: Activates the use of approvals with Purchase Orders. Auto-post once approved: Controls if Purchase Orders are automatically posted upon final approval. Allow Reviewers to change: Set restrictions fo...
-
Last Updated 01/11/2022 1099 Electronic Filing – Step by step instructions to upload a file to the IRS website. http://fire.irs.gov to connect to FIRE (Filing Information Returns Electronically) First time connection to the FIR...
-
Here are the steps we recommend that you use in a typical bank reconciliation. Steps to follow for a bank reconciliation: Assume that we finished the April 2019 bank reconciliation And you now wish to start with the Month of May. ...
-
Menu option is Month End > Bank Reconciliation. The complete G/L Bank Reconciliation tool is activated by checking the box Use G/L Bank Rec in A/P Options > General tab. Note: A requirement in using the G/L Bank Reconciliation is...
-
This is where yearly budgets are defined according to their budget types . When you are ready to begin budgeting for a new year you need to first come here to create the year for the type of budget. Later in the year when you are ready...
-
Path: Daily > General Ledger > Journal Entry Batches Displays all unposted Journal Entry Batches, with options to add, edit, delete or import Journal Entries. To edit a posted journal entry, see below. ________________________________...
-
Displays all unposted invoices in all batches. From here you can add invoices to an existing invoice’s batch, edit invoices or delete invoices. Once an invoice has been posted, if user permissions allow, anything except account and amount may...
-
Last Updated: 12/01/2022
in Bug Fixes Bug Fixes for 12.2 12.2.21 Journal Entry Imports Journal Entry Imports leaving out invalid accounts/amount lines (25062) 12.2.21 A/R Accounts Payable Entry period ranges for specified users not applying to AR Entry (24536) ...
-
1099 Processing for first year in SGA Accounting Forms: If you plan to file paper forms with the IRS, you will need to purchase pre-printed (red copy) 1099- NEC and 1099-MISC (If used) forms. If you plan to file electronically w...