Welcome to another Tips and Tricks! Did you know you can add a note to a customer invoice and tell it print on the invoices when you reprintthe invoice?Go to Accounts Receivable>Customers>change>click on the history tab>double click the invoice>clickthe notes>click addEnter the information you want to add to the invoice then click the drop down … More Reprinting Notes
Welcome to our latest Tips and Tricks Article. To setup direct deposit: Step 1: Go to Payroll, Employee file, click change on the employee, click the Rate tab, click the Direct deposit information. Check the use direct deposit box, pre-note should come up checked-the prenote allows you to run a payroll where the employees still … More Setting Up Direct Deposit
A special thank you to Kendra for being part of this interview. If you would like more information on cloud-based usage of JobView, you can call our offices at (405) 401-9449
Introducing…. our Purchase Order Module! The Purchase Order module is used to generate purchase orders, track committed costs created from purchase orders, and generate Accounts Payable invoices from reconciled purchase order items. This is especially helpful in avoiding overspending for cost code items on budgeted jobs. It is also helpful when ordering items which have … More Featured Module of the Quarter: Purchase Order
To add a new General Ledger account, go to General Ledger, Enter Accounts. Click Add. Enter the number for the account and the account name/description. Choose whether it is a debit or credit balance account. Choose the category and or account type if applicable. If this is a cash account, check the checking account box … More Adding Accounts to Financial Statement
The offices of Wallun Data will be closed Christmas Eve, December 24th and New Years Eve, December 31st. We wish each of you a Merry Christmas and a Happy New Year!
We are excited to announce that the Oklahoma City JobView Users Conference will be October 21-22. This is a fantastic opportunity to learn more about the program and to meet other JobView users. If you are interested in attending please click on the attached link. Also if you would like to preview the conference agenda … More The Oklahoma City JobView User’s Conference Will Be October 21-22.
This tip and trick is to help you when balancing your quarter end reports. The steps are as follows: Run an Earnings detail report for the check dates of the quarter: Ex. First quarter run 1/1/YY through 3/31/YY, second quarter run 4/1/YY through 6/30/YY, third quarter 7/1/YY through 9/30/YY, fourth quarter run 10/1/YY through 12/31/YY. … More Quarter End Balancing
We want to wish all our customers a Merry Christmas! In celebration of Christmas, the office of Wallun Data will be closed Thursday and Friday, December 24th and 25th. We hope your holiday season is filled with laughter and joy. … More Merry Christmas From Wallun Data!
All of us at Wallun Data would like to wish you a Happy Thanksgiving! For this holiday our offices will be closed November 26-27, 2020. We hope you all have a safe and enjoyable Thanksgiving. – The Staff at Wallun Data