Adding Notes to AR Invoices
October 25, 2024
Did you know you can add a note when you reprint a customer invoice from the customer file? … More Adding Notes to AR Invoices
Category: New Posts
Tips and Tricks: Bank Reconciliation
October 25, 2024
Follow these steps for accurate bank reconciliation and to secure fiscal period integrity. … More Tips and Tricks: Bank Reconciliation
Bad Dept Write Off
December 16, 2022
Here is an easy way to setup your system to be able to write off bad debts at the end of the year. Since we usually just write off old Accounts Receivable balance to bad debts at the end of fiscal year, I thought I would share a quick and easy way to do this.First, … More Bad Dept Write Off
Featured Module of the Quarter: Equipment Costing
December 1, 2022
This quarter we are featuring our Equipment Costing Module. In the Equipment Module of Jobview you can track your equipment and vehicles. This module allows you to track purchase information, costs, depreciation, and service schedules. You can keep a photo of the equipment in the file and add notes or attachments as well. You can … More Featured Module of the Quarter: Equipment Costing
Reprinting Notes
June 13, 2022
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
Setting Up Direct Deposit
May 20, 2022
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
Interview on JobView Cloud-Based Accounting Options
April 5, 2022
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) 354-0395.
Featured Module of the Quarter: Purchase Order
March 18, 2022
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
Adding Accounts to Financial Statement
March 15, 2022
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
Merry Christmas and a Happy New Year from Wallun Data!
December 22, 2021
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!