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: Tips and Tricks
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
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
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
Quarter End Balancing
March 12, 2021
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
Entering A Cash Receipt To Job Cost, Instead Of Job Income
March 30, 2020
Go into Accounts Receivable, Receipts. Click add on the right to add a new receipt. Click the Mics. Receipt option. Enter all the information as you go down the screen. For the Credit type, select job/cost code. This allows you to post a credit/ reduction against your cost on the job. This is especially helpful … More Entering A Cash Receipt To Job Cost, Instead Of Job Income
Write Off Open Accounts Receivable To Bad Debts
December 3, 2019
Writing off an open A/R invoice to your bad debt account can be very simple if you know a few shortcuts. Here is the simplest way to record this transaction. First, go into the General Ledger, Enter Accounts. Lookup your bad debt account and write it down. Then, go into Accounts Receivable, receipts entry. Add … More Write Off Open Accounts Receivable To Bad Debts
Opening Multiple Companies On The Same Computer
July 17, 2017
You can now open more than one company on the same computer without having to have a second copy of Jobview loaded. Each instance of Jobview that you open counts as a seperate user licence. All you have to do to take advantage of this feature is to open your company like usual, minimize it, … More Opening Multiple Companies On The Same Computer