Financial

Financial - Banking
Back Adding Bank Account Information Step     Action   1.      Select {Settings} and then select {Financial} under Accounting.     2. Complete fields under Banking. Field Descr...
Mon, May 30, 2022 at 1:58 PM
Financial - Configuration
Back Financial Configuration Select Settings > Accounting > Financial Field Description Customer Start Number Each customer in the database is assigned a number. Th...
Wed, May 15, 2024 at 3:16 PM
Financial - Deposit Types
Back Adding Deposit Types Step     Action   1.      Select {Settings} and then select {Financial} under Accounting.   2.      Select {Deposit Types} on the right-hand side of screen to au...
Mon, May 30, 2022 at 2:09 PM
Financial - Payment Types
Back Adding Payment Types Step     Action   1.       Select {Settings} and then select {Financial} under Accounting.   2.       Select {Payment Types} on the right-hand side of screen to ...
Mon, May 30, 2022 at 2:26 PM
Financial - Payment Terms
Back Adding Payment Terms Step     Action   1.       Select {Settings} and then select {Financial} under Accounting.   2.       Select {Payment Terms} on the right-hand side of screen to a...
Mon, May 30, 2022 at 2:19 PM
Financial - Taxes
Back Tax Information Adding Tax Information Step     Action   1.       Select {Settings} and then select {Financial} under Accounting.   2.       Select {Taxes } on the right-hand side...
Mon, May 30, 2022 at 2:47 PM
Financial - Tax Rate Import
Back Notes: Column header names must follow the exact same naming scheme as provided or the import upload will fail.  Blank rows are considered empty and skipped by the importer.  It is ...
Thu, Feb 24, 2022 at 10:52 AM