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 Descriptio...
Wed, Nov 18, 2020 at 12:15 PM
Financial - Configuration
Back Adding Financial Configuration Step     Action   1.      Select {Settings} and then select {Financial} under Accounting.   2.      Select {Configuration} on the right-hand side of sc...
Fri, Feb 4, 2022 at 12:02 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 a...
Wed, Nov 18, 2020 at 12:15 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 ...
Wed, Nov 18, 2020 at 12:15 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...
Wed, Nov 18, 2020 at 12:15 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...
Wed, Nov 18, 2020 at 12:15 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