Back Adding Bank Account Information Step     Action   1.      Select {Settings} and then select {Financial} under Accounting.     2. Complete fields under Banking. Field Descr...

Back Financial Configuration Select Settings > Accounting > Financial Field Description Customer Start Number Each customer in the database is assigned a number. Th...

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...

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 ...

Back Adding Payment Terms Select Settings > Accounting > Financial Click Payment Terms from the quick links on the right or scroll down to Payment Terms. Click New to create a new P...

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...

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 ...