Financial
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
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
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
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
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
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
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