Accounting

FAQ - Can You Bulk Set GL Accounts
FAQ - Can You Bulk Set GL Accounts Some GL Accounts can be bulk set. Grouped items can be identified by the + sign on the left-hand side.    These ...
Wed, 5 Dec, 2018 at 10:33 AM
FAQ - How to Apply an Overpayment to an Account
FAQ - How to Apply an Overpayment to an Account An over payment can be applied to an unposted or posted order from the order view page or from the pay...
Tue, 13 Aug, 2019 at 8:00 AM
FAQ - Why Isn't Tax Calculating on my Order?
FAQ - Why Isn't Tax Calculating on my Order? Does the order have a tax rate? (See Customer Defaults - Financial) If not, does the customer have a...
Tue, 20 Feb, 2018 at 3:13 PM
FAQ - How Do I Process Customer Credit and Refunds?
FAQ - How Do I Process Customer Credits and Refunds? Refer to the corresponding sections for steps on the following: Creating a refund on an order...
Tue, 23 Jul, 2019 at 1:06 PM
FAQ - How to Apply an Order Credit to Another Order?
FAQ - How to Apply an Order Credit to Another Order? A credit can be applied to another order by creating a payment applied to two orders. The first or...
Mon, 6 May, 2019 at 1:48 PM
FAQ - Are Sales Totals Gross or Net?
Sales totals on DocketManager show the gross sales for set periods. Gross sales totals can be viewed on a customer, contact, order and item level.
Tue, 23 Jul, 2019 at 1:20 PM
FAQ - Where does the Projected Sales Amount Come From?
FAQ - Where does the Projected Sales Amount Come From? A Sales Projection is the amount of revenue a company expects to earn at some point in the future...
Thu, 16 May, 2019 at 10:03 AM
FAQ - When Should a Deposit be Marked as Deposited?
FAQ - When Should a Deposit be Marked as Deposited? Deposits are a way to organize payments by time and/or type. If they are organized by both date and ty...
Mon, 3 Jun, 2019 at 11:02 AM
FAQ - Why Can't I type in the Amount field on my Deposit or Payment?
FAQ - Why Can't I type in the 'Amount' field on my Deposit or Payment? If the 'Amount' field is greyed out, the value can no lo...
Tue, 23 Jul, 2019 at 1:09 PM
FAQ - Why do the Revenue Breakdown Amounts not Total up to my Sales?
FAQ - Why do the Revenue Breakdown Amounts not Total up to my Sales? The Revenue Breakdown is a snapshot of the cost/sales/profit breakdown. It can be ...
Thu, 6 Jun, 2019 at 9:54 AM