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 overpayment can be applied to an unposted or posted order from the order view page or  from the pay...
Tue, 30 Apr, 2019 at 1:14 PM
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 or...
Mon, 4 Feb, 2019 at 2:14 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 - 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 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
FAQ - What is an Untracked Item?
FAQ - What is an Untracked Item? Untracked Items will appear on the GL Account Breakdown page. An Untracked item appears when an order item is posted with...
Thu, 6 Jun, 2019 at 10:08 AM
FAQ - Are Closeouts Required in DocketManager?
FAQ - Are Closeouts Required in DocketManager? Closeouts are snapshots of the Revenue and GL Account Breakdown values for a certain period. These values, ...
Wed, 29 May, 2019 at 9:47 PM