Sarah Swinney
Activity overview
Latest activity by Sarah Swinney-
Sarah Swinney created an article, A/R Customer Snapshot Report
Go To User Guide - Accounts Receivable Accounting>File>Accounts Receivable This report is available when clicking File, Accounts Receivable, Customer Snapshot. Customers who have orders that have b...
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Sarah Swinney created an article, Payables by Supplier Report
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>Check Writing>Payables by Supplier Accounting>File>Accounts Payable>A/P Reports>Payables by Supplier This will provide a printou...
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Sarah Swinney created an article, How to Add a Recurring Accounts Payable
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>Recurring A/P This feature allows entering individual bills once that are paid every month (i.e. rent). These are for non-invent...
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Sarah Swinney created an article, View Inventory for an Accounts Payable Invoice
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>Add/Edit Payables>Show Inventory Received on this Payable This screen displays detailed information about the inventory record...
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Sarah Swinney created an article, Management Company Credit Status Report
Go To User Guide - Accounts Receivable Accounting>File>Accounts Receivable>Management Company Credit Status Report This report allows you to print a list of the current credit limits and balances o...
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Sarah Swinney created an article, Chart of Accounts
Go To User Guide - General Ledger Order Entry>Utilities>Set Up>Chart of Accounts or Accounting>File>General Ledger>Chart of Accounts This screen allows adding or editing accounts to the Chart of Ac...
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Sarah Swinney created an article, View Journal in Accounting
Go To User Guide - General Ledger Accounting>File>General Ledger>View Journal This screen allows searching for individual journal records. Note: No edits or additions can be done from this screen. ...
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Sarah Swinney created an article, A/P Entered by Account Code Report
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>A/P Reports This option prints a listing of invoices entered within a specified date range, listed in G/L account code order. In...
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Sarah Swinney created an article, RFMS Month-End Close: Troubleshooting Balance Mismatches
Back to Month-End Accounting GuideUse this article when a month-end report total does not match the related journal or General Ledger balance.Do not continue making corrections until you identify...
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Sarah Swinney created an article, Use RFMS Check Register Data for Positive Pay
Use this article if your bank offers Positive Pay and you need to pull check information from RFMS. RFMS does not provide a dedicated Positive Pay report or a bank-ready Positive Pay export file. H...