Sarah Swinney
Activity overview
Latest activity by Sarah Swinney-
Sarah Swinney created an article, Release Notes for Version 26 and Server-Side Releases
26.1 Released September 14, 2026EnhancementsModuleUpdateB2BAdded support for new FcB2B material classifications, including additional brick, roofing, wearable, stair riser, and mat classifications....
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Sarah Swinney created an article, Pre-Authorize Credit Card on a Quote in RFMS Mobile
Use RFMS Mobile to authorize an amount on a customer's credit card from a quote.If you want the customer to enter their card information remotely, see Request a Credit Card Pre-Authorization with M...
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Sarah Swinney created an article, Request a Credit Card Pre-Authorization with My Flooring Link
Use My Flooring Link to request a credit card pre-authorization from a quote in RFMS Core Order Entry.If you are new to credit card pre-authorizations, see Credit Card Pre-Authorizations in RFMS be...
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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. ...