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Sarah Swinney

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Recent activity by Sarah Swinney
  • Import Journal Entries in RFMS NEXT

      Import journal entries from an external CSV file. The Import Process From the View Journal screen click the Import button, . The Import Journal dialog offers a few different options. Download a...

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  • How Does the Auto Cost Feature Work?

      This feature takes invoices that are cleared for Auto Match functionality and sends them directly to Accounts Payable. This process takes place automatically once the feature has been installed. ...

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  • E-Filing Account Requirements

    Businesses submitting year-end forms electronically must have the proper accounts with their respective government agencies. These accounts are used to upload tax forms such as W-2, 1099, T4, and T...

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  • Changing California Stewardship Assessment rate via General Range Edit

    To update products, the following steps should be followed:From Products, start with Rolls/Carpet Click File Click General Range Edit Choose Recover Fee Uncheck "Only For" Enter new fee (RFMS shows...

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  • How to Sign Up for Cyncly Pay

      We're happy that you are interested in signing up for Cyncly Pay. Please use this article to help you through the sign up and answer any question you might have during the process. Of course you ...

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  • RFMS NEXT Release Notes

      Release Notes for RFMS NEXT 1.7 Released to www.rfms.online on December 4, 2024. Please join our next webinar.   Note: This release is available for North America only 1.7 Release Feature...

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  • Welcome to RFMS Next

      RFMS Next is the next generation of the RFMS ERP software. RFMS Next is a web-based application that is tied to your existing RFMS database. As we gradually roll out new features with regular upd...

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  • Searching, Sorting, and Filtering Suppliers

      From this screen, add, change or delete supplier records. Search for supplier records by either the supplier name or the payee name. In the Search box type in a few characters of the supplier or ...

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  • Owner Dashboard

      The Owner Dashboard gives you a single place to view crucial information about company sales, ratios, and growth trends. Swap between different views using the dropdown box at the top of the scre...

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  • Month End A/P Report

      Back to Month-End Accounting GuideUse the Month-End A/P Report during month-end close to review Accounts Payable for a selected month.This report can recreate Accounts Payable for prior accountin...

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