Sarah Swinney
Articles
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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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Month End A/R Report
Back to Month-End Accounting GuideUse the Month-End A/R Report during month-end close to review Accounts Receivable and Customer Deposits for a selected month.This report can recreate Accounts Re...
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A/P Sent to Order Entry Report
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>A/P Reports>APs Sent to Order Entry This option prints a report of all Accounts Payable invoices sent to Order Entry. Field ...
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Payables to Inventory Comparison Report
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>A/P Reports>Payables to Inventory Comparison Report This report lists differences between what was posted to Inventory and what ...
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A/P Paid by Account Code or Check or Online Reports
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>A/P Reports>A/P Paid by Account Code or Check or Online This report prints a listing of paid invoices by either account number o...
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Print the Flagged A/P Report
Go To User Guide - Check Writing Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>Check Writing>Print Flagged A/P After invoices have been flagged for payment, a listing of all ...
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RFMS Month-End Close: Steps, Reports, and Reconciliation
Back to Accounting User GuideUse this guide to complete month-end closing in RFMS and reconcile your accounting reports to the General Ledger.The Month End menu in Accounting includes several rep...
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Posting a Deposit
Accounting>File>Banking>Add/Edit Checks>Post A Deposit buttonUse Post A Deposit to record money deposited into a bank account. For sales deposits, RFMS also connects the deposit to the receipts inc...