Sarah Swinney
Articles
-
Salesperson Management Report
Sales Report>File>Sales>Salesperson Management ReportThis report shows activity related to all customer orders as a snapshot for salespersons or monitoring customer orders. Information for this rep...
-
Tax Reporting
Use the tax reports in RFMS Accounting to review tax liability, prepare tax payments, and review previously posted tax information.Go to Accounting > File > Month End > Tax Reports.Choose a Tax Rep...
-
Paid Family Medical Leave
Set up deduction under Human Resources>File>Percentage Tax Rates How to Add a Percentage Tax Rate for Paid Medical Leave Click the green plus to add a new global deduction. Fill out the Deductio...
-
Receipt Configuration
Applies to: RFMS CoreUse this article when: you need to add, edit, inactivate, or assign a receipt register by store.Does not cover: credit card payment routing by card prefix or payment-service se...
-
Require Tax Id in Customer File for Exempt and Resale Orders - System Option
Use this System Option to require a Tax ID on the customer record before an order can be saved as Exempt or Resale.Warning: If you use Tax Certifications, this system option should be set to No. Th...
-
Administrators: How to Send an Activation Link to Installers
This help content has moved. Please see our Mobile Work Orders article.
-
View Accounts Receivable (A/R)
Go To User Guide - Accounts Receivable Accounting>File>Accounts Receivable>View A/R This options allows you to access an individual invoice for a selected receivable account. You can also view cust...
-
Month-End Tax Reports
Back to Month-End Accounting GuideDuring month-end close, review the sales and use tax from customer orders. In RFMS, the month-end tax report options let you print tax due, post reviewed tax rec...
-
Month-End Journal Closing Worksheet - Non-ERRM
Use this worksheet when completing month-end journal closing for a company that does not use Enhanced Real-time Revenue Management, or ERRM.The worksheet gives you a place to track month-end steps,...
-
How to Search and Filter Accounts Payable Records
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>Add/Edit Payables>Find Button In the Browse A/P Records dialog you can enter a search term in the search field, this utilized...