Sarah Swinney
Articles
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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...
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Administrators: How to Send an Activation Link to Installers
This help content has moved. Please see our Mobile Work Orders article.
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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...
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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...
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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,...
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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...
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Displaying A/P Totals
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>Add/Edit Payables>Show Open/Hold A/P Totals button This option displays OPEN and ON HOLD invoice totals for the highlighted...
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Distributing the Payable
Go To User Guide - Accounts Payable When adding an A/P invoice, a general ledger distribution must be added. An unlimited number of payable distributions are possible. Enter the Supplier name, In...
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A/R Last Payment / High Credit
Go To User Guide - Accounts Receivable Accounting>File>Accounts Receivable>Last Payment/High Credit This option allows searching by Customer Name to view the last payment made by that customer on ...
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A/R View Receipts
Go To User Guide - Accounts Receivable Accounting>File>Accounts Receivable>View Receipts This option allows the user to view a specific receipt that can be located by receipt number or related invo...