Sarah Swinney
Articles
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RFMS File Upload
We have a new process for uploading client files to RFMS. This document is intended after a backup has been performed. If necessary, instructions for running a manual backup of your database can b...
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Month End GST Report
Back to Month-End Accounting GuideUse the Month-End GST Report during month-end close to review GST paid and GST collected for a selected date range.The report includes: Accounts Payable invoices...
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Month-End Journal Closing Worksheet - ERRM
Use this worksheet when completing month-end journal closing for a company that uses Enhanced Real-time Revenue Management (ERRM).The worksheet gives you a place to track month-end steps, record re...
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A/P Aging Report
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>A/P Reports>A/P Aging Report This report includes all payables that have been entered at the time the report is being produced, ...
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Return/Found Inventory Utility
Important: Use the Return/Found Inventory utility only for special inventory situationsUse Return/Found Inventory only when material cannot be returned through an existing customer order. This uti...
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Canada Payroll: Additional Personal Deductions and Federal TD1 Setup
LocationHuman Resources > File > Worker InformationPersonnel Record DialogIf the employee's Country is set to Canada in, an additional tab appears on the Personal Deduction screen. Use this tab to ...
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How RFMS Selects Inventory for the Month-End Inventory Balance Report
Back to Month-End Accounting GuideUse this article when you need to understand why a specific inventory record or customer order line appears, does not appear, or has a different value than expec...
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Resolving Screen Issues
Sometimes an RFMS screen looks "broken" even through nothing is actually wrong with the order/customer/job. This usually happens when a saved layout (columns, grid widths, window position) gets out...
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Multiple Payment User Guide
Go To User Guide - Accounts Receivable Accounting-File-Accounts Receivables>Multiple Payment This option is for applying payments to multiple invoices in accounts receivable. Use this feature if yo...
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Suppliers
Go To Full Order Entry Utilities User Guide Go To User Guide - Accounts Payable The Browse Suppliers Dialog is available through multiple screens. Their paths are listed below: Inventory>File>Suppl...