Sarah Swinney
Articles
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Reference: Month End Reports for ERRM Users
Back to Month-End Accounting GuideUse this reference if your company uses Enhanced Real-time Revenue Management (ERRM) and you need to understand the month-end reports used for reconciliation.Thi...
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Negative Provider Records: Correct a Paid Error or Back Charge a Provider
A negative provider record reduces what you owe a provider (installer). RFMS includes the negative amount in your provider earnings totals, which helps you correct provider pay errors and record pa...
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Standard Account Codes
Accounting>File>General Ledger>Standard Account Codes Standard Account Codes are extremely important in your system. These are various account codes that the system uses to automatically post ent...
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Viewing Zero-Balance Inventory Records (Display Zero Available Inventory Option)
The Display Zero Available Inventory setting determines whether inventory records with a zero physical balance are visible throughout the system.Path: Utilities > System Options > Order Entry > Inv...
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Using Notes in Products
Highlight the product record. Click the Notes button . The note entry area works just like a word processor. The characters will automatically wrap to the next line as you are typing. The copy ...
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A/P Due Report
Go To User Guide - Accounts Payable Accounting>File>Accounts Payable>A/P Reports>A/P Due This report prints a listing of invoices that were open as of a specified date. Can be printed by a particul...
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Audit Viewer
Use Audit Viewer to review a history of changes made in RFMS. It helps you answer questions like: Who updated a record tied to orders, purchasing, job costing, or inventory? When did the change hap...
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Setting Up Your Stripe Terminal for Payments Flex
This article will cover unboxing your terminal and set up prior to your implementation and training for Payments Flex. Box Contents The box contents contain the Wise POS terminal and a USB power ...
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Release Notes for 24.4 Versions and Server-Side Releases
Released October, 19th, 2025 - Payroll Compliance Update Published mid-year tax updates for: Canada Georgia Idaho Indiana Utah Virginia Ohio Released February 11, 2025 - Additional States T...
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Inventory Costing using the Auto Match Feature
When searching E-commerce invoices there is a column labeled Auto Match. If there is an icon in that column, , it means that this invoice can be auto matched. Invoices without this icon will stil...