Sarah Swinney
Articles
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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...
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Tour RFMS NEXT
Most screens in RFMS Next have a similar layout and features. This article will take you on a brief tour so that you can familiarize yourself with these. Navigation Bar and Submenus A. Fav...
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How to Add a User to Groups
Users must be assigned to a group in order to use RFMS NEXT. For more information about groups please see the article How to Use Groups. Administrators should not be assigned to groups as they ha...
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Supplier Record Field Explanations
This article provides an explanation of the fields when creating a new supplier record. Supplier Information Field Explanation Supplier Name Enter the name of the supplier. Address Ent...