Sarah Swinney
Articles
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Release Notes for 24.3
Feature Improvements Module Feature Update Human Resources State taxes for Kansas, Arkansas, and Georgia have been updated to 2024 values. Accounting Accounts Payable (AP) checks can...
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Cyncly Pay Payments Screen
The Home screen is the default screen when you login to the Cyncly Pay web portal. This screen displays your most recent payment transactions. Information on This Screen A. Search Bar B. A...
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How to Prepare for Your Cyncly Pay Implementation and Training
Once you've signed up for Cyncly Pay one of our Implementation Specialists will be in contact with you right away. Please note: At the conclusion of this meeting Cyncly Pay will be activated ...
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NEXT Accounting Reports
Running various accounting reports has been simplified in RFMS NEXT. Any report can now be run from a single screen. The Process Select Report Category. Select the Report Type using the dropdown...
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The RFMS Next Communications Center
The Communications Center (CC) is the singular screen to view multiple types of communications associated with a record. Both the Accounts Payable and Suppliers screens grant access to the Commu...
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How to Add a Supplier Record
Always enter supplier information into the Supplier file to ensure consistency and make tracking easier. Doing this allows the use of the F8 import capability in RFMS Core. Your reports will be con...
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Installers: How to Use the Work Order Dashboard
This video shows installers how to use Mobile Work Orders. For information on gaining access to Mobile Work Orders in RFMS Mobile as an installer please see the article Installers: How to Setup you...
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Release Notes for 24.2
Feature Improvements Module Feature Update Human Resources State tax rates - Updated Idaho to 2024 rates. Inventory Roll and Item Inventory – POSeqNum has been added to each file of new pu...
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Viewing the Journal in RFMS NEXT
Journal records can be searched and viewed through this screen. A. Toolbar Actions available on this screen B. Search bar Enter a search term to browse journal entries C. Open search crit...
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How to Configure your Cyncly Pay Account
After you have completed your initial implementation and training with one of our implementation specialists, you'll want to familiarize with the Cyncly Pay web portal. Many of the settings withi...