Sarah Swinney
Articles
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Account Codes
This screen allows adding or editing accounts to the Chart of Accounts for General Ledger account codes. Searching, Sorting, and Filtering Use the options button, , next to a column name in t...
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Cyncly Pay Payment Details Screen
Double-clicking on a transaction will open the payment details screen. For details on actions that can be taken on a payment based on the current status, please see the articles The Cyncly Pay Ho...
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Accounting Overview
The RFMS Next Accounting section gives you access to a multitude of accounting actions all from a single screen. Below is an example of the Accounts Payable actions after a standard search has be...
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Searching, Sorting, and Filtering Accounts Payable
From this screen you can search, view, edit, pay, flag etc. accounts payable invoices. Search payable records by either the supplier name or invoice number. Press the Enter key to initiate the s...
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Errors when Generating Tax Forms
If ANY Clarion Errors are encountered when generating tax forms, please send in a screenshot of all errors to rfms-help@cyncly.com (in PDF or JPEG) format. Some examples of these errors are: Cla...
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Accounts Payable Field Explanations
This is a summary of the fields that appear on accounts payable invoices. Fields covered include those present when adding an invoice, viewing/editing open invoices, and viewing/editing paid invo...
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Adding Accounts Payable Invoices
Accounts Payable (A/P) invoices for non-inventory payables can be entered using the following instructions. Tip: Payables for inventory items must be entered through the Costing routine in Rol...
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Year-End Closing and Reconciliation in RFMS
Following a standardized list of year-end closing procedures helps ensure a smooth fiscal close and accurate roll-forward of balances. This guide summarizes the full RFMS year-end process—from inve...
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View and Edit Payables
The options available when viewing and editing a payable record depend on the payable's status and your General Ledger (G/L) period date. Select the payable then click the view button, , in the ...
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Flagging Payables for Payment
A payable can be flagged in any search mode while browsing the Accounts Payable screen. Note: Payables flagged in Next will not be available in Core through the Print Flagged A/P or Print A/P ...