Sarah Swinney
Articles
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What Point of Sale Terminals can I Use with Cyncly Pay?
This article features information to help you understand how to select and use compatible terminals with Cyncly Pay. For more information about the available terminals and their pricing please se...
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How to Create and Manage Check Templates
From this screen you can add and manage check templates. How to Add a New Template Name the template Confirm the size of the check portion Set the printer offset Select the layout; for example:...
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Using the Fuzzy Search on a Find Screen
Fuzzy Search allows you to locate records even when yo don't know the exact spelling or full value of a field. By adding the "%" wildcard symbol before or after your search text, you can expand the...
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Printing Year-End Tax Forms
Use this guide as a quick reference for printing W-2, 1099, T4, T5018, and summary forms once all year-end data has been generated and reviewed.All forms must be verified for accuracy before printi...
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What to Know if You're Moving to Cyncly Pay from OnTop
If you are making a change from OnTop to Cyncly Pay please review this article to see what changes you should expect to see. What will be different? When processing a payment a webpage will open...
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How to Post to an Account
From the view transactions screen of a checking account there several actions available in the toolbar: Add a bank charge, post a single check, or post a deposit. Posting a Bank Charge Post a...
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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...