Sarah Swinney
Articles
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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 ...
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How to Download or Print Payable Searches and Reports
After running a search in the browse screen of Accounts Payable you can choose to download or print the results. These results can be sorted and filtered. Selecting the download button, , will im...
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How to Show Related Inventory for a Payable
This screen displays detailed information about the inventory record paid on the Accounts Payable Invoice. This is a browse screen only, no changes are allowed. Individual lines can be selected ...
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How to Print a Single Accounts Payable Check
This option allows printing a check for the currently selected invoice. Note that the Accounts Payable invoice in "open" status. How To: Select the accounts payable invoice for which you want to...
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How to Change the Status of an Invoice
Selecting one or more payables in the browse screen will give the toolbar option . The options to select from when changing the status of an invoice include OPEN, HOLD, and VOID. Note: Only sta...