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Sarah Swinney

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Recent activity by Sarah Swinney
  • 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...

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  • How to Split an Invoice

      Selecting button in the toolbar allows an invoice to be split into two or more invoices. Use this option to partially pay an invoice. Either an invoice may be split by percentage or actual dolla...

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  • How to Mark Invoice as Paid

      When a single open invoice is selected in the accounts payable browse screen the option for will show in the toolbar. How To: Select an open invoice from the browse screen. Click the button i...

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  • How to Print Remittance Notes

      Remittance Notes can be printed at the same time checks are to be printed or they can be printed separately. When a single invoice is selected from the browse screen, if there is a remittance not...

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  • Year End Electronic Filing & AccuWage

    Use these steps to create and validate electronic filing (e-file) data for W-2 and 1099 forms in RFMS.RFMS generates the e-file data, but all submissions are made through your official government a...

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  • ACA Health Coverage (Form 1095-C)

    Use this report to create and print Form 1095-C, which reports employee health coverage information as required by the Affordable Care Act (ACA). RFMS prints directly onto the government form — the...

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  • How to Add a New Checking Account

      Before adding a new checking account you must create the account code for the register in the Account Codes screen Chart of Accounts.  The first transaction in a bank account needs to be a check ...

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