Sarah Swinney

Submitting Corrected Government Forms

1. RFMS Core
2. End of Year Processing
3. U.S. Year End Processing

If you discover errors after issuing forms like W-2s or 1099s (U.S.), or T4s or T5018s (Canada), these must be corrected through the appropriate government processes. The steps vary by country and ...

• Created August 25, 2026 17:15
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How to Search and View Transactions for a Checking Account

1. RFMS Next
2. Accounting

  From the Checking Accounts screen select an account and then click the Show Transactions button, , in the toolbar. Note: Double-clicking a checking account will simply open the checking account i...

• Edited August 25, 2026 21:13
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Passwords in RFMS Core

1. RFMS Core
2. System Wide

RFMS has a built-in security system allowing protection by passwords any and all menu selections.  Different password levels can be set for any menu selection in the system. If a password is set on...

• Edited August 25, 2026 17:03
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Chart of Accounts

1. RFMS Core
2. System Wide

Go To User Guide - General Ledger Order Entry>Utilities>Set Up>Chart of Accounts or Accounting>File>General Ledger>Chart of Accounts This screen allows adding or editing accounts to the Chart of Ac...

• Edited August 25, 2026 21:02
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