Sarah Swinney
Articles
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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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Refund or Void a Payments Flex Card Payment in RFMS Core
Use RFMS Core to reverse all or part of a card payment processed through Payments Flex.RFMS determines whether the transaction is voided or refunded based on its processing status. A void reverses ...
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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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Submitting Corrected Government Forms
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 ...
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How to Search and View Transactions for a Checking Account
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...
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Passwords in RFMS Core
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...