Sarah Swinney
Articles
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Processing 1099s in RFMS (U.S.)
Disclaimer: This information is provided for general reference only. Always verify filing and reporting details with your CPA or tax advisor before submitting forms. Cyncly does not provide tax o...
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Processing W-2s in RFMS (U.S.)
Disclaimer: This information is provided for general reference only. Always verify filing and reporting details with your CPA or tax advisor before submitting forms. Cyncly does not provide tax o...
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Payroll & Tax-Form Updates - Tax Year 2025
Disclaimer: This information is provided for general reference only. Always verify filing and reporting details with your CPA or tax advisor before submitting forms. Cyncly does not provide tax o...
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Running the First Payroll of a New Year in RFMS
Use this guide to prepare and process your first payroll of a new year in RFMS. These steps apply to all tax years unless otherwise noted.Use this guide after you’ve completed year-end reconciliati...
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Adding and Managing Line Items on an Order
Line items define the products, services, and charges that make up a customer order. Each line contributes to the order total and may affect inventory, purchasing, and job costing..This article exp...
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Pricing & Totals in Order Entry
This article explains how the ERP calculates, adjusts, and displays pricing information in Quotes, Orders, and Claims.It focuses on how line totals contribute to overall job totals, how taxes are a...
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PDF History and Saved Print Documents
PDF History stores finalized printed versions of documents in the database.Saving a document to PDF History creates a permanent copy of the exact version that was printed. This let's you keep a ref...
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PDF History and Saved Print Documents
PDF History stores finalized printed versions of documents in the database.Saving a document to PDF History creates a permanent copy of the exact version that was printed. This let's you keep a ref...
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PDF History and Saved Print Documents
PDF History stores finalized printed versions of documents in the database.Saving a document to PDF History creates a permanent copy of the exact version that was printed. This let's you keep a ref...
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Notes in Order Entry (All Note Types Explained)
Notes in Order Entry allow you to record information that follows a job through its entire lifecycle. From Quote, to Order, to Claim, and into related modules such as Schedule Pro, CPM, and RFMS Mo...