Sarah Swinney
Articles
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How to Reconcile Credit Card Payments and Post Deposits with Payments Flex
From within RFMS select Reports>Payments Flex. Individual reports previously associated with Cyncly Pay (settlement, reconciliation, balance, and refund) have all been consolidated into a single sc...
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Accepting a Credit Card Payment in Core ERP
Credit Card payments are compatible with the RFMS ERP if you have a Payment Solution in place. The basic steps are the same for all payment solutions. This article will demonstrate the process with...
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Requesting Payment in RFMS ERP using the Customer Web Portal (My Flooring Link)
The Customer Web Portal can be used to collect payment through the RFMS Mobile app or from within Order Entry in the main ERP.How To: Begin in Order Entry and select an order with a balance due. Se...
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End of Year Tax Documents Not Lining Up
If printed W-2, 1099, T4, or T5018 forms are not aligning correctly with pre-printed government forms, the issue is usually caused by PDF scaling settings.CauseMost PDF readers default to Shrink or...
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What Payments Services work with RFMS?
RFMS has integration with Payments Flex which is powered by Cyncly Payments. This is an embedded solution that allows you to view reports and detailed payment data, manage notifications and fraud s...
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Current and Resolved Issues for RFMS
This is an up to date and complete list of known issues as well as their resolutions. If no resolution has been enacted the notice will read TBD. Not all issues will have a work around or a user fi...
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RFMS Virtual Accounting E-Filing Services
RFMS Virtual Accounting offers E-Filing Services to help businesses prepare and submit their year-end forms accurately and on time. This service supports both U.S. and Canadian clients.Review this ...
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How to Add Signatures to Office 365 Email Configuration
Follow these steps to allow your RFMS users to have their local office signatures applied to emails in RFMS when using the Office 365 email configuration. Create a word document with their signa...
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Adjust or Cancel Existing Purchase Order
Purchase orders (PO) that have an Open status can be edited or canceled. Edit PO Details From the Purchase Order screen search for the purchase order you wish to edit and check the box to select...
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How to Manage Group Permissions in RFMS NEXT
Note: With 1.7 all existing groups have been removed. New groups with permissions will need to be created and users assigned to groups in order for users to have access to NEXT will need to be...