Debbie Kennedy
Articles
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Companies offering PIE csv files for their clients
The following companies can provide prefilled PIE spreadsheets. These suppliers & vendors are providing spreadsheets ready for import into RFMS using PIE (Product Import/Export program). Addition...
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Processing Add-On or Credit Memo within a Customer Order
When changes to a customer order occur and the customer does not want to receive a separate order number for changes, an add-on or credit memo can be created within the original order. Creating an ...
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Links to New Client Workshops
The following links will provide the recordings from our New Client Workshops: Day 1: Beginning Data: https://rfms-my.sharepoint.com/:f:/p/jdenson/EsqOE_umuY5GroFMZeIakkABoANw21YAPGpZSTh7tytL...
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Important 941 Information Regarding Deferred Payments and Tax Relief
Like the rest of the country, RFMS is adjusting to the new normal. Covid-19 has brought many changes, including a 941-quarterly report that has been completely revised to accommodate the tax relief...
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Format of dbconnect.xml (needed to maintain SQL connection during update)
RFMS requires the dbconnect.xml file (with full admin rights) to install an RFMS update. If this file does not exist, the following steps will be needed: Download the attached dbconnect template ...
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Coffee and Conversation: Summer Session
Coffee and Conversation is back by popular demand for a new summer series. Grab your coffee (iced, if needed) then join our trainers and CSMs on the topics below (all times listed are Central): ...
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Journal Comments: Where did that entry come from?
Below is a chart that lists the "Comment" fields made in the journal, the RFMS action that caused the posting, and what account codes would be affected by the posting. Journal Comment RFMS Ac...
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Payroll is using the same GL Account Codes and Sub-Account Codes for multiple state deductions
When opening Human Resources, the following message could appear: If it does, proceed to Human Resources > File > Percentage Tax Rates. Review the G/L Accounts codes used for your states. In the...
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PPP Loans: Setup/Tracking options
There are several ways PPP loans can be set up and tracked in RFMS. The first step should always be to contact your accountant to find preferred method. RFMS can then be utilized to track the loan...
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Spring Webinars PLUS introducing Conversations and Coffee!
Introducing RFMS Conversations and Coffee – Join our sales and training teams for a discussion on your favorite RFMS modules and features. These will be open conversations with attendees able to a...