Debbie Kennedy
Articles
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Common Reasons 941 Quarterly Report may differ from Tax Responsibility Report
When the 941 report (Accounting>File>Human Resources>Reports>Quarterly Reports>941 Quarterly Report Printed) is printed, it generally matches the Tax Responsibility report (Accounting>File>Human Re...
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Release Payroll to another worker
When preparing payroll for a department, RFMS will "Lock" the payroll to prevent two people from adjusting earnings at the same time. To release a workstation to a different person, go to: Human ...
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Using Tax History csv to determined combined Misc. Tax
If Misc. Tax field is used for more than one tax type (for example, both state and county taxes), exporting the Tax History Report to a csv is a viable option to determine the breakdown. Accountin...
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Process Sales Tax when paying at the source
When sales tax is included on an Accounts Payable invoice, the following steps should be followed: Cost inventory invoice excluding the tax portion at Inventory > File > Receiving/Costing > Cost (...
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Where does RFMS determine its tax settings?
RFMS offers flexibility for where to look for tax rules. This begins with System Options. Compute Sales Tax by selling Store's Location The system option Compute Sales Tax by selling Store’s L...
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Posting Tax to Journal (For Non-ERRM/Not Sales Tax Accounting)
For Non-ERRM/Not Sales Tax Accounting RFMS users, taxes can be posted to the Journal during the month end process: Accounting > File > General Ledger > General Ledger Function > Journal Close > Pre...
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Setting up Tax Options in Stores and Cities
To set up tax rates for your stores, go to Order Entry > Utilities > Setup > Stores To set up tax rates for your "ship to" cities, go to Order Entry > Utilities > Setup > Cities Field Explanat...
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Paying an AP Invoice with a Credit Card
Go To User Guide - Accounts PayableAccounting>File>Accounts Payable>Add/Edit PayablesThere are a few different ways to handle managing a credit card account for invoice payments. Three methods are ...
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Posting a Payment
Order Entry>File>Customer Orders>Post a Payment Button This screen allows the entry of a payment to a customer order. Payments may be made at the end of the entry of the customer order or later...
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Card Not Present
If a credit card is swiped, the information is sent on to the Card Processor. This is considered a "Card Present" transaction. If the credit card is not swiped and the credit card information is ...