Debbie Kennedy
Articles
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Credit Card Set Up
Order Entry>Utilities>Credit Card Setup For more information on RFMS Card Services please visit our website and review the articles in our help section. Credit Card Processors Choose an option i...
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Adjusting Human Resources Tax Year
If you need to make adjustments to an employee's records at the end or beginning of a year, ensure that the Percentage Tax Rate reflects the correct year for the adjustment. For example, if you're ...
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Year to Date (YTD) Earnings Adjustment Settings
Use the Year-to-Date Earnings Adjustment screen to enter or correct an employee’s year-to-date (YTD) earnings, taxes, and deductions. This screen is used in situations where YTD totals must be esta...
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PDF History Table Maintenance
Unlike PDF attachments, PDF History is stored in SQL table, which increases overall database size. If documents are saved to PDF History on regular basis, then the table size should be checked pe...
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Access Code Accessibility Changes
Access codes are secured tools to allow the direct manipulation of data. They should be highly restricted and used only when no other method of adjusting data can be used. If a user is given access...
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Setup Sales Tax Accounting - System Option
In a Non-ERRM Environment, RFMS natively includes sales taxes in the gross sales number and is posted to the general ledger standard account identified as Sales. A system option is available to hav...
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Fix Inventory Without an Access Code
Most inventory issues can and should be corrected without an access code. The list below outlines common inventory concerns: 1 - Fix Quantity/Beginning Length (before costing) If the inven...
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Remarks
Project Manger>File>Remarks or Remarks button on tool bar Remarks are notations about a record; these can be printed on several reports. Because of that it is recommended to keep them succinct. Th...
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Project Manager User Guide
Overview Installing and Running the Program File Utilities Remote Actions Projects
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Products - Edit Displays
Products>Utilities>Edit Displays The ability to add display information and view display information from add on software such as CCA Pricing and Tagging was added in version 11.1. Soon clients wan...