Debbie Kennedy
Articles
-
Project Manager User Guide
Overview Installing and Running the Program File Utilities Remote Actions Projects
-
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...
-
Loads and Load Percents
Loads add a specific dollar amount to a product's cost in a customer order (load x quantity). This can represent various overhead values, or quite commonly, Fuel Surcharges. Loads entered on a pro...
-
Providers Special Period Option and Do Not Pay
Go to Order Entry, find the customer order and click on the measuring tape icon . Click on the add icon the following screen appears. Fill in all the providers information and at the bottom there...
-
How to: Void an accounts payable record.
Go to Accounting/File/Accounts Payable/Add-Edit Payables/Find the accounts payable to be voided. Click on the Triangle Icon, select Void. To enter the invoice again, modify the invoice number; th...
-
Cyncly Pay Release Notes
June 24, 2024 Release version 1.13.0 notes: New Features: Settlement report: “Transaction Date” updated to show when the payment was captured instead of created. Normally, payments are captured ...
-
Checklist for new user setup
The information below is intended to aid you with setting up your new user. Changes are not limited to the steps outlined. RFMS Support is available, as needed: If the new user is using a previo...
-
Using Remarks as Notes
Remarks RFMS created Remarks in Project Manager (PM) to be "permanent" notes. By default, Remarks cannot be edited and cannot be deleted. Although the Remark cannot be edited or deleted it can ...
-
Understanding statuses listed on Cyncly Pay website
Payments can have different statuses. The status of a payment is visible from the Payments screen if the column is selected and is shown in the payment details screen when you double-click on a p...
-
Posting a "Receipt Only" payment to an order
If a payment processed through Cyncly Pay but the receipt failed to post to the order, the following steps should be taken for the selected order: 1 - Click Payment icon2 - Select Credit Card regi...