U.S. Cast & Crew Resources
Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
- How To: Prepaid Cards
- 1099 Reporting/Printing
Technical Release Notes
Canadian Payroll & Accounting Solutions
Accounting Solutions (Citrix)
How to: Set up a Prepaid Card Vendor
Some vendors will be created automatically while others will need to be created manually depending on the prepaid cards service utilized on the project.
Adding a New Vendor (manually)
Step 1: Click the + next to Vendors on the left navigation.
Step 2: Fill out all required fields and any other information that can be completed.
Step 3: Select a CP account from the Prepaid Card Account drop down menu or select Auto-create if a new account needs to be added (the application will automatically add a new account to your chart of accounts in the CP range)
Step 4: Click SUBMIT.
Giving the Cardholder Access to Submit Envelopes
Step 1: Invite the user with role Prepaid Card Employee or if they are already invite, update their access by following the steps linked here.
Step 2: Click VENDORS on the left navigation then filter for the vendor's name.
Step 3: Click VIEW VENDOR PROFILE from the Actions drop down menu.
Step 4: Click EDIT.
Step 5: Select the user's name from the PC/CP User drop down menu.
Step 6: Click SAVE.