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: Digital Workflows
- 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
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
Account Format PC/PO Template
How to use the Account Format PC/PO Template
Step 1: Copy entire completed template from excel spreadsheet.
LINK TO TEMPLATES AT BOTTOM OF PAGE
Step 2: Click the Enter PC icon or Enter PO Icon on the home page.
Step 3: Click GRAB CLIPBOARD while template is still highlighted in Excel.
Step 4: Information from the template will be filled in automatically. The software will merge the 3 description fields from excel to create the description for each detail line. After filling out all required fields highlighted in yellow, click SAVE.
NOTE: The cells in grey can be modified based on your project's chart of accounts. These can be used as a quick reference for expense accounts.
Click this link to download: Account Format PO Template
Click this link to download: Account Format PC Template