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
How to: Create a New CP Vendor
Step 1: Click the Chart of Accounts icon from the home page.
Step 2: Click ADD NEW.
Step 3: Fill out the required information highlighted in yellow. Create an account number that will be under the card payment header account (025). Click SAVE.
Step 4: Click ENTER CARD PAYMENT from the Card Payment drop down menu. Enter the name of the CP vendor and click SET UP on the window that pops up stating the vendor does not exist.
Step 5: Enter all information for the vendor and in the Payment Card Acct box, enter the account number that you just added to the Chart of Accounts. Click SAVE.
Step 6: Fill out the invoice #, description and the amount to the CP vendor. Delete the third line that appears. Click SAVE.