How To:

How to: Post Transactions
Step 1: Click the Post icon from the home page. Step 2: Check the transactions you would like to post and click POST SELECTED ITEMS. Click Y...
Tue, 30 May, 2017 at 6:13 PM
How to: Pay Bills
Step 1: Click the Pay Bills icon on the home page. Step 2: Click PAY BILLS on the Select Currency window. Step 3: Select t...
Fri, 1 Dec, 2017 at 10:13 AM
How to: Use Bank Reconciliation
Step 1: Click the Bank Reconciliation icon on the home page. Step 2: Choose the account you would like to be reconciling transactions for and en...
Mon, 7 Jan, 2019 at 9:29 PM
How to: Use Document Management
Documents in Excel, Word, PDF or JPG can be added to your project by uploading them to the Document Center.  From this window, you can add, delete, vie...
Thu, 1 Jun, 2017 at 11:18 AM
How to: Use the Muti-Project Feature
The multi-project feature located at the top of the home page allows you to view the ledger, POs, vendors, employees, and chart of accounts across projec...
Thu, 1 Jun, 2017 at 11:44 AM
How to: Use the Entry Windows
All entry windows can be opened by either clicking on the icon on the home page... ...or by using the drop down main menu bar at the t...
Thu, 1 Jun, 2017 at 1:06 PM
How to: Void, Void/Reissue and Clone Transactions
Deleting a Transaction **Only unposted transactions can be deleted.** Step 1: From the Vendors drop down menu, select BROWSE ALL UNPOS...
Thu, 1 Jun, 2017 at 12:48 PM
How to: Use the Grab Clipboard Feature
Step 1: Copy your whole template (PC, PO or JE document) in Excel.  You can download our templates here. Step 2: While the template is still highli...
Mon, 5 Jun, 2017 at 11:41 AM
How to: Import/Post Payroll
Importing Payroll Step 1: Click the Import Payroll icon from the home page. Step 2: You will be required to enter your username an...
Tue, 6 Jun, 2017 at 3:53 PM
How to: Setup the Bank Info
Step 1: Click the Chart of Accounts icon from the home page. Step 2: Right-click on the CHECKING ACCOUNT and click EDIT COA ENTRY. ...
Thu, 1 Jun, 2017 at 1:27 PM