Setup Guide
A guide to setup your new company
Go into Chart of Accounts – highlight the accounts you want to set the code to be mandatory on. You can do this multiple times, so you don’t have to try to...
Fri, 10 Jan, 2025 at 8:01 AM
Go to Dimension Combinations Click on the dash after the Name Limited There are three options: No Limitations Limited (setting the limits) Blocked (ever...
Fri, 10 Jan, 2025 at 9:26 AM
Special Sales Prices and Discounts Feature How to setup: To enable the New sales pricing experience feature: Choose the "Search" icon, enter...
Mon, 13 Jan, 2025 at 9:03 AM
Client Issue – Posting Date Range: The user is posting documents or journal entries and receive this error message: Posting Date is not within your range o...
Mon, 13 Jan, 2025 at 9:09 AM
Check Printing options If you run Suggest Vendor Payments and select to Summarize Per Vendor: There will be one line per Vendor – this is normally done ...
Mon, 13 Jan, 2025 at 9:12 AM
Ending No. for No. Series When using No. Series – you do not need to set the Ending No. in No. Series unless there is a reason you would not want the numbe...
Tue, 14 Jan, 2025 at 8:07 AM
Creating an AAD user through the Microsoft 365 Admin Center As an Office 365 administrator, open https://portal.office.com/Adminportal/and you’ll have acces...
Tue, 14 Jan, 2025 at 8:09 AM
This article assumes you have modified the Check previously and need to adjust the micr symbols. If your Check has been modified previously and you have a ...
Fri, 7 Feb, 2025 at 10:22 AM