Popular Articles
DM - Add Cost Code to a Phase
While entering the phase, cost code to the detail line, you may find you do not have the cost code you need. To add a cost code on demand, read below. An Admin user would need to set security for a user to be able to add a Cost Code. At top of ...
DM - Can I delete an invoice?
Yes. Open the invoice you would like to delete and click on DELETE. You cannot delete from the grid. Also you cannot delete more than one at a time. An alternative to deleting is to VOID an invoice. It will keep it listed under ALL INVOICES ...
TCM - How do I setup Positive Pay in Accounts Payable?
System - Setup - Work on Companies - Work on Company Information - Accounts Payable Setup Use this tab to set up an AP Positive Pay file to be submitted to a bank. Identify the bank name and account and then designate the fields and their order of ...
TCM - How do I setup Positive Pay in Payroll?
System - Setup - Work on Companies - Work on Company Information - Payroll Setup Use this tab to set up an Payroll Positive Pay file to be submitted to a bank. Identify the bank name and account and then designate the fields and their order of ...
TCM - Accounts Receivable - Write Down vs Credit Memo
Accounts Receivable – Processing – Work on Payments – Enter Customer Payments There are times when you may need to reduce the balance on an outstanding invoice. The question becomes ‘Do I do a Write Down or Credit Memo?” Both options reduce the ...