General
TCM - Can I setup a separate period in General Ledger for CPA adjusting entries?
System - Setup - Work on Companies - Work on Company Information - General Ledger Setup Sometimes your CPA ask if you can enter Adjusting Entries into a separate period in General Ledger. If this happens, you have the ability to setup a Period 13 to ...
TCM - What if I notice Payroll report totals being doubled?
If you realize on your QTD/YTD Earnings Register or State Unemployment Tax Act reports, the totals are doubled. Go into The Construction Manager Utilities & Clear Temporary Tables. You can then rerun your report & your totals should be correct.
TCM - How do I remove General Ledger History?
General Ledger - Year End Procedures - Remove General Ledger History Use this option to delete the General Ledger history associated with only the oldest fiscal year that is tracked by the system. Deleting this information removes it from your ...
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 ...
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 - 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 ...
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 ...
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 ...