User contributions
From TrueERP wiki
(newest | oldest) View (newer 50 | older 50) (20 | 50 | 100 | 250 | 500)
- 10:34, 29 June 2011 (diff | hist) . . (+1,514) . . N 16 EFT to ABA Setup (Created page with "EFT (Electronic Funds Transfer) to ABA Setup The EFT function enables your Company to process funds ready for electronic transfer. This function will create an ABA file ready ...") (current)
- 10:34, 29 June 2011 (diff | hist) . . (+3,066) . . N 15 Defining EFT (Created page with "Defining EFT (Electronic Funds Transfer) The EFT function enables your Company to process funds ready for electronic transfer. This function will create an ABA file ready to ...") (current)
- 10:33, 29 June 2011 (diff | hist) . . (+3,152) . . N 14 Bulk Payments (Created page with "Bulk Pay Suppliers The 'Bulk Pay Suppliers' button allows the user to post payments to multiple suppliers. Transactions to be paid can be selected by date range or by ignoring ...") (current)
- 10:33, 29 June 2011 (diff | hist) . . (+889) . . N 13 Pre-Payments (Created page with "Pre-Payment List This list displays all pre-payments which have been made within the time period the date range is set to. You may 'drill down' on the individual pre-payments ...") (current)
- 10:32, 29 June 2011 (diff | hist) . . (+2,230) . . N 12 Pre-Payments (Created page with "Pre-Prepayments When would you use a prepayment? A Supplier Prepayment is a payment that you, the Customer, make in advance of receiving goods/services, and being invoiced for ...") (current)
- 10:31, 29 June 2011 (diff | hist) . . (+822) . . N 11 Partial Payment (Created page with "Partial Payment How do you process a partial payment of a Purchase Order/Bill? Select the Supplier Payments button Select the Supplier that you wish to part apply payment to a...") (current)
- 10:31, 29 June 2011 (diff | hist) . . (+1,795) . . N 10 Enfire Process (Created page with "Entire Process Do you understand the entire process from entering a Purchase Order to payment? Can you enter a Purchase Order? Select Purchases tab from Main menu Then Purchas...") (current)
- 10:30, 29 June 2011 (diff | hist) . . (+546) . . N 9 Simply Tick (Created page with "Simply Tick Why do we simply tick before we load a total? Ticking will automatically adjust the total for us. Select the customer you wish to apply the part payment to. In th...") (current)
- 10:29, 29 June 2011 (diff | hist) . . (+567) . . N 8 Why Gray (Created page with "Why Gray? Why would transactions be gray in the Supplier Payments form? You can configure ERP Software to make payments in multiple currencies. However when making payments yo...") (current)
- 10:29, 29 June 2011 (diff | hist) . . (+1,746) . . N 7 Make a Payment (Created page with "Supplier Payment Within the Payments tab you are able to post payments to your Suppliers account. Once a Purchase Order has been created and goods or services are received, th...") (current)
- 10:28, 29 June 2011 (diff | hist) . . (+1,496) . . N 6 Ctrl, Shift, N (Created page with "Ctrl, Shift, N What does this filter do? A quick a easy way of filtering is to select the data required, then hold down and press (at the same time) "Ctrl + Shift + N" Filter...") (current)
- 10:28, 29 June 2011 (diff | hist) . . (+269) . . N 5 Default Column (Created page with "Default Column Why do we define the left hand column as the default? The left hand or Default column is the column that the report is sorted on when opened By setting the NAME ...") (current)
- 10:27, 29 June 2011 (diff | hist) . . (+3,316) . . N 4 Zoom In (Created page with "Zoom In Can you drill into the transactions? Summary - This displays Outstanding Balances Details - This displays Outstanding Balances by Transaction type, e.g....") (current)
- 10:27, 29 June 2011 (diff | hist) . . (+577) . . N 3 Extra Details (Created page with "Extra Details Can you select the extra details function? The Accounts Payable Report can be viewed in the following methods. Summary - This displays Outstanding Balanc...") (current)
- 10:26, 29 June 2011 (diff | hist) . . (+3,740) . . N 2 Accounts Payable Reports (Created page with "Accounts Payable Report This button allows you to view the Accounts Payable Report as at the time of your last batch update. The Accounts Payable screen opens by default in sum...") (current)
- 10:25, 29 June 2011 (diff | hist) . . (+1,839) . . 12 Supplier Payments
- 10:24, 29 June 2011 (diff | hist) . . (+29) . . 12 Supplier Payments
- 10:23, 29 June 2011 (diff | hist) . . (+373) . . 12 Supplier Payments
- 10:18, 29 June 2011 (diff | hist) . . (+400) . . N 29 Set Default (Created page with "Set Default Template How do you select a default statement template? Go to the Reports drop down menu in the top menu bar of ERP and select Templates. Scroll down to the state...") (current)
- 10:17, 29 June 2011 (diff | hist) . . (+353) . . N 28 Changing Template (Created page with "Changing Templates Why should you not change any of these? Each statement template comes preloaded with all the required calculations fields in place. Each sub report, on each...") (current)
- 10:16, 29 June 2011 (diff | hist) . . (+1,817) . . N 27 Staement Templates (Created page with "Statement Templates Where can you find all the available Templates? Please familiarise yourself with all templates styles to enable you to make a decision as to which one is be...") (current)
- 10:16, 29 June 2011 (diff | hist) . . (+425) . . N 26 Options (Created page with "Options In the statement screen where are your options? In the Print Statements screen there are two tabs, General and Options Within the Options Tab Select what information ...") (current)
- 10:15, 29 June 2011 (diff | hist) . . (+3,022) . . N 25 Statements (Created page with "Statements Can you print a Statment? Select Payments tab Print Statements button The General tab allows you to select All Departments or untick All and select the department fr...") (current)
- 10:15, 29 June 2011 (diff | hist) . . (+2,080) . . N 24 Receive Bulk Payments (Created page with "Received Bulk Payments The 'Received Bulk Payment' button allows the user to Post Payments received from multiple customers or jobs within the one processing screen by select...") (current)
- 10:14, 29 June 2011 (diff | hist) . . (+3,008) . . N 23 Double Click Lines (Created page with "Double Click Lines Can you drill into any payment from the List? You can 'drill down' to view the source transactions, by simply double clicking on the line. Drillable Report...") (current)
- 10:14, 29 June 2011 (diff | hist) . . (+887) . . N 22 Payment List (Created page with "Payment List How do you open the payment list? This list displays all payments which have been made within the time period the date range is set to. You may 'drill down' on th...") (current)
- 10:13, 29 June 2011 (diff | hist) . . (+2,497) . . N 21 Prepayments (Created page with " Prepayment Do you know what a customer prepayment is? This button is used to account for payments received from customers, prior to the completed transaction. This will create...") (current)
- 10:12, 29 June 2011 (diff | hist) . . (+550) . . N 20 Paying From an Invoice (Created page with "Payment from an Invoice How do you pay directly from an Invoice? Select the invoice from within the invoice list to be paid Select the Payment Button In the Payment Amount ...") (current)
- 10:12, 29 June 2011 (diff | hist) . . (+393) . . N 19 Payment Discount (Created page with "Payment Discount How do you apply a discount to an invoice from the payment form? Select the customer payments button Select the customer Select the invoice to be paid Enter ...") (current)
- 10:11, 29 June 2011 (diff | hist) . . (+487) . . N 18 Over Paying an Invoice (Created page with "Over Paying an Invoice How do you pay more against an Invoice? Select the Customer Payments button within the Payments Tab Select the Customer In the Payment Amount column...") (current)
- 10:11, 29 June 2011 (diff | hist) . . (+3,170) . . N 17 Refund Payments (Created page with " Refund Payments A Refund is created in order to receive products back from customers to give them money back or credit their account. A Refund works just as a negative Invoice...") (current)
- 10:10, 29 June 2011 (diff | hist) . . (+5,266) . . N 16 To Be Deposited (Created page with "To Be Deposited To Be Deposited provides a list of all amounts that have been posted to the Un-deposited Funds account and are yet to be deposited to the Company's bank accoun...") (current)
- 10:09, 29 June 2011 (diff | hist) . . (+1,045) . . N 15 Part Payments (Created page with "Part Payments Do you understand how to adjust the payment amount within the payment window? Click on Apply radio button to pay the full amount of the Invoice or multi invoices,...") (current)
- 10:09, 29 June 2011 (diff | hist) . . (+3,333) . . N 14 Applying Payments (Created page with "Applying Customer Payments Within the Payments tab you are able to post payments to the customers account. Once an invoice has been created and goods or services are shipped, t...") (current)
- 10:06, 29 June 2011 (diff | hist) . . (-3,333) . . 12 Supplier Payments (Blanked the page)
- 10:05, 29 June 2011 (diff | hist) . . (+3,333) . . N 12 Supplier Payments (Created page with "Applying Customer Payments Within the Payments tab you are able to post payments to the customers account. Once an invoice has been created and goods or services are shipped, t...")
- 10:04, 29 June 2011 (diff | hist) . . (+1,932) . . N 13 Customer Payments (Created page with " Customer Payment Have you been shown how to process a Customer Payment? Within the Payments tab you are able to post payments to the customers account. Once an invoice has be...") (current)
- 10:03, 29 June 2011 (diff | hist) . . (+1,090) . . N 12 Notes for A/R (Created page with "Accounts Receivable Notes This button allows you to view Notes that have been entered against Accounts Receivable Transactions. The notes are entered on the Accounts Receivabl...")
- 09:59, 29 June 2011 (diff | hist) . . (+735) . . N 11 Reminders (Created page with "Reminders Can you see that "To Do" in your reminders? At the bottom of the main menu, simply select the reminders button. Employee To do's These are a great way of adding remi...") (current)
- 09:59, 29 June 2011 (diff | hist) . . (+966) . . N 10 A/R Notes (Created page with "Accounts Receivable Notes This button allows you to view Notes that have been entered against Accounts Receivable Transactions. The notes are entered on the Accounts Receivabl...") (current)
- 09:59, 29 June 2011 (diff | hist) . . (+3,316) . . N 9 Zoom In (Created page with "Zoom In Can you drill into the transactions? Summary - This displays Outstanding Balances Details - This displays Outstanding Balances by Transaction type, e.g....")
- 09:58, 29 June 2011 (diff | hist) . . (+952) . . N 8 Column Name Changing (Created page with "Column Name Changing Do you know how to alter the name of the column within the list? Click on the Customise Tab Click on the radio button to select the columns you wish to vie...") (current)
- 09:57, 29 June 2011 (diff | hist) . . (+1,949) . . N 7 A/R Report (Created page with " Accounts Receivable Report Can you open the Accounts Receivable report? NB. Firstly run a batch update to ensure all information has loaded to the report. Select the Payments...")
- 09:57, 29 June 2011 (diff | hist) . . (+363) . . N 6 Statement Grouping (Created page with " Statement Grouping Why would you group JOBS on Statements? Go to Payments, Print Statements. Select tick box Group Jobs With Customer. If your customers have multiple jobs pu...") (current)
- 09:56, 29 June 2011 (diff | hist) . . (+233) . . N 5 A/R Grouping (Created page with " A/R Grouping Why would you group Customers with jobs? If a customer has multiple jobs, grouping them allows you to see the customers total account position, rather than having...")
- 09:56, 29 June 2011 (diff | hist) . . (+317) . . N 4 Grouping (Created page with "Grouping Why would you group payments from POS? If you have 50 cash sales in a day you probably don't want to make 50 cash deposits to your bank account and have to reconcile t...")
- 09:55, 29 June 2011 (diff | hist) . . (+452) . . N 3 Statement Messages (Created page with " Statement Messages Can you add your own messages for 30, 60, 90 days overdue? You can add a different message to each of greater than 1, 7 14, 30, 60 and 90 days overdue. You...")
- 09:54, 29 June 2011 (diff | hist) . . (+315) . . N 2 Accounts (Created page with "Accounts Why are these typically set to the current defaults? Customer - Default is Undeposited Funds. This means that by default, when a customer payment is received the mone...") (current)
- 09:54, 29 June 2011 (diff | hist) . . (+2,468) . . N 1 Preferences (Created page with "Preferences Do you know how to access the preferences that control Payments? What does Preference mean? A Preference is a favorite or favored choice. (And in this case of prese...")
- 09:53, 29 June 2011 (diff | hist) . . (+2,728) . . 11 Customer Payments
(newest | oldest) View (newer 50 | older 50) (20 | 50 | 100 | 250 | 500)
