Electronic Funds Transfer (EFT) setup
Setting up EFT Payments In order to use this feature, you must first turn it on in the Setup Wizard.  Setup Tools > Setup Wizard > Suppliers ...
Tue, 23 Feb, 2021 at 8:15 AM
Initial Bank Rec Lesson
This article is basically going to go through a lesson plan on doing an initial bank rec. This could also be called a starting bank rec. Please take the re...
Thu, 8 Jul, 2021 at 11:02 AM
Bank Reconciliation Problems
First of all there were not really any bank rec integrity checks in System Five when this article was started. There are some integrity problems that do en...
Thu, 8 Jul, 2021 at 11:07 AM
Missing transactions in the bank reconciliation when using departments
This problem is only applicable to users with departments. If you can't find a transaction in your bank reconciliation, the most common cause is that ...
Thu, 8 Jul, 2021 at 11:42 AM
Merge and Move Ledger Numbers
This toolbox routine will allow you to move/merge ledgers from on account to another Always make sure to backup your live data before processing this rout...
Thu, 8 Jul, 2021 at 11:46 AM
Ledger File out of Balance Error
Ledger File out of Balance Error Problem When running the List Transaction by G/L Account a red line shows up in the ledger labelled “File Out of Balance...
Thu, 8 Jul, 2021 at 11:51 AM
Moving Categories and GL History for Income and Sales
Purpose: This purpose of this document is to demonstrate how to move parts from one category to another category as well as moving the Cost and Income le...
Thu, 8 Jul, 2021 at 11:54 AM
Reporting Discrepancies
This is a list of things to investigate if you experience a report not matching another report of the same reporting period. Check Invoice Types in Repor...
Fri, 23 Jul, 2021 at 8:52 AM
A new feature found in supplier records, called, Supplier Remittance Forms. This tab allows users to add an email address that EFT remittance info will be ...
Fri, 27 Aug, 2021 at 10:46 PM
How to fix bank rec problems
Problem Description Messages on Integrity Report: A closed bank rec has been damaged and is no longer correct Additional Description: There are a...
Fri, 26 Aug, 2022 at 7:53 PM

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