Accounting
Guides to help you with creating invoices for clients and vendors and entering payments
Preview a Client Invoice before Posting
Creating a Client Invoice
Client Invoice Adjustment or Override
Record a Payment
Enter a Bill
Check Printing
Accounting Reports
Enter a Client Refund or Credit
Enter a Vendor Return or Credit
Fixing Mistakes on an Invoice
How to Update the Client Item Descriptions on an Invoice
Enter a Journal Entry
Connecting Bank and Credit Card Accounts
Bank Data Import
Enter a Payment on a Credit Card
Credit Card Reconciliation
Checkbook Reconciliation
Transaction Search
Recording a Commission Check as a Miscellaneous Cash Receipt
How to Void a Payment under Cash Receipts
How to move funds (money) from one document to another
How to Enter a Reimbursable Charge or Expense
Entering a Payment when the Amount is Different than Requested
Entering Payroll
Year End Reports
Work in Process
Invoice Document Styles
How to Suppress or Hide Employee Name on Time Invoices
How to Edit or Add a Sales Category
How to Add an Account (General Ledger Account)
Transfer Data & Accounting
How can I manage vendor credit card payments and reconcile credits in Design Manager effectively?
Refund a Client's Over Payment
How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the Open Client Deposit report?
How can I void or undo Client payments in Design Manager?
How does Stripe work in Design Manager, and how can I handle payout and dispute issues?
How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the Aged A/R Report?
How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the Aged A/P Report?
How can I investigate and resolve discrepancies in the 'Other transactions affecting' section of the WIP Report?