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For this week, see how AR and AP approval process works, how it can enable your association to have a system in place to ensure that each payment is reviewed, approved or rejected by authorized…
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We start the meeting with how to fix minor issues like screen resolution and Velixo reporting upgrades for combined companies. We then go into detail regarding Credit and Debit Note adjustments, a…
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In this recording, we will go over on how to attach additional files to a receivable email, sending email to multiple email addresses, setting up of reports for distribution, and tips and tricks on…
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Bundling multiple invoices for one payment check, writing off a customer balance, how to get Cash on Hand balance in real time, setting-up of customer email account, running a GL Transaction Report,…
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Changing Payment Method, Separating Payments, Column Configuration Tool, Effects of Simultaneous Open Periods (Prior Year and January of New Year), Items to Note in AR Deposits, Recurring…
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Topics for this week include Cash Returns, Payments and Applications, Bank Fees, Budget, Contra Accounts, Negative Balances, Training Databases, Drilldown and Scrubbing Velixo Reports for Printing
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Topics
for this week include Setting up of Recurring Entries, Printing Checks using
Adobe, Auto Reverse, Retained Earning Process, PPP Loan Reporting in Year End
ADTT, Saving Excel as PDF, Non…
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Process Manual for
1099 reporting for year 2020, how to adjust or correct an error in Acumatica,
recording of Cornell receivables and payables and how to review vendor class in
Vendors master…
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Marrying debit and
credit notes; applying adjustments; debit and credit notes on Cornell Bill; NSF
checks and negative deposits; printing checks and pop up blockers; installing
Velixo updates;…
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