AgExpert Analyst 2014

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "AgExpert Analyst 2014"

Transcription

1 AgExpert Analyst 2014 Meet the next generation of accounting software You work hard to make your operation successful. That means using the best, most up-to-date accounting software you can find. And that means the all new AgExpert Analyst Try it and decide for yourself. AgExpert Analyst app Record transactions on the fly with your wireless device. Next time you re at your supplier, snap a picture of your receipt. Once you get to your computer, sync it with AgExpert Analyst and finalize the transaction in seconds. Online activation Sometimes you want to call. Sometimes you don t. Now you have a choice. Instead of phoning in to activate your software, you can do it online. All you need is an internet connection, serial number and the address that we have on file. Press the activation button and you re good to go. Of course, you still have the option to phone in to activate your software if you choose. Easier file creation Data file creation has been simplified. Now you can import information (Enterprises, Chart of accounts, Capital Assets, Employees) from existing books, making it easier when farms get incorporated or when you re just starting out. If your accountant is an AgExpert Analyst user, they can provide a template to speed up the setup process. Save time with alerts Entering data in the wrong year can be frustrating. In the 2014 version, a warning message will alert you when entering something in a non-current fiscal year. Update contacts on the fly Next time you re entering a transaction with a new contact not found in your contact list, you ll be prompted to add that business or person. By doing it on the fly, you ll save the hassle of going back and adding that contact later. Searchable accounts Find accounts faster on the chart of accounts with our new search filter. No more scrolling up or down. Now you can just type in the filter to find the desired account. Take a memo We ve added a memo field to the transaction entry and payroll cheques screens. Now you ll be able to write a memo on all your cheques. Join our online community for 24-7 support Register with our online community and access searchable discussions, blogs and the Knowledge Base, any time. Check often for important messages and updates, including how to solve common support problems, and connect with other users. Questions? Get your answers on community.fccsoftware.ca

2 Table of Contents AgExpert Analyst Getting Started... 3 Registering your software... 3 Set-up and creating data files... 4 Creating a new data file... 4 Using the search filter in the Chart of Accounts dialogue box... 4 Managing contacts... 5 Transactions... 6 Adding contacts via the Transaction Entry dialogue box... 6 Warning: The transaction date is outside of the current fiscal year Reports... 6 Remembering your report settings... 6 Viewing the General Ledger report... 6 Creating a Capital Assets report... 7 Showing only outstanding invoices on Receivables and Payables reports... 7 Viewing details on T4 and RL-1 reports... 7 Creating reports for your accountant... 8 Using new filters in the Inventory report... 8 Payroll... 9 Setting the payroll deduction as a percentage of gross pay... 9 Adding a memo on regular cheques and paycheques... 9 Inventory and AgriStability Autopopulating the Saskatchewan AgriStability Supplementary spreadsheet Management Viewing the Cost of Production report... 12

3 Getting Started Registering your software If you re a new user, you have to register your software to be able to access it after 20 transactions. Registration also provides benefits such as toll-free product support at and notification of program updates. To register your AgExpert Analyst program, open AgExpert Analyst. The Activation dialogue box appears. To register later, click Activate Later. You can enter 20 transactions before you re required to register. To register now, you can either activate your program online or by phone. To activate online (Internet connection required): 1. Enter the Serial Number for your program. 2. To activate the payroll module, select the Activate the payroll module check box. 3. Enter the address that you ve registered with FCC. Note: If you recently changed your address, notify us at or call us at Click Activate. If you ve entered an invalid serial number or address, the registration will fail and you ll receive a message that one of the numbers was invalid. You must enter a valid serial number or address. 5. Click OK. To activate by phone: 1. Enter the Serial Number for your program. 2. Call FCC Management Software s toll-free support line at to receive an Activation Number. Enter the activation number. 3. Click Activate. If you ve entered an invalid serial number or activation number, the registration will fail and you ll receive a message that one of the numbers was invalid. You must enter a valid serial number or activation number. 4. Click OK. If your registration is successful, the AgExpert Analyst main menu appears and the Activation dialogue box no longer appears when you open the program.

4 Set-up and creating data files Creating a new data file To create an AgExpert Analyst data file that s customized to your accounting needs: 1. Select New from the File menu. The Create New Data File dialogue box appears. 2. Enter the File name and click Save. The AgExpert Analyst Setup Wizard dialogue box appears. 3. If you re using AgExpert Analyst 2014, select either Do you want to start a new set of books? or Do you want to import from an existing set of books? Note: This change will make it easier to incorporate or import a template created by your accountant. Note: If you select Do you want to import from an existing set of books?, you ll need to browse to the location of the file you want to import. To learn more about creating a new data file, read the Creating a new data file located in the Online Community Knowledge Base section Setup and creating data files under AgExpert Analyst. Using the search filter in the Chart of Accounts dialogue box We ve added a search filter to the Chart of Accounts dialogue box and updated it to a grid format to allow you to easily sort and locate items in your asset list. Select Chart of Accounts from the Setup menu to open the Chart of Accounts dialogue box. Refer to the Setting up and maintaining a chart of accounts article located in the Online Community Knowledge Base section Setup and creating data files under AgExpert Analyst.

5 Managing contacts Your accounts payable suppliers and accounts receivable customers are located under the Contacts feature. You can assign a default income account and a default expense account to each. To find your contacts: 1. Select Contacts from the Setup menu. 2. The Contacts dialogue box appears, listing all available contacts. To assign a default income and expense account to your contact: 1. Click Add or Edit to open the Add Contact or Edit Contact dialogue box. 2. Select a Default income account by clicking the book icon. 3. Select a Default expense account by clicking the book icon. To add a new contact: 1. Click Add. The Add Contact dialogue box appears. 2. Enter the contact details. 3. Click Save. Note: You can specify the type of contact you re setting up. If you select the customer and supplier check boxes, the contact will be available for both payable and receivable charges. To edit a contact: 1. Select the contact. 2. Click Edit. The Edit Contact dialogue box appears. 3. Make your changes to the contact. 4. Click Save. To delete a contact: 1. Select the contact. 2. Click Delete. A confirmation pop-up box appears. 3. Click Yes.

6 Transactions Adding contacts via the Transaction Entry dialogue box You can populate your contact list from the Transaction Entry dialogue box. If you enter the name of a contact that isn t in your contacts list in the Description field, AgExpert Analyst will ask, Would you like to create a new contact for? Click Yes to add the contact to your contacts list under the Setup menu. Click No if you don t want to add the contact. If you don t want this pop up to appear in the future, select the Don t show this again check box. Warning: The transaction date is outside of the current fiscal year. The following message may appear when you re recording a transaction. We ve added this message to help you ensure that you don t enter data in the wrong fiscal year. Warning: The transaction date is outside of the current fiscal year. Are you sure you want to make this entry? Any transactions entered in a previous fiscal year will change the Retained Earnings and Balance Sheet for all future year. If your accountant has already reviewed your books, contact him or her before recording this entry. Reports Remembering your report settings AgExpert Analyst 2014 remembers your settings for reports in the report console. To view the report console: 1. Select Report Console from the Reports menu. The report console appears. 2. Select the applicable report from the menu panel on the left. 3. Customize your options in the options panel on the right. 4. Click View in Grid or Generate. Viewing the General Ledger report We ve added a running balance to the General Ledger report. The General Ledger report shows your data file s general ledger activity. It produces a detailed list of the activity in each general ledger account. To view the General Ledger report: 1. Select Report Console from the Reports menu. The report console appears. 2. Select Transactions/Account Information from the menu panel on the left, and then select General Ledger. 3. Select the appropriate options in the options panel on the right. 4. Click Generate. The report appears on the screen.

7 Creating a Capital Assets report To create a Capital Assets report: 1. Select Report Console from the Reports menu. The report console appears. 2. Select Tax Information from the menu panel on the left, and then select Capital Assets. 3. Select the Asset Type for the report: Current displays only existing capital assets Purchases display sonly assets purchased in the current fiscal year Sales displays only assets sold in the current fiscal year All displays all capital assets 4. Select the Fiscal year to be displayed on the report. 5. Click View in Grid. The report appears on the screen. Refer to the Using the report console article located in the Online Community Knowledge Base Report section under AgExpert Analyst. Showing only outstanding invoices on Receivables and Payables reports We ve added a new filter to the Receivables and Payables reports to allow you to Show only outstanding invoices when you ve selected either Detailed or Charge reconciliation under Type. Viewing details on T4 and RL-1 reports You can now access more detailed information in the T4 and RL-1 reports by using the report drilldown. This will help you validate values. To view the T4 and RL-1 reports: 1. Select Report Console from the Reports menu. The report console opens. 2. Select Payroll from the menu panel on the left, and then select T4 or RL-1.

8 Creating reports for your accountant The new Accountant Reports section of the report console displays the reports most requested by accountants, including an: Income/Expense report Balance Sheet report Trial balance report General Ledger report Capital Assets report Inventory report Advanced Inventory Detail To view an Accountant Reports: 1. Select Report Console from the Reports menu. 2. Select Accountant Reports from the menu panel on the left. 3. Enter the required information to specify the report you d like to create. 4. Click Generate. Using new filters in the Inventory report You can now filter the Inventory report by Summary, Detail and Account.

9 Payroll Setting the payroll deduction as a percentage of gross pay In AgExpert Analyst 2014, you can set the payroll deduction as a percentage of an individual employee s gross pay. 1. Select Payroll from the Setup menu. The Payroll dialogue box appears. 2. Select Employees from the left column. Then select the employee and click Edit. 3. Select the Pay Types, Benefits and Deductions tab. 4. In the Type column under Deductions, select % for each deduction you want to apply as a per cent. Adding a memo on regular cheques and paycheques We ve added a Memo field to enable you to enter additional information about a transaction, such as an expanded description or cheque information. This information will be printed on the memo line of your cheque. The Memo field appears on the following dialogue boxes: Transaction Entry

10 Create Paycheque Create Advance Paycheque Create vacation Paycheque

11 Inventory and AgriStability Autopopulating the Saskatchewan AgriStability Supplementary spreadsheet You can now autopopulate the AgriStability Supplementary spreadsheet for Saskatchewan. To do this: 1. Select AgriStability Supplementary from the Reports menu. The AgriStability Supplementary dialogue box appears. 2. Click Export to SCIC. 3. Click to select the location where you want to save the spreadsheet. 4. Click Export. To use the supplemental information form: 1. Enter the SCIC ID and/or AgriStability PIN in the corresponding fields on this page. If neither have been assigned to the operation, enter "X" in the No ID Available (X) field. 2. Enter the applicable information on each page. o Light grey shading indicates areas where you may enter data. o If you re involved in more than one farm operation, you must complete pages 3 to 6 for each additional operation. Complete, save and print the pages for each. o Use the <Tab> key to move through all required fields. o Use an "X" to indicate which check boxes apply to you. o You can attach additional notes after you print the complete form, or use the Additional Information and Amendment Request form. o Descriptions auto-populate when you enter a code. You can enter descriptions or code manually using the extra lines provided. o The document may print on one or more pages per worksheet if you re using an earlier version of Excel. For more information, call the AgriStability Call Centre toll-free at or visit

12 Management Viewing the Cost of Production report The Cost of Production report allows you to calculate and compare how much it cost to produce your commodities by assigning actual expenses to them. This information can help you determine your break-even point, which helps you determine the price at which you must sell the commodity to make a profit. In AgExpert Analyst 2014, the Allocate Commodities dialogue box in the Cost of Production report will automatically default to the last percentage split used for that expense account. To view the Cost of Production report: 1. Select Operational Benchmarking from the Management menu. The Operational Benchmarking dialogue box appears. 2. Select Cost of Production from the menu panel on the left. 3. Select a Commodity from the list. Note: Click Edit list to open the Commodities dialogue box, where you can add, edit, delete or merge commodities. Refer to the Adding, editing, deleting and merging commodities article located in the Online Community Knowledge Base Management section under AgExpert Analyst. Note: Click Allocate commodities to open the Allocate Commodities dialogue box and allocate expenses and production amounts to commodities. Refer to the Allocating commodities article located in the Online Community Knowledge Base Management section under AgExpert Analyst. 4. Enter the Quantity of the commodity produced. This is automatically updated if you allocated production transactions in the Allocate Commodities dialogue box. 5. Click Assign expense accounts to open the Expense Accounts dialogue box. Select each expense category and the expense accounts that should be associated with it. 6. Select the Production Period (crop year) to view the report for that year.

FCC Management Software. AgExpert Analyst. QuickStartGuide 2014

FCC Management Software. AgExpert Analyst. QuickStartGuide 2014 FCC Management Software AgExpert Analyst QuickStartGuide 2014 AgExpert Analyst Quick Start Guide Explore some of the things AgExpert Analyst can do for you and your farm, and get up and running as easily

More information

FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS. 1. Stock Movement...2 2. Physical Stock Adjustment...7. (Compiled for FINACS v 2.12.

FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS. 1. Stock Movement...2 2. Physical Stock Adjustment...7. (Compiled for FINACS v 2.12. FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS 1. Stock Movement...2 2. Physical Stock Adjustment...7 (Compiled for FINACS v 2.12.002) FINACS INVENTORY Page 2 of 9 1. Stock Movement Inventory

More information

Sage Simply Accounting. Getting Started Guide 2012. First Step

Sage Simply Accounting. Getting Started Guide 2012. First Step Sage Simply Accounting Getting Started Guide 2012 First Step Sage Simply Accounting Getting Started Guide First Step 2012 Getting Started... 1 Setting Up Your Company... 3 Setting Up Customers and Vendors...

More information

Accounting. Getting Started Guide

Accounting. Getting Started Guide Accounting Getting Started Guide Sage 50 Canadian Edition Getting Started Guide Getting Started...1 Setting Up Your Company...3 Setting Up Customers and Suppliers...8 Setting Up Items... 10 Essential Tasks...

More information

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7 Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...

More information

Sage 200 v5.10 What s New At a Glance

Sage 200 v5.10 What s New At a Glance Introducing Sage 200 v5.10 Sage 200 v5.10 What s New At a Glance Sage 200 v5.10 sees the release of a number of new features including support for Microsoft Vista (Business and Ultimate Edition) and Microsoft

More information

Reference Manual Agresso Accounts Payable

Reference Manual Agresso Accounts Payable Reference Manual Agresso Accounts Payable Contents Project background...1 Why Agresso?...1 Viewing Supplier Details...2 Scanning Invoices...5 Load Invoices...5 Invoice Registration...7 Overview...7 Purchase

More information

Sage 300 ERP 2012. What's New

Sage 300 ERP 2012. What's New Sage 300 ERP 2012 What's New This is a publication of Sage Software, Inc. Version 2012 Copyright 2012. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names

More information

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month.

The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. End of Month Closing The End of Month Closing process cuts off all sub-journal postings for the month and should be performed at the conclusion of each month. Closing the month involves up to five steps:

More information

Introduction to Mamut Point of Sale

Introduction to Mamut Point of Sale // Mamut Point of Sale Introduction to Mamut Point of Sale Contents News in Mamut Point of Sale version 3.5... 2 Mamut Point of Sale... 3 Definitions of words and expressions used in the program... 7 Getting

More information

What s New in Version 12

What s New in Version 12 What s New in Version 12 New Service Agreement Scheduling tab design makes scheduling much easier. Brand new List Views report capability that opens the door for new searching and reporting in ESC. Dispatch

More information

ACCOUNT RECEIVABLES TABLE OF CONTENTS

ACCOUNT RECEIVABLES TABLE OF CONTENTS ACCOUNT RECEIVABLES TABLE OF CONTENTS 1. SETUP CUSTOMER...2 2. CUSTOMER LISTING...6 3. CUSTOMER INVOICE...7 4. CUSTOMER INVOICE LISTING...12 5. ENTER CREDITS / REFUNDS...14 6. CUSTOMER CREDITS LISTING...20

More information

Accounting & Finance. Guidebook

Accounting & Finance. Guidebook Accounting & Finance Guidebook January 2012 TABLE OF CONTENTS Table of Contents... 2 Preface... 6 Getting Started... 8 Accounting... 10 Accounting Welcome... 10 Sales Quotes... 11 New Sales Quote... 11

More information

Google Apps for Sharing Folders and Collecting Assignments

Google Apps for Sharing Folders and Collecting Assignments Google Apps for Sharing Folders and Collecting Assignments The Google Drive is cloud (online) storage space, and it is also where you create and work with Google Docs, Sheets, Slides, etc. Create a Folder

More information

Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge

Training Guide: Customers CRM. Version 001. Training Prerequisite: Basic System Knowledge Training Guide: Customers CRM Version 001 Training Prerequisite: Basic System Knowledge Inventory 2 Invoice Ltd 2013 Nimble Business Services Ltd 2013 Customers 01 1 Table of Contents Introduction... 3

More information

Order Manager Toolkit

Order Manager Toolkit Order Manager Toolkit Magento Extension User Guide Official extension page: Order Manager Toolkit Page 1 Table of contents: 1. Order Manager Toolkit: functionality on the order grid.. 3 2. Extended grid:

More information

QuickBooks Online Training Workbook for Educators

QuickBooks Online Training Workbook for Educators QuickBooks Online Training Workbook for Educators 0 Contents Introduction to QuickBooks Online... 3 Objectives... 3 Accessing QuickBooks Online in your Internet Browser... 3 Downloading your Browser...

More information

Microsoft Dynamics GP. Project Accounting Cost Management Guide

Microsoft Dynamics GP. Project Accounting Cost Management Guide Microsoft Dynamics GP Project Accounting Cost Management Guide Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

The QuickBooks Extension

The QuickBooks Extension The QuickBooks Extension Updated 2/23/2015 2014 Autotask Corporation Table of Contents The Autotask QuickBooks Extension 4 Initial Setup 6 Enable Autotask Access to QuickBooks 7 Import QuickBooks Customer

More information

Request for Credit in Accounts Payable

Request for Credit in Accounts Payable App Number: 010045 Request for Credit in Accounts Payable Last Updated 21 st January 2014 Powered by: AppsForGreentree.com 2014 1 Table of Contents Features... 3 Detailed Features... 3 Important Notes...

More information

How do I Carry out an Inventory Check or Stock Take?

How do I Carry out an Inventory Check or Stock Take? 1/6 How do I Carry out an Inventory Check or Stock Take? 1. Introduction. 2. Preparing the Inventory Checklist(s). 3. Importing the Stock Count(s). 4. Stock Count Import Posting. 5. Stock Count History.

More information

Year End Closing Procedures for Sage 100 ERP. Martin & Associates

Year End Closing Procedures for Sage 100 ERP. Martin & Associates Year End Closing Procedures for Sage 100 ERP 2014 Martin & Associates Period End/Year End FAQs Page 1 of 2 Period End/Year End FAQs Home FAQs & Troubleshooting Show/Hide All Click a question below to

More information

Studio Designer 80 Guide

Studio Designer 80 Guide Table Of Contents Introduction... 1 Installation... 3 Installation... 3 Getting started... 5 Enter your company information... 5 Enter employees... 6 Enter clients... 7 Enter vendors... 8 Customize the

More information

Bank Statement Reconciliation

Bank Statement Reconciliation Bank Statement Reconciliation Updated December 2015 Contents About Bank Reconciliation...3 Reconciling Your Account...3 Importing Users into SQL...3 Creating a Bank Account...4 Editing a Bank Account...5

More information

Year End Closing 2013 Procedures for Sage 100 ERP. Martin & Associates

Year End Closing 2013 Procedures for Sage 100 ERP. Martin & Associates Year End Closing 2013 Procedures for Sage 100 ERP Martin & Associates MENU MAS 90 MAS 200 Order of Closing Order Own Closed Module 1 System Wide Backup 2 B/M Bill of materials 3 W/o Work order processing

More information

Go to Tools General Ledger Setup Ledger Codes and Tab 5: Ledger Codes

Go to Tools General Ledger Setup Ledger Codes and Tab 5: Ledger Codes Debit Card Functionality in FMS6 The SIMS Spring 2015 release introduced functionality to assist schools to record the use of debit cards to pay for goods and services. Prior to this release, payments

More information

Batch & Document Management. User Guide

Batch & Document Management. User Guide Batch & Document Management User Guide Version 9.18 Last Updated: November 2009 Table of Contents Overview 4 Introduction 4 Summary of Features 4 Key Benefits 5 Installation / Upgrade / Security 6 System

More information

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting Your Guide to setting up Sage One Accounting from your Accountant Setting Up Sage One Accounting 1 Contents Introduction Introduction...3 Quick Start Guide entering key business information...4 Set Up

More information

Intuit QuickBooks Certified User. Study Guide. succeed. www.certiport.com/quickbooks

Intuit QuickBooks Certified User. Study Guide. succeed. www.certiport.com/quickbooks Intuit QuickBooks Certified User Study Guide succeed www.certiport.com/quickbooks Businesses Standardize on QuickBooks Dear Test Candidate, In preparation for the QuickBooks Certified User exam, we ve

More information

Accounting Startup in Mamut Business Software. Content

Accounting Startup in Mamut Business Software. Content ACCOUNTING STARTUP IN MAMUT BUSINESS SOFTWARE Accounting Startup in Mamut Business Software Content 1 WELCOME... 4 2 THE TOOLBAR EXPLAINED... 5 3 GETTING STARTED... 6 3.1 Navigating... 6 3.2 Accounting

More information

Chapter A5: Creating client files and attaching bank accounts

Chapter A5: Creating client files and attaching bank accounts Chapter A5: Creating client files and attaching bank accounts This chapter is aimed at BankLink Administrators It covers the set up of your BankLink Practice clients. A BankLink Practice user needs BankLink

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

Release Notes Build 384

Release Notes Build 384 Release Notes Build 384 Chart of Accounts Conversion Build 384 is focused on the standard Chart of Accounts, which is optimized for manufacturing and for the DBA system. A new COA Conversion screen enables

More information

When the registration process begins, we highly the preparation of an enrollment spreadsheet with columns for:

When the registration process begins, we highly the preparation of an enrollment spreadsheet with columns for: ACCOUNTS RECEIVABLE While the billing and collection of tuition is decided at the local parish level, it is necessary that the accounting for such tuition be standardized in order to simplify Archdiocesan

More information

QuickBooks 2012 What's New and Improved

QuickBooks 2012 What's New and Improved QuickBooks 2012 What's New and Improved By Laura Madeira Register to win over $8K of QuickBooks Software* www.quick-training.com/free-quickbooks-2012 A brief review of the new and improved features and

More information

HOW INTEGRATION WORKS...

HOW INTEGRATION WORKS... Contents INTRODUCTION... 1 How to Use This Guide... 1 Software Editions Supported... 2 HOW INTEGRATION WORKS... 3 INTEGRATION RULES... 4 SYNCHRONIZATION SETTINGS... 6 General Settings... 6 Send Settings...

More information

Omni Getting Started Manual. switched on accounting

Omni Getting Started Manual. switched on accounting Omni Getting Started Manual switched on accounting Omni Getting Started Table of Contents Install & Register... 3 Install and Register... 3 Omni Programs... 3 Users... 4 Creating Companies... 5 Create

More information

MODULE 2: SMARTLIST, REPORTS AND INQUIRIES

MODULE 2: SMARTLIST, REPORTS AND INQUIRIES MODULE 2: SMARTLIST, REPORTS AND INQUIRIES Module Overview SmartLists are used to access accounting data. Information, such as customer and vendor records can be accessed from key tables. The SmartList

More information

Using FileMaker Pro with Microsoft Office

Using FileMaker Pro with Microsoft Office Hands-on Guide Using FileMaker Pro with Microsoft Office Making FileMaker Pro Your Office Companion page 1 Table of Contents Introduction... 3 Before You Get Started... 4 Sharing Data between FileMaker

More information

HOW INTEGRATION WORKS...

HOW INTEGRATION WORKS... Contents INTRODUCTION... 1 How to Use This Guide... 1 Software Editions Supported... 2 HOW INTEGRATION WORKS... 3 INTEGRATION RULES... 4 SYNCHRONIZATION SETTINGS... 6 General Settings... 6 Send Settings...

More information

ECDL. European Computer Driving Licence. Database Software BCS ITQ Level 1. Syllabus Version 1.0

ECDL. European Computer Driving Licence. Database Software BCS ITQ Level 1. Syllabus Version 1.0 ECDL European Computer Driving Licence Database Software BCS ITQ Level 1 Using Microsoft Access 2013 Syllabus Version 1.0 This training, which has been approved by BCS, includes exercise items intended

More information

FlockBase Accounting. Fund Accounting Software for Churches. User Guide

FlockBase Accounting. Fund Accounting Software for Churches. User Guide FlockBase Accounting Fund Accounting Software for Churches User Guide Table of Contents An Overview of Fund Accounting... 1 Why is fund accounting necessary?... 1 What are the options for fund accounting?...

More information

// Mamut Business Software. Complete CRM, Sales Management and Web Solutions

// Mamut Business Software. Complete CRM, Sales Management and Web Solutions // Mamut Business Software Complete CRM, Sales Management and Web Solutions Produced and distributed by: Mamut Software Ltd. a Visma company. 90 Long Acre Covent Garden London WC2E 9RZ Tel: 020 7153 0900

More information

INTRODUCTION SAHAJ ACCOUNTING

INTRODUCTION SAHAJ ACCOUNTING INTRODUCTION Welcome to SAHAJ ACCOUNTING software, not just accounting, complete business solutions. Whether you plan to manage your personal accounts or the finances of your business, you can use SAHAJ

More information

Last Updated on 11/06/2008. www.jobprotech.com

Last Updated on 11/06/2008. www.jobprotech.com Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement

More information

Create Mailing Labels Using Excel Data (Mail Merge)

Create Mailing Labels Using Excel Data (Mail Merge) Create Mailing Labels Using Excel Data (Mail Merge) This quick guide will show you how to create mailing labels from an Excel spreadsheet. To print mailing labels, you ll import Excel spreadsheet data

More information

TheFinancialEdge. Administration Guide

TheFinancialEdge. Administration Guide TheFinancialEdge Administration Guide 110309 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

IDEXX Cornerstone Practice Management System

IDEXX Cornerstone Practice Management System IDEXX Cornerstone Practice Management System IDEXX SmartOrder Inventory Solution IDEXX SmartOrder electronic inventory ordering in Cornerstone 8.3 creates a more efficient inventory work flow with real-time

More information

How to Create Your Own Crystal Report

How to Create Your Own Crystal Report How to Create Your Own Crystal Report Step 1 Figure out what table you need to use for your report. Click on Resources, then File Layouts and Program Information. Click on File Layouts to see the available

More information

What s new in Sage Evolution Version 6.81

What s new in Sage Evolution Version 6.81 What s new in Sage Evolution Version 6.81 Sage Sage s continuous investment in research and development ensures that you are kept up-to-date with the latest and most cutting-edge business management software.

More information

DCT Oracle ERP Software

DCT Oracle ERP Software DCT Oracle ERP Software Contents: DCT ERP Software Login Page DCT ERP Software Home Page DCT ERP Software Construction Module DCT ERP Software Trading Module 10 11 12 13 Menu: MASTER Menu FINANCE Menu

More information

Navigating within QuickBooks

Navigating within QuickBooks Navigating within QuickBooks The simplest way to navigate within QuickBooks is to work from the home page. Looking at the home page, you will notice the most common functions within QuickBooks are represented

More information

This is a section of the QuickBooks 2014 In Depth book offered by QUE Publishing.

This is a section of the QuickBooks 2014 In Depth book offered by QUE Publishing. This is a section of the QuickBooks 2014 In Depth book offered by QUE Publishing. For more information: http://www.quick-training.com/quickbooks-2014-indepth/ Or use this shortended URL: http://x.co/5wt8

More information

User Guide. Microsoft Dynamics GP 10 Upgrade. Understanding and using new features and functionality within Dynamics GP 10

User Guide. Microsoft Dynamics GP 10 Upgrade. Understanding and using new features and functionality within Dynamics GP 10 User Guide Microsoft Dynamics GP 10 Upgrade Understanding and using new features and functionality within Dynamics GP 10 Version 3.7 (Spring 2009) Microsoft Dynamics GP 10 Upgrade Copyright Copyright 1997-2009

More information

Comprehensive Sales and Marketing Tools Online

Comprehensive Sales and Marketing Tools Online Comprehensive Sales and Marketing Tools Online Save time by using our Sales Central and Marketing Central tools online. How can these tools help you? Easily track and market to non-buyers saving you time

More information

A Guide to Submitting Invoices for Related Services

A Guide to Submitting Invoices for Related Services A Guide to Submitting Invoices for Related Services and SETSS via the Vendor Portal Updated 3/2013 Table of Contents Chapter 1 Overview Pages 1 6 Chapter 2 Vendor Portal Registration Pages 7 9 Chapters

More information

Creating a New Excel Survey

Creating a New Excel Survey The purpose of this guide is to give you an overview of the Microsoft Office 365 Excel web application. Creating a New Excel Survey Log in to Office 365 using your student ID and password in the usual

More information

New Features in Sage BusinessVision 2013 (version 7.6)

New Features in Sage BusinessVision 2013 (version 7.6) New Features in Sage BusinessVision 2013 (version 7.6) 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein

More information

ProSystem fx Engagement

ProSystem fx Engagement ProSystem fx Engagement Guide to the Tax Software Interface ProSystem fx Tax and Global fx Tax Training and Consulting Icon Legend Tax Software Interface - ProSystem fx & Global fx Tax Introduction This

More information

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

Accounts Payable and Inventory Management

Accounts Payable and Inventory Management Accounts Payable and Inventory Management 2013 SedonaOffice Users Conference Presented by: Lisa Gambatese & Laurie Goodrich Table of Contents Accounts Payable G/L Account Defaults (AP) 4 A/P Setup Processing

More information

INVENTORY MANAGEMENT

INVENTORY MANAGEMENT support@magestore.com sales@magestore.com Phone: 084 4 8585 4587 INVENTORY MANAGEMENT PLATINUM VERSION USER GUIDE Version 1.4 1 Table of Contents 1. INTRODUCTION... 4 2. HOW TO USE... 9 2.1. Manage Suppliers...

More information

Follow these procedures for QuickBooks Direct or File Integration: Section 1: Direct QuickBooks Integration [Export, Import or Both]

Follow these procedures for QuickBooks Direct or File Integration: Section 1: Direct QuickBooks Integration [Export, Import or Both] Follow these procedures for QuickBooks Direct or File Integration: Section 1: Direct QuickBooks Integration [Export, Import or Both] Part A - Configuration Step 1. During installation of the Amano Time

More information

RETAILvantage 2.1 RELEASE NOTES

RETAILvantage 2.1 RELEASE NOTES RETAILvantage 2.1 RELEASE NOTES INTRODUCTION The following topics represent modifications to the current modules to enhance the application based on feedback from both the customer base and our own internal

More information

for Sage 100 ERP General Ledger Overview Document

for Sage 100 ERP General Ledger Overview Document for Sage 100 ERP General Ledger Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Client Accounting Suite Conversion Guide. User Guide

Client Accounting Suite Conversion Guide. User Guide Client Accounting Suite Conversion Guide User Guide C O N V E R S I O N G U I D E User Guide 2013 CCH Small Firm Services. All rights reserved. 225 Chastain Meadows Court NW Suite 200 Kennesaw, GA 30144

More information

introduction to emarketing

introduction to emarketing introduction to emarketing emarketing is typically used for promotional campaigns for attendee generation and for attendee communication. It works closely with ereg which also includes email capabilities

More information

TheFinancialEdge. Administration Guide

TheFinancialEdge. Administration Guide TheFinancialEdge Administration Guide 102011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

Microsoft Dynamics GP. Historical Inventory Trial Balance Report

Microsoft Dynamics GP. Historical Inventory Trial Balance Report Microsoft Dynamics GP Historical Inventory Trial Balance Report Copyright Copyright 2013 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

Sage 50 Accounting. Premium 2014 Level 2. Courseware 1616-1. For Evauluation Only. MasterTrak Accounting Series

Sage 50 Accounting. Premium 2014 Level 2. Courseware 1616-1. For Evauluation Only. MasterTrak Accounting Series Sage 50 Accounting Premium 2014 Level 2 Courseware 1616-1 MasterTrak Accounting Series Sage 50 Premium Accounting 2014 Level 2 Lesson 2: Banking and Credit Cards Lesson Objectives In this lesson, you will

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Myridas Catalogue Based Sales User Guide

Myridas Catalogue Based Sales User Guide Myridas Catalogue Based Sales User Guide Version 12 for Dynamics GP 2013 Document version: 1.0 Date: 31 st March 2013 CONTENTS Contents CONTENTS... 2 CATALOGUE BASED SALES... 4 Item Attributes... 4 Catalogue

More information

MAS 90 MAS 200 Tips, Tricks and Frequently Asked Questions (FAQ s) Prepared by: The Fitzgerald Group August 11, 2004

MAS 90 MAS 200 Tips, Tricks and Frequently Asked Questions (FAQ s) Prepared by: The Fitzgerald Group August 11, 2004 MAS 90 MAS 200 Tips, Tricks and Frequently Asked Questions (FAQ s) Prepared by: The Fitzgerald Group August 11, 2004 This is a compilation of ideas from The Fitzgerald Group staff, from clients and from

More information

Part 2. Contractor s Edition Workshop. By: Penny Lane Crull

Part 2. Contractor s Edition Workshop. By: Penny Lane Crull Part 2 Contractor s Edition Workshop By: Penny Lane Crull There are three options for processing payroll inside of QuickBooks: 1. QuickBooks Do it yourself payroll fixed yearly fee of $199 you are responsible

More information

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password Chapter 27 Personal Training FrontDesk v4.1.25 PT Specific Program Options Empl oyees Contract Templates Personal Training Window in Contract Wizard Contract Manager / Personal Training Information Clear

More information

WHAT YOU OWN HOME INVENTORY SOFTWARE

WHAT YOU OWN HOME INVENTORY SOFTWARE WHAT YOU OWN HOME INVENTORY Version 4.19 Copyright 2013 M- One Studio, LLC www.m-onestudio.com Contents Getting Started... 1 About WHAT YOU OWN HOME INVENTORY SOFTWARE... 1 Download and Install the Software...

More information

Chapter 13: Producing reports

Chapter 13: Producing reports This Chapter covers how to produce the various kinds of report available in BankLink Practice, as well as options common to all reports: Standard report options Cash flow reports Profit and loss reports

More information

Four Ways to Search in QuickBooks to Find What You Need

Four Ways to Search in QuickBooks to Find What You Need Four Ways to Search in QuickBooks to Find What You Need Over time, your QuickBooks company file can grow in size to the point that it becomes difficult to find specific transactions. For instance, let

More information

What s New in Microsoft Dynamics GP 2015 R2. Microsoft Dynamics GP June 2015

What s New in Microsoft Dynamics GP 2015 R2. Microsoft Dynamics GP June 2015 Microsoft Dynamics GP June 2015 What s New in Microsoft Dynamics GP 2015 R2 This document describes enhancments add for the Microsoft Dynamics 2015 R2 release, including where needed, step-by-step instructions

More information

PubMed My NCBI: Saving Searches & Creating Email Alerts

PubMed My NCBI: Saving Searches & Creating Email Alerts PubMed My NCBI: Saving Searches & Creating Email Alerts My NCBI feature of PubMed allows you to: Save and rerun your search strategies Create an automatic e-mail notification of new articles Build a bibliography

More information

How to Consolidate Members

How to Consolidate Members How to Consolidate Members August 2008 (last update) SOS consolidation feature, allows the user, with the right security, to move data from one member to another. Then the original member is deleted. To

More information

Sage Simply Accounting Product Update for Jan 1, 2011

Sage Simply Accounting Product Update for Jan 1, 2011 Sage Simply Accounting Product Update for Jan 1, 2011 Sage Simply Accounting Product Update Install the Correct Product Update... 1 About This Update... 1 When do I install the update?... 1 Where can I

More information

Microsoft Dynamics GP. Analytical Accounting

Microsoft Dynamics GP. Analytical Accounting Microsoft Dynamics GP Analytical Accounting Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Business Management Online

Business Management Online Business Management Online Version: 27102012 http://bmo.my User Guide Version 27102012 page 1 of 93 Table of Contents Summary 1 Business Management Online (BMO)...6 2 Starting BMO Quotation...10 3 Starting

More information

CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE. Getting Started. version 2007.x.x

CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE. Getting Started. version 2007.x.x CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE Getting Started version 2007.x.x TL 20746 (06/09/09) Copyright Information Text copyright 1997 2009 by Thomson Reuters/Tax & Accounting. All rights reserved.

More information

Data Sheet Starter Pack for Sage 200

Data Sheet Starter Pack for Sage 200 Data Sheet Starter Pack for Sage 200. 10 of our most popular addons free of charge Speed up order processing and information retrieval Create new stock items and customers on the fly Improved purchase

More information

Accounts Payable. Highlights

Accounts Payable. Highlights Accounts Payable With Blackbaud s Accounts Payable, paying bills is now easier and more efficient. Make payments any way you want by system-generated or handwritten check, bank draft or electronic funds

More information

Inventory Management Overview Document. for Sage 100 ERP

Inventory Management Overview Document. for Sage 100 ERP Document for Sage 100 ERP 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or

More information

CDC Enterprise Inventory Management System. The Basics

CDC Enterprise Inventory Management System. The Basics CDC Enterprise Inventory Management System The Basics Page 2 of 71 Table of Contents 1 User Manager:... 6 1.1 Create New User:... 7 1.2 User Permissions... 7 1.3 Edit Existing User:... 8 1.4 Register User:...

More information

Microsoft Dynamics GP. Field Service Service Call Management

Microsoft Dynamics GP. Field Service Service Call Management Microsoft Dynamics GP Field Service Service Call Management Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

QuickBooks Credit Card Merchant Service May 18, 2015 revised

QuickBooks Credit Card Merchant Service May 18, 2015 revised May 18, 2015 revised Security Awareness link http://bblearn.missouri.edu Other resources: Signup for Swipe Reader Guidelines for Credit Card Swipe Reader What is the Merchant Service? The Merchant Service

More information

NEWSTAR Training Guide. Banking, Consolidations and Tax Systems

NEWSTAR Training Guide. Banking, Consolidations and Tax Systems NEWSTAR Training Guide Banking, Consolidations and Tax Systems Document A11 / A12 / A19-0.1 November 2005 NEWSTAR Training Guide: Banking, Consolidations and Tax Systems 2005 Constellation HomeBuilder

More information

Monthly Payroll to Finance Reconciliation Report: Access and Instructions

Monthly Payroll to Finance Reconciliation Report: Access and Instructions Monthly Payroll to Finance Reconciliation Report: Access and Instructions VCU Reporting Center... 2 Log in... 2 Open Folder... 3 Other Useful Information: Copying Sheets... 5 Creating Subtotals... 5 Outlining

More information

S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y

S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y C U S T O M E R R E L A T I O N S H I P M A N A G E M E N T O V E R V I E W CRM: Contact

More information

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW GET STARTED WITH INFLOW quick start guide Welcome to the inflow Community! This quick-start guide includes all the important stuff to get you tracking your inventory before you know it! Just follow along

More information

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700 Information Technology MS Access 2007 Users Guide ACCESS 2007 Importing and Exporting Data Files IT Training & Development (818) 677-1700 training@csun.edu TABLE OF CONTENTS Introduction... 1 Import Excel

More information

for Sage 100 ERP Bank Reconciliation Overview Document

for Sage 100 ERP Bank Reconciliation Overview Document for Sage 100 ERP Bank Reconciliation Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Wings 2013 Accounting Lite Manual

Wings 2013 Accounting Lite Manual Wings 2013 Accounting Lite Manual January 2013 Wings Infonet Ltd, Hyderabad, India No part of this manual can be reproduced in any manner whatsoever or translated in any manner without the written permission

More information

CHAPTER 1: END-OF-CHAPTER QUESTIONS

CHAPTER 1: END-OF-CHAPTER QUESTIONS PLEASE NOTE: You do not have permission to share the following information with anyone who is not currently registered for BUS 93 at Chabot College. Such permission must be obtained from the publisher

More information

Marketing to Customers

Marketing to Customers A Digital Cookie site isn t any good without customers! Learn how you can: Enter customer information Send marketing emails On the Digital Cookie dashboard, click the Customers tab.. The Customers page

More information