How to change the System Date

To change the System Date

• To change the system Date, first of all, you have to choose the Options tab from the menu bar and select Change System Date in the menu.

How to set the Beginning Balances

To set the Beginning Balances

• When you create records for your company by entering Customers, Vendors, Inventory Items, Employees and jobs, each window will have a button for beginning balances at the bottom that opens a beginning balances window.

• For example, when you enter to the Customers window, you can create a new customer ID and click on the icon as shown below.

How to update your Cash Balance of the Payments

To update your Cash Balance of the Payments

• To update your Cash Balance of the Payments, first of all, enter to the Payment dialog box.

• After that click on the icon as shown below.

• And then, the system will calculate the new balance for you.

• It will also update the just-entered transactions.

How to let your company work like the way that you want

To let your company work like the way that you want

• To let your company work like the way you want, first of all, you have to choose the Options tab from the menu bar and select Global in the menu.

• After that click on the radio box which you want to edit.

How to work with Account Reconciliation

To work with Account Reconciliation

• To work with Account Reconciliation, first of all, you have to click on the General Ledge icon and select Account Reconciliation.

• And then select an account to reconcile.

• After that you can change an account to reconcile.

How to work with Account Reconciliation

To work with Account Reconciliation

• To work with Account Reconciliation, first of all, you have to click on the General Ledge icon and select Account Reconciliation.

• And then select an account to reconcile.

• After that you can change an account to reconcile.

How to work with Change Account Period

To work with Change Account Period

• To change the Account Period, you have to select the General Ledger icon and choose Change Account Period as shown below.

• After that you will see this dialog box appeared. Then you can change the date now.

How to hide the title of the Report

To hide the title of the Report

• To hide the title of your report, first of all, you have to double-click on the report and then click on the Hide tab from the menu bar.

• If you want the title to show out again, you can click on the Show tab from the menu bar.

Before

After

How to redo the Calculation in the Report

To redo the Calculation in the Report

• To redo the calculation in the report, first of all, you have to double-click on the report and then click on the Excel tab from the menu bar.

• After that you will see the report has moved into the Excel file as shown as the picture below.

How to change the Filter, Fonts and Fields of the Report

To change the Filter, Fonts and Fields of the Report

• To edit the Filter, Fonts and Fields of the report, first of all, you have to double-click on the report that you want and then click on the Options tab in the menu bar.

• After that you can change the Filter, Fonts and Fields of the report as shown below.

• In the other way, you can click on the Design tab from the menu bar.

• After that you can adjust the Filter, Fields and Fonts straight away as shown as the image below.

How to find the Report of the company

To find the Report of the company

• To find the Report of the company, first of all, you have to choose the Reports tab from the menu bar.

• After that choose the report that you wish to see or print.

• You can choose to view the Report from the Report Area.

How to work with Weekly Time Sheets

To work with Weekly Time Sheets

• To work with Weekly Time Sheets, first of all, you have to choose the Time & Billing icon and select Weekly Time Sheets in the menu as shown below.

• After that you will see this dialog box as shown below appeared.

How to work with Daily Time Tickets

To work with Daily Time Tickets

• To work with Daily Time Tickets, first of all, you have to choose the Time & Billing icon and select Daily Time Tickets in the menu as shown below.

• After that you will see a dialog box as shown below appeared.

How to work with Expense Tickets

To work with Expense Tickets

• To work with Expense tickets, first of all, you have to select the Time & Billing icon and choose Expense Tickets as shown below.

• After that choose Vendor or Employee.

How to work with Financial Manager

To work with Financial Manager

• To work with Financial Manager, you have to choose the Tasks tab from the menu bar and select Collection Manager in the menu.

• After that you will see a dialog box as shown below.

How to work with Payment Manager

To work with Payment Manager

• To work with Payment Manager, you have to choose the Tasks tab from the menu bar and select Payment Manager in the menu.

• After that you can see the Payment Aging as shown below.

How to work with Collection Manager

To work with Collection Manager

• To work with Collection Manager, first of all, you have to choose the Tasks tab from the menu bar and select Collection Manager in the menu.

• Here you can see the Collection Aging.

How to work with Cash Manager

To work with Cash Manager

• To work with Cash Manager, first of all, you have to choose the Tasks tab from the menu bar and select Cash Manager in the menu.

• After that you can see a dialog box as shown below.

• This option helps you to know what you are doing.

Shortcut: Choose the Analysis icon and select Cash Manager as shown below.

How to work with Inventory Adjustments

To work with Inventory Adjustments

• To work with Inventory Adjustments, first of all, you have to choose the Tasks tab from the menu bar and select Inventory Adjustments in the menu.

• After that select the Item ID.

How to work with Payroll Entry

To work with Payroll Entry

• To work with Payroll Entry, first of all, you have to choose the Tasks tab from the menu bar and select Payroll Entry in the menu.

• After that select the Employee ID.

How to work with Payment

To work with Payment

• To work with payment, first of all, you have to choose the Tasks tab from the menu bar and select Payments in the menu.

• After that select the Vendor ID.

How to work with Write Check

To work with Write Check

• First of all, you have to choose Tasks tab from the menu bar and select Write Check in the menu.

• After that select the Vendor ID.

How to work with Purchases or Receive Inventory

To work with Purchases/Receive Inventory

• To work with Purchases/Receive Inventory, first of all, you have to select the Tasks tab from the menu bar and choose Purchases/Receive Inventory in the menu.

• After that select the Vendor ID.

Shortcut: Choose the Purchases icon and select Purchases/Receive Inventory as shown

below.

How to work with Purchase Orders

To work with Purchase Orders

• To work with Purchase orders, first of all, you have to choose the Tasks tab from the menu bar and select Purchase Orders in the menu.

• After that select the Vendor ID that you want.

Shortcut: Choose the Purchases icon and select Purchase Orders.

How to work with Receipt

To work with Receipt

• To work with receipt, first of all you have to choose the Tasks tab form the menu bar and select Receipt.

• You can choose whether you want the receipt to be given to customers or vendors.

Shortcut: Choose the Sales icon and select Receipt as shown below.

How to work with Sales or Invoicing

To work with Sales/Invoicing

• To work with Sales/Invoicing, first of all you have to choose the Tasks tab form the menu bar and select Sales/Invoicing in the menu.

• Select a Customer ID.

Shortcut: Choose the Sales icon and select Sales/Invoicing as shown below.

How to save the Sales Orders

To save the Sales Orders

• To set up the Sales Orders/Quotes, first of all you have to choose the Tasks tab form the menu bar and select Quotes/Sales Orders in the menu.

• You can set up the new sales orders by a new customer.

• You can also click on the drop down box to select the old customer.

Shortcut: Choose the Sales icon and select Sales Quotes as shown below.

How to check the Chart of Accounts

To check the Chart of Accounts

• To check the Chart of Accounts, first of all, you have to choose the Maintain tab from the menu bar and select Chart of Accounts&ldots;

• After that select the Account ID.

Shortcut: Choose the General Ledger icon and select Chart of Accounts as shown

below.

How to check the Item Prices

To check the Item Prices

• To check the Item Prices, you have to select the Maintain tab from the menu bar and select Item Prices&ldots;in the menu.

Shortcut: Choose the Inventory icon and select Item Prices as below.

How to set up the Inventory Item

To set up the Inventory Item

• To set up the Inventory Item, first of all, you have to choose the Maintain tab from the menu bar and select Inventory Items&ldots; in the menu.

• You can save New Items by clicking New button and fill in the information.

• You can also check the items by clicking the Items ID.

Shortcut: Choose the Purchases icon and select Inventory Items as shown below. If not, you can choose the Inventory icon and select Inventory Items.

How to work with EmployER Fields in the Maintain Employees or Sales Reps window

To work with EmployER Fields in the Maintain Employees or Sales Reps window

• EmployER Fields allows you to adjust the fields for employees who are an exception to your normal deductions, which are set up in Maintain Employee Defaults.

How to work with EmployEE Fields

To work with EmployEE Fields

• EmployEE Fields allows you to check the deduction that is appropriate for the employees.

How to work with Pay Info in the Maintain Employees or Sales Reps window

To work with Pay Info in the Maintain Employees or Sales Reps window

• Pay Info allows you to check the pay types that are appropriate to an employee and fill in the hourly rate or salary amount for each selected type of pay.

How to work with Custom Fields in the Maintain Employees or Sales Reps window

To work with Custom Fields in the Maintain Employees/Sales Reps window

• Custom Fields allows you to save the additional information of the employees.

• It can be used to print on reports and Payroll Checks.

How to store the information about the Employees

To store the information about the Employees

• To store the information about the Employees, first of all, you have to choose the Maintain tab from the menu bar and select Employees/Sales Reps&ldots; in the menu.

• After that you will see the Maintain Employees/Sales Reps dialog box a shown as the image below.

• Click on the General tab and fill in the basic information about the employees and then click on the Save button.

• You can also click on the Payroll Graphic Navigator Aids at the bottom and select Employees as the picture shown.