Yes, through Supplier -> Payments -> Payment Method. Note that for payment by direct deposit you must also enter the bank details under the “Direct deposit” tab.
Continue ReadingI want to pay a Supplier other than the one identified on my posted invoice, is this possible?
Yes, through Suppliers -> Suppliers -> Billing select a new Supplier under the “Pay to” field.
Continue ReadingAm I required to file T5018 slips for my subcontracted work?
You can produce your T5018 as well as your “Contractual payment statements” report automatically. To do this, go to Accounting -> Management Report.
Continue ReadingI would like to customize my financial statements in order to combine accounts?
Do this through Accounting -> Financial Reports. You have the ability to create templates for the balance sheet and income statement. You can then select the desired model when printing or displaying.
Continue ReadingI want to send my financial data to my accounting firm?
To send your financial data, go to Accounting -> Fiscal years and periods and select the desired financial year and reports under “Send accounting data”. The data can be emailed directly or exported to Excel.
Continue ReadingI want to start my new financial year but I am unable to enter any data?
You must start your new financial year through Accounting -> Fiscal years and periods and click on the “Generate” button under “Start next fiscal year”. Note that this procedure does not close the previous year. The previous year closes when you close period twelve.
Continue ReadingHow do I close a period?
To close a period, go to Accounting -> Financial years and period. *** IMPORTANT no manipulation will be possible in a closed period. ***
Continue ReadingIs it possible to display only unreconciled entries during bank reconciliation?
Yes, you need to press the “Hide checked lines” button.
Continue ReadingI want to apply a payment term in my customer or supplier file that does not exist?
You must create a new payment term. To do this, go to Accounting -> Payment terms.
Continue ReadingI want to enter an entry without having the detailed taxes in hand?
You must enter the total amount and press the “Extract taxes” button.
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