End of Year Tax Letters EZ-CARE2
|
|
- Louisa Russell
- 5 years ago
- Views:
Transcription
1 End of Year Tax Letters SofterWare, Inc. Version 7.0
2 Table of Contents Table of Contents Introduction...3 Setting up the Year to Date (YTD) Calculation Printing the Year-To-Date Payment Summary Report...6 Printing or ing Invoices Listing all Account Transactions for the Year...8 Printing or ing Invoices with a YTD Payment Field...8 Printing or ing Insta-Merge Letters with YTD Payment Info...8 Version 7.0 Page 2
3 Introduction Introduction Many centers send parents a letter during the month of January that shows all of their payments from the previous tax year. While not always required by the I.R.S., such a letter is a convenience to the parents during tax preparation time for tracing approved child care expenses. To help with this, has a number of ways of printing or ing letters, invoices or reports with the total payments from the previous tax year. The process is as follows: 1. Set up the Accumulate YTD Payments feature in Office Administration. This allows to calculate a running total of all payments in the year for each parent. 2. Communicate the YTD payment info to parents in one of the following ways: Print out the Year-To-Date Payment Summary report and send it to parents. This report supplies a detailed list of payments. Print or an invoice listing all account transactions for the year. Add the YTD Payment field to your invoices with our optional Custom Report Writer module and print or an invoice listing the YTD Payment total. Print or a personalized Insta-Merge letter that includes the YTD Payment field. Version 7.0 Page 3
4 Setting up the Year to Date (YTD) Calculation Setting up the Year to Date (YTD) Calculation The Accumulate YTD Payments screen allows you to calculate the sum total of all Year-to- Date payments and store that total in a field in the database. This total is displayed and updated automatically on the Ledger tab. To accumulate YTD payments 1. Open Office Administration, Chapter 4 (Accounts Receivable Setup), and select Accumulate YTD Payments. The Accumulate YTD Payments dialog box appears. 2. Select the cabinet you want to set up YTD payments for, and click the Select button. The Accumulate YTD Payments screen appears. 3. In the Include Ledger Entries section, enter a From Date and To Date to define the range of transactions for the appropriate year (for example, 1/1/2010 and 12/31/2010). 4. In the Include Categories section, select the Show Payment Categories Only check box to see only the payment categories in your system. If you don t select this check box, you ll see all of your A/R categories. 5. Select the categories you want to include in the YTD Payments total. Transactions within these categories will be included in the YTD Payments total. Note: Not all payments are necessarily IRS-approved child care deductions. Payments for things like clothing, books and overdraft fees may need to be excluded. Version 7.0 Page 4
5 Setting up the Year to Date (YTD) Calculation 6. Click on OK to save your changes and close the present dialog box. Click on Cancel to close the dialog box and return to the previous screen WITHOUT saving any changes. When you click on the OK button, the YTD Payments total will be updated to reflect these settings. This might take some time to complete for all ledgers in the cabinet. Version 7.0 Page 5
6 Once you have set up the Accumulate YTD Payments feature, so that is calculating the year-to-date total payments for each parent, you need to send that information to the parents in one of the following ways: Printing the Year To Date Payment Summary Report Printing or ing invoices containing the YTD Payment field. Printing or ing Insta-Merge letters containing YTD Payment information Printing the Year-To-Date Payment Summary Report The Year-To-Date Payment Summary report provides parents or other payers a listing of all their charges, credits and payments for the year or another time range you specify. Predefined options allow you to break down the totals by child if you wish. You can also print a message to include on each family s summary. To print the Year to Date Payment Summary report 1. From the A/R menu, select A/R Reports. 2. In the Report Library, select the Cabinet you want to draw data from. 3. Select the Year-To-Date Payment Summary Report from the Report List. 4. Click the Print button. The Report Options screen appears: Version 7.0 Page 6
7 5. Under Include Ledgers, select the ledgers you want to include in the report. 6. Under Ledgers, you can select All to print records from all accounts, or select One to print records from only one account. Select the account from the list below. 7. Under Transaction Dates, enter a Start and End date for the transactions you want to include in the report. 8. Under Report Layout, select one of the following options: Detail: Prints out a record of each payment transaction, along with a total for the specified time period. Summary: prints out only the total for each family over the specified time period. 9. If desired, you can enter a Message to Print in the field provided. This message will appear for every family in the report. 10. If you do not want to send reports to every family in your system, you will need to set up a Selection that selects only those families you want to send the report to, and select that Selection in the standard options for the report. See Setting Standard Report Options in the User Manual for more information. 11. To print the report: a. Make sure that in the standard options for the report, Send To is set to Printer. b. Click the Print button. Version 7.0 Page 7
8 c. Select the printer you want to send the report to and click the OK button. You will be returned to the Print Options screen. d. Click the Done button to return to the Report Library screen. If you changed the settings for the report, you will be prompted to save the report along with its settings under a new name. Note: The Year-To-Date Payment Summary Repo rt cannot be ed out to families from within at present. You can print each family s report to a PDF file, however. This would allow you to send the family an message through your regular program, and include the PDF as an attachment. Printing or ing Invoices Listing all Account Transactions for the Year You can generate an invoice that lists all account transactions for a given year by selecting the 1/1/YYYY to 12/31/YYYY date range in the Invoice report options. For details on printing or ing invoices, see Sending Out Invoices in the Using the Accounts Receivable Module chapter of the User Manual. Printing or ing Invoices with a YTD Payment Field It is possible to send out customized invoices that contain the YTD Payment field. This requires you to first set up a customized invoice, then edit it with the Custom Report Designer to add the YTD Payment field, and finally send out the resulting invoice to parents and other payers. For details on setting up a customized invoice, see Printing Customized Invoices in the Using the Accounts Receivable Module chapter of the EZ- CARE2 User Manual. For details on how to edit the invoice report to add the YTD Payment field, see the Editing Reports with the Custom Report Designer section of the Custom Report Writer Guide. For details on printing or ing invoices, see Sending Out Invoices in the Using the Accounts Receivable Module chapter of the User Manual. Printing or ing Insta-Merge Letters with YTD Payment Info Insta-Merge allows you to generate a mail merge document from any record using Microsoft Word. You can use this feature to send out letters and s that contain the YTD Payment information that is calculated by. To do this, you must carry out the following steps: Version 7.0 Page 8
9 1. Create a Merge Template for Insta-Merge that contains the YTD Payment information. 2. Edit your letter in Microsoft Word, making sure that you include the YTD Payments field. 3. Print or the letter for all of your parents and payers using the Select-A- Merge feature. For details on these steps, see Insta-Merge Module in the Optional Modules chapter of the User Manual. Version 7.0 Page 9
Invoice QuickStart Guide
Invoice QuickStart Guide Table of Contents Working with Payment Requests Manually Creating a Payment Request from an Existing Vendor Creating a Recurring Payment Request Adding Distributions to a Payment
More informationOnline Registration Manage Events Instructions for Group Leaders
This document is to provide you with some additional information about features within our Online Registration System designed specifically for Group Leaders to help you manage all of the various registration
More informationGetting Started with Serialized
Getting Started with Serialized Updated August 2016 Contents Introduction...3 Adding Serial Records...3 Adding the Serial Customer...3 Adding Serialized Departments...5 Adding Serialized Items...5 Marking
More informationHOW TO DIRECTLY A VAT INVOICE FROM HART PMS
HOW TO DIRECTLY EMAIL A VAT INVOICE FROM HART PMS In order for you to directly email VAT Invoices from HART PMS, without having to previously print them out, you first need to make some necessary setup
More informationRelease Please distribute to all Spectra users in your company.
Release 8.2.0.2 JANUARY 2019 Please distribute to all Spectra users in your company. Support Email: support@spectra.ca Visit us online at: www.spectra.ca Support Telephone: (866) 718-2345 Support Fax:
More informationRECEIVING Fast 9.1 Purchasing Services. Purchasing Services RECEIVING TABLE OF CONTENTS. OVERVIEW Page 2. CREATE A RECEIPT Page 3
FAST FINANCIALS 9.1 Purchasing Services RECEIVING TABLE OF CONTENTS OVERVIEW Page 2 CREATE A RECEIPT Page 3 PRINT THE RECEIPT Page 6 MODIFY A RECEIPT Page 9 INCREASE/ DECREASE Page 9 CANCEL RECEIPT LINE
More informationTraining Guide. Fees and Invoicing. April 2011
Training Guide Fees and Invoicing April 2011 *These accreditations belong to Avelo FS Limited **This accreditation belongs to Avelo FS Limited and Avelo Portal Limited Adviser Office Workbooks Designed
More informationTable of Contents. Enhancements provided at no additional charge as part of your annual support program
Table of Contents The EZ-CARE2 Makeover (page 2) Accounts Receivable (page 3) Audit (page 4) Backup & Restore (page 4) Data Entry (page 4) Email (page 5) EZ-Viewer (page 5) Reports (page 6) Staff (page
More informationDATA MINING EXAMPLES UltraTax CS
DATA MINING EXAMPLES UltraTax CS Overview... 1 Creating a birthday report... 1 Designing a custom report... 2 Performing a search... 4 Generating mailing labels... 6 Creating an invoice information report...
More informationAmerican Data Group Inc. Calendar Year End. Help Document
American Data Group Inc. Calendar Year End Help Document Table of Contents System Administration...3 Payroll...4 Accounts Payable/Purchasing...7 Accounts Receivables...8 General Ledger...9 System Administration
More informationNexsure Training Manual - Accounting. Chapter 7
Nexsure Training Manual - Accounting Vendor Entries In This Chapter Vendor Entries at the Organization and Territory Level Vendor Entity Definition Disbursements to Vendors Line Item Distribution Receiving
More informationAWWA-IA Member Company Registrations by a Key Contact
AWWA-IA Member Company Registrations by a Key Contact Registration/Calendar Page: Must Log in with your Username & Password (Please contact the AWWA-IA office if you are a key contact for this company
More informationJobs Section. Unmatched Contact and Ship to Address. List Unmatched Contacts and Ship to Addresses
Printer s Plan 2015 What s & Improved 1 Jobs Jobs Section Unmatched Contact and Ship to Address If there is a conflict between the customer of the job and the customer of ship to or buyer or if the ship
More informationHow to Run Reports in Version 12
How to Run Reports in Version 12 Reports are grouped by functional area Owner, Property, Tenant, Vendor, GL (Financial), Budget, etc. Each grouping has a report selection screen that includes a variety
More informationEZ Parent Center Directions Parent Sign Up and Purchase Preordering
EZ Parent Center Directions Parent Sign Up and Purchase Preordering Parents should contact your school (or caterer) when any type of support is needed. You can use the following link https://www.ezparentcenter.com/site/ezparentcenter_contact.aspx
More informationLINKS MODULAR SOLUTIONS PAY.LINK MANUAL
LINKS MODULAR SOLUTIONS PAY.LINK MANUAL Links Modular Solutions Pty Ltd July 2009 Table of Contents Welcome to pay.link... 5 Overview... 6 Payments... 7 Clarification of Terms... 8 Run Status... 8 Transaction
More information6. Vendor Maintenance
6. Vendor Maintenance Table of Contents Vendor Maintenance... 2 Direct Pay Info... 7 History... 8 Accounts... 10 Del Move... 11 Click on 6. Vendor Maintenance from the Main Menu and the following window
More informationCOLLECTIONS MANAGEMENT. Microsoft Dynamics GP 2015 Version
COLLECTIONS MANAGEMENT Microsoft Dynamics GP 2015 Version 2016.1 August, 2016 CONTENTS CHAPTER 1: INTRODUCTION TO COLLECTIONS MANAGEMENT... 5 COLLECTIONS MANAGEMENT... 5 FEATURES AND BENEFITS... 5 CHAPTER
More informationClient-Account Receivable
Nexsure Training Manual - Accounting Client-Account Receivable In This Chapter Client Accounts Receivable Entity Definition Receive Payments from Clients Relating to Policies Allocation of Payment Leave
More informationEZ Parent Center Directions First Time Parent Sign Up with Meal Preordering + Required Payment
EZ Parent Center Directions First Time Parent Sign Up with Meal Preordering + Required Payment Below are the instructions for parents to create an account and request access to one or multiple students.
More informationWhen you first login to CountAbout you will be on the Transactions tab (Figure 1). This is where you will spend most of your time on the website.
Table of Contents Overview... Page 1 ACCOUNTS (Add, Edit, Delete, Hide)... Page 2 CATEGORIES (Add, Edit, Delete, Hide)... Page 4 Transactions tab... Page 6 Widgets... Page 8 Budgets tab... Page 10 Reports
More informationPage Topic 02 Log In to KidKare 02 Using the Navigation Menu 02 Change the Language
Page Topic 02 Log In to KidKare 02 Using the Navigation Menu 02 Change the Language help.kidkare.com 03 Enroll a Child 03 Withdraw a Child 03 View Pending and Withdrawn Children 04 View Kids by Enrollment
More informationDirect Debit Overview Payments Clarification of Terms Features Rejections Contact Methods & Filters...
Table of Contents Direct Debit Overview... 2 Payments... 4 Clarification of Terms... 4 Features... 6 Rejections... 8 Contact Methods & Filters... 8 Contact Status... 9 Printing Letters... 9 Viewing the
More informationPosting Orders to History
X.1 Posting Orders to History About Posting After you have shipped a job and printed an invoice for it, you no longer need the Order in your Orders list. It must be filed away to History so you can refer
More informationContents. 1. How to Log into your AdminOnline System Forgotten your Password Changing your Password... 7
Manual June 2017 Contents 1. How to Log into your AdminOnline System... 4 2. Forgotten your Password... 6 3. Changing your Password... 7 4. Online Registration Form... 8 5. Accounting... 9 5.1 How to Invoice
More informationPosting Deposits on Furniture Orders
Posting Deposits on Furniture Orders Updated April 2016 Contents Introduction...3 Understanding Prepay and A/R Deposits...3 Setting Up General Ledger Deposit Accounts...3 Entering the New G/L Accounts
More information1. Access the Journal Entry Form via University Forms and Documents.
Creating and Submitting a Journal Entry Purpose: Journal Entries may be completed to make corrections to posted expenses to include payroll, p-card, expense reports, purchase requisitions, and local funding
More informationCSV file Layout for VAT Annex Details
CSV file Layout for VAT Annex Details MNS VT03 V1.0 VAT Payer Tan Payer Tax Account VAT No. of person to whom supplies is of buyer of buyer VAT Payer Business (BRN) Payer Business Name of person to whom
More information1099M Processing - Let Skyward Print Your 1099Ms Manual
1099M Processing - Let Skyward Print Your 1099Ms Manual Terminology Configurations Setup Processing Step 1 Enter/Verify Payer Setup Parameters Step 2 Create/Modify/Report 1099M Work file Step 2 Part 1
More information2016 Autosoft, Inc. All rights reserved.
Copyright 2016 Autosoft, Inc. All rights reserved. The information in this document is subject to change without notice. No part of this document may be reproduced, stored in a retrieval system, or transmitted
More informationStatement Formatting Guide
Tabs3 Billing PracticeMaster General Ledger Accounts Payable Trust Accounting TA BS3.COM Tabs3 Billing Statement Formatting Guide Copyright 2013-2018 Software Technology, LLC 1621 Cushman Drive Lincoln,
More informationGuide Pagero Invoice Portal Create and send invoices
Guide Pagero Invoice Portal Create and send invoices 1. Log in to your Pagero Online account. 2. Click Create invoice 3. Choose the recipient you wish to send a document to, and the type of invoice you
More informationUser Guide Regions Association Image Lockbox Online
User Guide Regions Association Image Lockbox Online 2012 Regions Bank. Regions Lockbox Services subject to product terms and conditions. Rev. 111312 Association Image Lockbox User Guide Association Image
More informationOnline Tax Filing Service User Guide
Online Tax Filing Service User Guide Table of Contents Logging On As A User 3 Main Menu 4 Add Payment Type 5 Making a Payment 7 Single User ID Set Up (i.e. no additional approval required) 7 Multiple User
More informationFinancial Reporting Using Microsoft Excel. Presented By: Jim Lee
Financial Reporting Using Microsoft Excel Presented By: Jim Lee Table of Contents Financial Reporting Overview... 4 Reporting Periods... 4 Microsoft Excel... 4 SedonaOffice General Ledger Structure...
More informationCIT Enterprise Edition Setup Guide FOR TAX YEAR 2016
CIT Enterprise Edition Setup Guide FOR TAX YEAR 2016 Thank you for choosing TaxAct CIT Enterprise Edition. We look forward to helping make this your best tax season ever! Remember, TaxAct s dedicated Professional
More informationYear End 2014: AP 1099 Processing
Year End 2014: AP 1099 Processing Viewpoint, Viewpoint Construction Software, Viewpoint Vista Software, Vista by Viewpoint, ProContractor by Viewpoint, Construction Imaging, Mobile Field Manager, 4Projects,
More informationPart 2: How to convert QuickBooks Desktop data to QuickBooks Online. The Accountant s Guide to Moving Clients Online
The Accountant s Guide to Moving Clients Online Part 2: How to convert QuickBooks Desktop data to QuickBooks Online Confidently complete the migration process with these practical, step-by-step visual
More informationUsing the AVImark QuickBooks Interface
June 24, 2013 AVImark Software Support Address: 5 Sugar Creek Road Piedmont, MO 63957 Support Phone: 877.838.9273 Support Fax: 573.223.4306 Corporate Phone: 855.838.7638 Corporate Fax: 573.223.3551 Using
More informationCREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM
CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM HOW TO PAY AN INVOICE 1 CREATING A PAYMENT REQUEST Click on the Invoice tab at the top of your My Concur homepage This will bring you to the invoice module
More informationMachine and Contract Setup
Machine and Contract Setup Updated July 2016 Contents About Machine and Contract Setup...3 Machine Detail...3 Machine Depreciation...4 Creating Database Records...5 Printing the Depreciation Report...5
More information2017 Autosoft, Inc. All rights reserved.
Revised 01/2017 Copyright 2017 Autosoft, Inc. All rights reserved. The information in this document is subject to change without notice. No part of this document may be reproduced, stored in a retrieval
More informationInstalling the application involves several steps. Note that you must install QuickBooks on your computer prior to installing this application.
CCRQLABEL OVERVIEW This is an overview (summary) of the CCRQLabel 4.x label printing product. Full documentation is under development INSTALLING CCRQLABEL This document provides a quick review of how to
More informationVendor 1099 Forms Runbook
i Table Of Contents Table Of Contents 1099 FORMS PROCEDURE ----------------------------------------------------------------------------- 1 1099 PARAMETER MAINTENANCE---------------------------------------------------------------------
More informationE-invoice. Service Description
E-invoice Service Description January 2017 Contents General description... 2 Benefits of the e-invoice... 2 Message descriptions... 2 E-invoice addresses... 3 E-invoice to file transfer... 3 Adoption of
More informationNorthStar Club Management System
NorthStar Club Management System The Version 3.2.0 GL- 03252008 March 25, 2008 CONTENTS OVERVIEW OF THE GL (GENERAL LEDGER) MODULE... 5 ACCESSING THE GL MODULE... 6 GL INTRODUCTION:... 8 Inquiry... 8 Admin...
More informationStudio Designer Basic
Studio Designer Pricing Studio Designer Basic Studio Designer Professional $35 / User / Month $45 / User / Month Feature Basic Professional Address Client and Vendor Address Maintenance X X Client and
More informationSliding PayPal Shopping Cart 2 DMXzone
Table of contents Table of contents... 1 About Sliding PayPal Shopping Cart 2... 2 Features in Detail... 3 The Basics: Use Sliding PayPal Shopping Cart 2 on your Page... 21 Advanced: Different Options
More informationSage One Accountant Edition. User Guide. Professional user guide for Sage One and Sage One Accountant Edition. Banking. Invoicing. Expenses.
Banking Invoicing Professional user guide for and Canadian Table of contents 2 2 5 Banking 8 Invoicing 15 21 22 24 34 35 36 37 39 Overview 39 clients 39 Accessing client books 46 Dashboard overview 48
More informationUser's Guide. Alpha Five Accounting. Accounting Made Easy. Version 3.0. Copyright BetaSoft LLC - All Rights Reserved
User's Guide Alpha Five Accounting Copyright 1995-2002 BetaSoft LLC - All Rights Reserved Accounting Made Easy Version 3.0 Alpha Five is a trademark of Alpha Software Corp. i ii Table of Contents INTRODUCTION...1
More informationFund Accounting Vendor 1099 Forms Runbook
Fund Accounting Vendor 1099 Forms Runbook Version 9 April 2010 The material in this runbook is proprietary to Northern Data Systems, Inc. and cannot be reproduced without its permission. Table Of Contents
More informationPRINTER S PLAN New Features and Improvements
Addendum to User s Guide 2003.51 1 PRINTER S PLAN 2003.51 New Features and Improvements New Data Entry and Pricing Options Defaults / Options / Data Entry: There are three new options for updating the
More informationSponsor User s Guide
Sponsor User s Guide Contents Chapter 1: Getting Started Overview 2 Logging on and off 6 Time Clock/Attendance 6 Online Account Management 8 Changing passwords and Sign-in/out codes 2 Changing your password
More informationRDS ADVANTAGE FAST CHECK TUTORIAL
RDS ADVANTAGE FAST CHECK TUTORIAL Complementing the original RDS Advantage check payment process is the abbreviated payment entry program, Fast Check. This easily mastered, no frills approach enables even
More informationSupplier Enablement Quick Reference Guide (QRG) October 2017
Supplier Enablement Quick Reference Guide (QRG) October 2017 1 Coupa Supplier Enablement Overview Coupa - Is a reimagining of the tools and technology we use to engage our suppliers from sourcing all the
More informationOnline Banking for Business ACCOUNT INFORMATION & TRANSFERS USER GUIDE
Online Banking for Business ACCOUNT INFORMATION & TRANSFERS USER GUIDE Contents Contents... 2 Online Banking for Business Getting Started... 4 supported browsers... 5 Minimum system requirements... 5 Account
More informationAnalysis/Intelligence: Data Model - Configuration
Analysis/Intelligence: Data Model - Configuration User Guide Table of Contents Data Model - Configuration... 1 Section 1: Folder Expense Types & Categories, Payment Types... 1 Expense Types & Categories,
More informationCode Enforcement and the Inspection App
Code Enforcement and the Inspection App Inspector Maintenance Adding an Inspector.. 2 Linking an Inspector to the App....3 Ordinance Maintenance Adding an Ordinance...4 Setting a Compliance Date & Linking
More informationT.H.O. Software Solutions Software solutions for non-profit organizations
ORION Year End Processing 1 of 30 The changes in the Employee FICA rate will be included in this update. NO CHANGES are required to the FICA rate field in the Agency record. -----------------------------------------------------------------------------------
More informationCREATING A PAYMENT REQUEST USING A GRANT ACCOUNT-5 LEDGERS ONLY
CREATING A PAYMENT REQUEST USING A GRANT ACCOUNT-5 LEDGERS ONLY I. Creating a payment request using a grant account without exception expense type II. Creating a payment request using a grant account with
More informationCREATING A PAYMENT REQUEST FOR A NEW VENDOR
CREATING A PAYMENT REQUEST FOR A NEW VENDOR HOW TO PAY AN INVOICE FOR A NEW VENDOR 1 CREATING A PAYMENT REQUEST Click on the Invoice tab at the top of your 'My Concur' homepage This brings you to the invoice
More informationMichigan Tech University Banner Finance Self-Service User Guide. Revised 1/11/17
Michigan Tech University Banner Finance Self-Service User Guide Revised 1/11/17 TABLE OF CONTENTS Chart Terminology... 3 MTU Fiscal Year... 3 Web Resource Banner and Reporting... 3 Reports Listing your
More informationuser guide IDI Visit 866myezpay.com Simply Call 866-MY-EZPAY EZpay User Guide
Visit 866myezpay.com Simply Call 866-MY-EZPAY EZpay User Guide table of contents Welcome....3 Before You Get Online Setting Up an Account....4 Registering Opening an Account for Your Student(s)....5 Adding
More informationFinancial Management 1099 Processing Year-End Update Guide
Financial Management 1099 Processing - 2016 Year-End Update Guide December 20, 2016 2016 Tyler Technologies. All Rights Reserved. All rights reserved. Information within this document is the sole property
More information1. Introduction The Customer screen allows you to add new customers and view or change details about an existing customer.
Alarm Manager Help Sheet Revised 14 th July 2011 Customers 1. Introduction The Customer screen allows you to add new customers and view or change details about an existing customer. Click on the Customers
More informationEZ2-Import Guide EZ-CARE2
EZ2-Import Guide EZ-CARE2 SofterWare, Inc. EZ-CARE2 Version 7 Table of Contents Table of Contents EZ2-Import Overview...3 Ordering and Activating the EZ2-Import Module...3 Workflow...3 Preparing the Import
More informationBilling Adjustments Guide
Billing Adjustments Guide Tabs3 Software Billing Adjustments Guide Copyright 2013-2015 Software Technology, Inc. 1621 Cushman Drive Lincoln, NE 68512 (402) 423-1440 Tabs3.com Tabs3, PracticeMaster, and
More informationFinancials Module: General Ledger
The Priority Enterprise Management System Financials Module: General Ledger Contents Introduction... 2 Chart of Accounts... 2 Entry Journal... 4 Reconciliations... 7 Financial Statements... 9 Cash Flow...
More informationACTIVE Net Insights Interactive reports. (v5.4)
ACTIVE Net Insights Interactive reports (v5.4) Version Date 5.4 January 23, 2018 5.3 November 28, 2017 5.2 October 24, 2017 5.1 September 26, 2017 ACTIVE Network, LLC 2017 Active Network, LLC, and/or its
More informationTable of Contents. New PayPal Integration PayPal Integration Notify the customer via Printer s Plan Notify the customer via Paypal Receiving Payments
Printer s Plan 2019 What s New and Improved Page 1 Table of Contents Page New PayPal Integration PayPal Integration Notify the customer via Printer s Plan Notify the customer via Paypal Receiving Payments
More informationCOLLECTIONS MANAGEMENT
fde COLLECTIONS MANAGEMENT Microsoft Dynamics GP2015, GP2016, GP2018 Version 18.1 Feb 1, 2018 CONTENTS CHAPTER 1: INTRODUCTION TO COLLECTIONS MANAGEMENT... 5 COLLECTIONS MANAGEMENT... 5 FEATURES AND BENEFITS...
More informationAccounts Receivable WalkThrough
PRACTICE CS Accounts Receivable WalkThrough Version 2014.x.x TL 30465 9/8/16 Copyright Information Text copyright 2004-2016 by Thomson Reuters. All rights reserved. Video display images copyright 2004-2016
More informationMYOB EXO ACCOUNTANT S ASSISTANT
MYOB EXO ACCOUNTANT S ASSISTANT User Guide EXO BUSINESS M YO B ENT ERPRI S E S O L U T I O N S Important Notices This material is copyright. It is intended only for MYOB Enterprise Solutions Business Partners
More informationACE Write-Up to Creative Solutions Accounting Conversion Guide
ACE Write-Up to Creative Solutions Accounting Conversion Guide The ACE-CSA Conversion Wizard is provided to convert your client data from ACE Write-Up Version 4.xx and above into the Write-Up Solution
More informationSCYR Individual Registration
SCYR Individual Registration For Parents/Guardians and Club Administrators 2014-2015 Table of Contents INTRODUCTION 3 ACCOUNT SETUP 3 LOGIN TYPE 3 FIRST TIME USER 4 LOGON AFTER CREATING ACCOUNT 5 PASSWORD
More informationCaterease Introduction Using the Event Wizard Accessing the Event Wizard Adding a Second Sub-Event Generating the Contract (or Other Print)
Table of Contents Caterease Introduction... 2 Ribbon Tabs... 2 Navigation Pane (Sidebar)... 3 Frequently Used Buttons... 4 Event Manager: Using the Event Display... 7 Event Manager: Using the Sub-Event
More informationShopping Cart: Queries, Personalizations, Filters, and Settings
Shopping Cart: Queries, Personalizations, Filters, and Settings on the Shopping Cart Home Page Use this Job Aid to: Learn how to organize the Shopping Cart home page so that it is easier to use. BEFORE
More informationPRACTICE MANAGEMENT SYSTEMS
PRACTICE MANAGEMENT SYSTEMS P.O. Box 102 Ivanhoe, Victoria, 3079 T: 1300 784 908 F: 1300 784 906 www.ppmp.com.au Pag 1 of 124 Table of Contents PROGRAM SETUP WIZARD... 4 INSTALLATION & ACTIVATION OF HICAPS...
More informationPage 1 of 10 Title: Patch 9D Run User-Defined Report Reload Print Report: Info Sheet Report 10/08/2012 16:43:58 Query: Info Sheet Patch 9D Count: 56 Select: Choose Selection Set Transition CR ID Module
More informationWord 2007 Mail Merge
Word 2007 Mail Merge Mail Merge is the production of multiple documents from a single template form and a structured data source. This helps to create personalized letters and pre-addressed envelopes or
More informationCLOUDPM GM FUNCTIONS. Multi-Systems Inc. December 12, 2012 Page 1 of 7
Multi-Systems Inc. December 12, 2012 Page 1 of 7 Table of Contents Accounting... 3 Rooms and Rates... 5 Rooms... 5 Property Settings... 6 Misc. Codes... 6 Security and Permissions... 7 Phone Extensions...
More information2014 Alabama State Amend Instructions for Online Users:
2014 Alabama State Amend Instructions for Online Users: NOTE: You cannot use the 2014 TurboTax Online product to amend your 2014 Alabama tax return. Follow these instructions to download the 2014 TurboTax
More informationProfessional Editions Setup Guide
Professional Editions Setup Guide FOR TAX YEAR 2016 V 2 Thank you for choosing TaxAct Professional Editions. We look forward to helping make this your best tax season ever! Remember, TaxAct s dedicated
More informationMcDonald s Electronic Invoicing
McDonald s Electronic Invoicing Web Form User Guide For Australian and New Zealand Suppliers Jan 2018 All proposals, reports, drawings, specifications, data, information or other material, whether accompanying
More informationMail Merge. To Use Mail Merge: Selecting Step by Step Mail Merge Wizard. Step 1:
Mail Merge When you are performing a Mail Merge, you will need a Word document (you can start with an existing one or create a new one), and a recipient list, which is typically an Excel workbook. Watch
More informationInternet Banking. Member User Guide
Internet Banking Member User Guide Table of Contents 1. Introduction... 4 2. Getting Started... 5 2.1 Register... 5 2.2 Login... 5 2.3 Alerts... 7 2.4 Conditions of Use... 8 2.5 Accounts & Balances...
More informationSappi Ariba Network. Summit Guided Session: Account Configuration
Sappi Ariba Network Summit Guided Session: Account Configuration 1 Manage invitation letter + 2 Landing Page Sappi 2 1 1 Open the Invitation Letter that you received at your email address from ordersender-prod@ansmtp.ariba.com
More informationApproved Association Invoices
Approved Association Invoices Approved Association Invoices 1 Invoices 2 New Membership Dues Form 3 Invoice and Payment Form 5 Renewal Dues Form 9 Renewal Dues Batch Form 11 Event Registration Form 14
More informationAbout Geocloud.work. Per-hour payment model eliminates the need for purchasing the software licenses, annual support fees and software updates.
About Geocloud.work Geoсloud.work is a Software-as-a-Service (SaaS) and Data-as-a-Service (DaaS) worldwide cloud-based platform, which enables working with existing geospatial desktop software and data
More informationBrandon s Cabinet Shop
Brandon s Cabinet Shop Module 1 Transactions For June 3-9 Page 1 Begin Brandon s Cabinet Shop Record the transactions When you have: (1) carefully read the Introduction, (2) a good understanding of the
More informationTable of Contents Getting Started: Login... 3 Home Page & Basic Navigation... 4 Messaging... 5 Visits My Medical Record...
Table of Contents Getting Started: Login... 3 Home Page & Basic Navigation... 4 Messaging... 5 Read Messages (Inbox)... 5 Delete Messages... 5 Get Medical Advice... 6 Letters... 7 Request Rx Refill...
More informationEZ Parent Center Directions Parent Sign Up and Meal Preordering
EZ Parent Center Directions Parent Sign Up and Meal Preordering Sign Up for Returning Parents Who Used EZ School Lunch POS the Previous Year (All others scroll down to New Parent Sign Up) Parents should
More informationWelcome to dayz Fashion Business to Business.
Welcome to dayz Fashion Business to Business. To enter our B2B webshop, please visit www.business.dayz.nl (make sure you use this link for B2B entry at all times, do not register or login at www.dayz.nl,
More informationCustomer Portal Step-by-Step: Create your MyActon Customer Portal Account
How do I create a Customer Portal account? If you don t have a Customer Portal account, you can create one in a few steps: 1. Go to http://portal.actonmobile.com. Note: You can also access the portal by
More informationDisassembly of the CertiflexDimension software is also expressly prohibited.
All content included in CertiflexDimension programs, manuals and materials generated by the programs are the property of The Versatile Group Inc. (TVG) and are protected by United States and International
More informationCOLLECTIONS MANAGEMENT
fde COLLECTIONS MANAGEMENT Microsoft Dynamics GP2015, GP2016, GP2018 Version 18.4 November 2018 CONTENTS CHAPTER 1: INTRODUCTION TO COLLECTIONS MANAGEMENT...5 COLLECTIONS MANAGEMENT... 5 FEATURES AND BENEFITS...
More informationONLINE REGISTRATION SYSTEM UPDATE INSTRUCTIONS
ONLINE REGISTRATION SYSTEM UPDATE INSTRUCTIONS August, 2010 This instruction manual has been produced by the ACT Little Athletics Association based on the Little Athletics Association of NSW Inc. instruction
More informationv1.0 Rentec Direct Sync with Quickbooks User Manual
Rentec Direct Sync with Quickbooks User Manual v1.0 Introduction Rentec Direct provides a simple, quick, and easy to learn management platform for managing your rental properties. Many tasks which are
More informationOnline Giving to St. Andrew & St. Andrew Learning Center Tuition Payments
A Tutorial: Online Giving to St. Andrew & St. Andrew Learning Center Tuition Payments Why use Online Giving? A few of the benefits: 1. The link is right on the St. Andrew web page easy to find. 2. Anyone
More informationUser Documentation for School Activity Funds Accounting
User Documentation for School Activity Funds Accounting By: Applied Business Services, Inc. 800 S. Frederick Avenue, Suite 101 Gaithersburg, MD 20877 1-800-451-7447 ext. 130 www.appliedbusinessservices.com
More information