Setup a New Accounting Code (Cloud) 🎥
? Watch Video #1 | Watch Video #2 Path: Management > Accounting Settings > Setup Code The setup starts with the "Accounting Code Setup" section. 1. Click Add New. 2. Choose the code you want to give to this new item. The code is limited to 4 ...
Make an Accounting Code Voidable (Cloud)
There are different options when it comes to setup a void authorization on a code: do you allow the code to be voided once posted, would anyone could void it or only users with supervisors credential. Path: Management > Accounting Settings > ...
View the Listing of Accounting Codes (Cloud) 🎥
? Watch Video View the accounting codes that are set up in the system. Path: Management > Accounting Settings > Accounting Codes This page will be a recap of the Accounting Code Setup code section (top of the setup page). Click on a column header to ...
Accounting General Ledger (G/L) & Report Definition (Cloud) 🎥
? Watch Video This page will show the list of the accounting codes and any G/L accounts assigned to those codes. Path: Management > Accounting Settings > G/L & Report Def Click an accounting code to open it in the Setup Code tab. If you are using a ...
Setup General Ledger (G/L) for Accounting Export (Cloud) 🎥
? Watch Video Visual Matrix can be set up to export accounting code information to a file. This file can then be imported into accounting software such as Quickbooks. Visual Matrix exports data in Comma Delimited, Tab Delimited, and IIF (Quickbooks) ...