Help Documents that Apply for All Modules

Preview or Edit .CSV Files for Uploading to AUC (pdf)

1099 Processing (pdf)

Bank Table (pdf)

Delete AP Voucher Batches In Bulk (pdf)

Disbursement Warrants (pdf)

Paying Bills (pdf)

REAP Report (Massachusetts) (pdf)

Simple Voucher Entry (pdf)

Upload Vouchers from a Spreadsheet (pdf)

Void A/P Checks that cross Fiscal Years (pdf)

Delete a Vendor (pdf)

New Signatures for Purchase Orders (pdf)

Purchase Order Approvers (pdf)

Upload Purchase Orders from a Spreadsheet (pdf)

Automating Reports via the Job Stream (pdf)

Bank Setup (pdf)

Control Accounts (pdf)

Create a Journal from a Posted Journal (pdf)

Create the New Year Overnight (pdf)

Enter a One-Time Journal (pdf)

Fiscal Year End Checklist (pdf)

ACA / 1095C Steps Menu (pdf)

Benefit Satement Sample (pdf)

Benefit Statement Sample (single page) (pdf)

Creating a Positive Pay File after the Warrant is Posted (pdf)

Electronic Year End Forms (W2, 1095C...) (pdf)

How to Recalculate a Warrant (pdf)

Import Time sheets from a Spreadsheet (pdf)

Medicare Wages over 200K (pdf)

New W4 Forms - How To (pdf)

Processing a Manual Check (pdf)

Upload Cleared Checks File from the Bank (pdf)

Combined Motor Vehicle Tax Statements (pdf)

Combined Personal Property Statements (pdf)

Combined Parcel Real Estate Statements (pdf)

Credit Balance Redistribution (pdf)

Remove Unused Batches in bulk (pdf)

Upload Treasury Receipts from a Spreadsheet (pdf)

Upload Liens to be Billed (pdf)