Invoice a Project Progress Invoice From Task

Write off Invoices from Accounting > Accounts Receivable

2:28

Voucher Reimbursable Expense Claim Items

Expenses

Voucher Reimbursable Employee Expense Claim Items from Expense > Review Q tab Extended Menu

0:40

View AR Quick View, Reports, Live Data

View AR Quick View, Reports, Live Data

0:39

View AP Quick View, Reports, Live Data

View AP Quick View, Reports, Live Data

0:42

View Accounting Quick Views, Reports, Live Data

View Accounting Quick Views, Reports, Live Data

5:31

Vendor Deposit

10:32

Setup multi-currency and FX

System Admin

Setup multi-currency and foreign exchange ("FX") rates, accounts, configdata...

2:51

Setup AR Collection Q

Setup AR Collection Q

2:32

Set Up a Vendor Prepaid Expense on a Voucher

Setup a Vendor Pre-Paid Expense on a Voucher Tags: Prepaid

2:25

Review and Post Time Bills

Review and post time bills

3:52

Record Invoice Collection Activities

Record Invoice Collection Activities from Collection Q or from Customer > Activities tab

2:26

Recognize Monthly Pre-Paid Expenses

Recognize Monthly Pre-Paid Expenses from Accounting > Month End > Post Pre-Paid Expense Tags: Prepaid

3:36

Process Cash Receipt

Process Cash Receipt from Accounting > Accounts Receivable > Cash Receipts

2:10

Print Customer Statements

Print Customer Statements from Customer > Print icon; or Accounting > Accounts Receivable > Reports

3:41

Print Checks

Print Checks from Checks to Print or Voucher form > Print icon

2:57

Print and Post Invoices

Print and Post Invoices from Invoices to Print; or from Invoice > Print icon

5:22

Prepay Vendor in Advance for a Purchase

Prepay Vendor in Advance for a Purchase (Vendor Deposit)

1:57

Post Project COGS and Revenue

Recognize all project costs and all the revenue earned to date

0:37

Post Employee Expense Claim Items

Expenses

Post Employee Expense Claim Items from Expense > Review Q tab Extended Menu

2:45

Post Direct Payment for a Voucher

Post Direct Payment for a Voucher from Direct Payments Q or Voucher form Extended Menu

1:43

Post and Release Voucher for Payment

Post and Release Voucher for Payment from Un-Released Voucher Q, and Voucher Extended Menu

4:28

Perform a Bank Reconciliation

Perform a Bank Reconciliation

3:30

Multi-currency FX impact on Service Contract Invoice

Service Contract

Multi-currency FX impact on ervice Contract Invoice (post invoice, post service revenue)

7:52

Multi-currency FX impact on Quote, Order, Invoice

Sales

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

4:08

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

5:23

Multi-currency FX impact on PO, Voucher

Purchasing

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

3:09

Invoice Service Contracts

Invoice Service Contracts from Accounting > Service Contracts > Bill Service Contracts; or Service Contract Extended Menu

2:12

Invoice Sales Orders

Invoice Sales Orders from Orders to Invoice Q

4:26

Invoice Recurring Sales Orders

Invoice Recurring Sales Orders

1:25

Invoice a Service Call

Invoice a Service Call

5:54

Invoice a Project Schedule of Values

Invoice a Project Schedule of Values ("SOV") from the Project > SOV tab

1:03

Invoice a Project Order Line Items

Invoice a Project Order Line Items from Project > Material tab grid extended menu

3:06

Find and View AR, AP, GL Journal Entries

Find and View AR, AP, GL Journal Entries

2:14

Enter and Post GL Journal Transactions

Enter and Post GL Journal Transactions

2:33

Create Vouchers for Recurring POs

Create Vouchers for Recurring POs from Accounting > Accounts Payable > Bill Recurring POs

2:42

Create Open Credit for Customer

Create Open Credit for Customer based on Cash Receipt

1:08

Create Closing Entry for Projects

Create a project closing GL journal and ensure there are no outstanding records

4:42

Create an Income Statement

Create an Income Statement from Income Statement Designer and run

2:18

Create a Voucher for Received PO Items

Create a Voucher for Received PO Items from PO Voucher Q and PO Form Extended Menu

1:23

Create a Manual Voucher

Create a Manual Voucher from Vendor > Vouchers tab

1:39

Create a Manual Invoice

Create an Invoice from a Customer > Invoices tab

1:44

Create a Customer Credit

Create a Customer Credit from Customer > Invoices tab

5:45

Create a Balance Sheet

Create a Balance Sheet from Balance Sheet Designer and run

3:24

Complete and Print a Standard 1099 Tax Form

HR

1:23

Close an Accounting Year

Close an Accounting Year from Accounting > Admin > Fiscal Calendar

1:33

Close Accounting Periods

Close Accounting Periods from Accounting > Admin > Fiscal Calendar

2:06

Approve a Posted Voucher Before Release for Payment