Jim Hammel

At the end of your closing period when you are ready to get the numbers needed for your journal entries into your accounting software you will use the Ledger Feature.To access this click on Account...

From Accounting / CollectionsRight click anywhere on the left hand side of the grid and choose "Select All".Right click again and choose "Statement Report".  This will bring up the Options Selector...

Overview Standalone (job-based) invoices for the same customer can be merged, or consolidated under a "parent" invoice. The parent invoice can then be treated as a regular invoice that can later be...

Overview A jobless invoice is an invoice that is not associated with a completed job. Instead, it can be generated for miscellaneous charges or line items manually, without being tied to any specif...

Manually mark existing invoices as emailed for internal reference and trackingOverviewAfter billings are set as “Emailed” by the user, this change can be saved and the application will track it.Unt...

You can allow or disallow duplicate invoices by going to Company / My Company / Advanced Defaults and selecting your preferred option.

Sometimes it is necessary to remove the Fuel Surcharge for only one Invoice, the easiest way to accomplish this is by the following steps.1. Find the invoice you wish to remove the Surcharge from, ...

If you need to bill and invoice for tax only, follow these steps:1. Add a job to the books if you want it to reference the job.2. Go to the invoice information tab for the job.3. Add one line item ...

From Accounting / Billing Open up the invoice you want to work with by double clicking it. Enter in all field ticket information including; travel and job hours, truck mileage, pump hours, oil, fue...

From Accounting / Billing From the right hand side of the screen under Filtering Options. Change the invoice processed status to “Not Processed” Then click on the blue “Go” button from the t...