Creating Documents
The AccountingSuite Command Bar
The AccountingSuite command bar appears at the top of almost every screen in the application and contains actions that may be taken on the data showing on the screen. For example, on the Sales Orders list view, you can use these actions to create ...
Recurring Templates
Recurring Templates are ”copies” of existing documents that are automatically generated by the system at regular time intervals. They are available in Sales Orders, Sales Invoices, Purchase Orders, and Bills. Creating a Recurring Template Go to the ...
Document Status Descriptions
Document Status Descriptions Many documents in AccountingSuite™ have statuses to indicate the point where it is in the workflow. Below are status descriptions broken out by document type. Sales Quotes Draft : Sales Quote has not been completed. Open ...
How to delete a document
Deleting a document isn't always the best solution. Ask yourself why you are deleting the document. Is it because there is a duplicate? Customer change their mind on an order? Cancel the order in the latter case. Remember, all actions are logged in ...
Is there an easy way to create an Invoice or other document on a regular basis?
Yes, there is. Actually there is more than one way. AccountingSuite provides both a copy feature and the ability to create a recurring template. Solution #1: Copy Use this solution if you would like to make a one-time copy of an existing document. ...