Other
Linking documents together
To tie two documents together, you need to open the Line Details on the latest document. For example, if you need to link an invoice and a sales order, then you will need to open the line details on the invoice. Once the line details have been ...
How do I set up the early payment discount and days to discount in payables and receivables?
To use early payment discounts, the feature must be enabled in Settings. Once enabled, the payment term will have two additional fields: Discount amount (as a percentage) and number of days which will be the number of days from the date of the ...
Money Movement in AccountingSuite™️
Service Receive Payments (Cash Receipts) Make Payments (Bill Payments, Payments) Cost Website Setup Paypal X X Paypal tx fees only www.paypal.com Quick Menu → Settings → Beta Preview ACH X .80%, capped at $5 www.stripe.com Quick Menu → Settings → ...
Document Views
List View The view lists all of the documents (for example, Cash Receipts) that have been created of that docuement type. The list may be filtered by any field by using the Configure List option in Settings. Filtering may be also accomplished by ...
Disclaimer
AccountingSuite™ User Guide / Knowledbase © 2015, Yellow Labs Software, Inc. The AccountingSuite™ User Guide / Knowledgebase is proprietary to Yellow Labs Software, Inc. (“YLSI”) and no ownership rights are hereby transferred. No part of the User ...
Data Security
Data Security Protecting Your Data: Our Top Priority At AccountingSuite™, we recognize the critical importance of data security in today's digital environment. We are deeply committed to safeguarding the information entrusted to us by our clients, ...
When I go to my test company, it says that I don't have permission. What does that mean and how do I fix this?
Most likely you are not a user in the test company. If you were given access to the main account after the sandbox was created, you are most likely not on the user list in the test company. Have someone from your company that does have access to ...
Using the Test Company / Sandbox
About your Test Company / Sandbox With each paid account we offer you a second account that can be used for testing, training or just checking out new features without having to worry about affecting your live account. This “Test Company” or ...
WIP-File Attachments
<This needs to be revised with new file attachment functionality> Overview The File Storage feature in AccountingSuite allows users to upload and store files in AccountingSuite and associate them to a document, item or company. Any file type can be ...
Terms and Definitions
Terms and Definitions Documents – we use the term documents to refer to the set of items that are completed as a part of a transaction. Documents include Sales Quotes, Sales Orders, Shipments, Sales Invoices, Cash Receipts, Cash Sales, Credit ...
The More Menu
The More Menu The More Menu appears on most of the pages in the application and provides useful functionality. Although the items change slightly depending on what part of the application being viewed, here are the descriptions of the major features ...
What is the difference between Post and Close, Post and Save buttons?
SAVE, POST and POST AND CLOSE When you are creating any document in AccountingSuite like Sales Orders, Item Receipts, Invoices, etc you have the option to Save, Post or Post and Close. Here are the major differences between these three choices. You ...
We need to make a non-inventory misc item, how would we do that?
When creating an item use "Service" type. In the Setup tab be sure and choose the correct category/account you want this item to default to for each transaction. Service Type items will not show in inventory with quantity on hand or affect your ...
About Costs
Costs AccountingSuite uses the following terms when reporting costs for an item: Standard (or expected) cost - this is in the expected cost field on the item card. It is entered manually and is stored as entered. This number is not used in any ...
What do I do if I see an error message in the Last Updated field in Cloud Banking?
There may be occasions when the daily download of transactions from your bank fail. This happens from time to time but don't worry - you'll still get all of your transactions when the error is resolved. So how do you resolve the error? The answer ...
My date format has changed! How do I change it back?
1) Check your default system language or localization settings. The date format will sometimes be affected by this setting. Make sure the region is appropriate for your situation. 2) If you have made changes in the Change Form Settings in the More ...
Confusion on Save, Post, and Save and Post
Save, Post, and Save and Post 1. Save will save the document as a draft without posting the transaction to the general ledger. * 2. Post will save and post to the general ledger. 3. Post and close will do #2 and close the document. *If save is ...
I accidentally charged the wrong card in Stripe! What do I do?
When you click Charge with Stripe, the card that is stored in the customer record is the card that is charged. In the case where there are multiple credit cards that may need to be charged per customer, it is necessary to delete the stored stripe ...
Can I "flag" a transaction for review later?
Yes! Click the start next to the document or transaction number at the top of the screen. To visit your starred items, click the star in the widget in the upper right side of the navigation bar.
What training resources do you make available and is there an active online user community?
We have several resources available to help you on your way to being successful with our software! Our user guide is a good place to start. Also, our support team can answer questions via chat, support requests or on the phone. And last but not ...