How do I add a province or region to the dropdown list?
How to add external accountants to your account in AccountingSuite™
Did you know that you can add an unlimited number of external accountants as users in your AccountingSuite™ account? You can - and they don't count against your allotted concurrent user count. Here's how you do it: Go to your user list by ...
How to Get a Customer Address Report Grouped by City
The universal report is a powerful tool. It has lots of options and to learn how to use it, it's best to use a real life example. Navigation: Reports → Accounting → Universal Report In the first dropdown, choose Catalog. In the second drop down, ...
Shipping Carriers The Shipping Carrier field is located on several Sales documents, including the shipment. It is a user-configurable list and carriers can easily be added on the fly. To add a Shipping Carrier: Navigate to Lists → Shipping Carriers ...
How do I add the Sales Order number to the list of Cash Receipts?
To add the Sales Order number to the Cash Receipts List, click the Configure List button along the top and check the checkbox next to Sales Order. This will add a field to the list with the Sales Order number. Configuring the List View
How can I filter a list of invoices to only show those between certain dates?
Invoices and other lists can be filtered by any field in the document. To illustrate: We'll use the example of a date range of May 1, 2016-Dec 31, 2017. 1) Start by clicking the More Actions → Settings button and choose List Options. 2) In the filter ...