Searching using History Panel
Locating Data in AccountingSuite using the History Panel
AccountingSuite tracks every move that you make so you don’t have to. Remember making a change to an invoice yesterday but can’t remember who it was? History is your answer. Simply click the history icon in the upper right hand corner to reveal your tracks. All history entries and on a per-account basis and can only be seen by the logged-in user.
Searching using Universal Search
Locating Data in AccountingSuite using Universal Search With Universal Search, find search terms across the entire application. Entering 1234 will search for dollar amounts, document numbers, quantities, phone numbers, everything. If you’re trying to ...
WIP - Searching
Searching Data is no good if you can’t find it. AccountingSuite has implemented several tools to use when you need to get at it. Click on a tab to learn how to locate data in AccountingSuite in many ways. History Favorites Universal Search ...
Processing Credit Cards using Stripe
Processing Credit Card Using Stripe AccountingSuite™ has integrated with Stripe for credit card processing right inside the application. Once a customer’s credit card has been registered with Stripe, it may be used to pay for future invoices. Setting ...
Searching using Favorites
Using Favorites Favorites are a way to mark anything in the software so that it is easy to return to later. This might be a list of things that are waiting information, important to-dos or just favorite modules. Since anything can be marked as a ...
Getting Started - General Navigation
General Navigation The Navigation Menu AccountingSuite™ has a dark yellow navigation menu and the lighter yellow is the sub-navigation bar, whose content will change based on the main menu choice that has been made. AccountingSuite™ Navigation Menu ...