How To Documents: Email a Peartree Report Answer: From the preview of the report on your screen, check whether you have the Adobe toolbar, which looks like this (it should be near the ...
How To Documents: Move a unit cost from one unit to another Answer: Create a new Accounts Payable invoice for $0 to the unit inventory account(s).
Click on the Unit Costs button, choose the unit and enter a positive ...
How To Documents: Move a unit cost from another to base Answer:
Create a new Accounts Payable invoice for $0 to the unit inventory account.
Click on the Unit Costs button, choose the unit and enter a positive ...
How To Documents: Reduce a unit cost Answer: To reduce the cost of a unit:
1. go to Inventory, Units, Update, Non-AP Unit costs
2. enter the unit id of the unit
3. enter the date ...
How To Documents: Reverse a customer payment Answer: To reverse a customer payment:
1. Go to Finance, Receivables, Update, Payment.
2. Enter or select the customer
3. Enter the original date of the payment you want ...
How To Documents: Set up payroll for direct deposit Answer: 1. create a new GL asset account for "payroll clearing" (Finance, General Ledger, Update, Account Update)
2. set up a new bank code "payroll" (Finance, Payables, ...
How To Documents: Take payments on account from the parts desk Answer: The following example shows how to take a $100.00 Visa payment and apply it to the customer’s account. If you don’t see the CR ON ...
