You can watch the video procedure or follow the instructions below.
expense
How to Charge an Expense to a Managed Company (Method 1)
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, click on your company (the management company, not the one … Read More
How to Charge an Expense to a Managed Company (Method 2)
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. In the selector at the top left, click on your company (the management company, not the one … Read More
How to Link an “Expense” Account to a Supplier
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Suppliers” subtab. 2. Click on the supplier you want to modify. 3. Click on “Edit” at the top right. 4. … Read More
How to Create a Supplier When Creating an Expense
You can watch the video procedure or follow the instructions below. Instructions 1. Once you click on “Add” in the “Accounting” tab and the “Expenses” subtab, click on “+” next to “Select the supplier.” 2. Enter the name of the … Read More
How to Create a New Expense Using an Old Expense as a Template
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. Click on the expense that you want to use as a template. 3. Click on “Add” at … Read More
How to Create a New Invoice Using an Old Invoice as a Template
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Collections” subtab. 2. Click on the invoice that you want to use as a template. 3. Click on “Add” at … Read More
How to Pay My Suppliers by Direct Deposit
You can watch the video procedure or follow the instructions below. Instructions Note: The payment method “Pre-authorized debit” is used for pre-authorized debits and direct deposits. The file created is different. 1. Contact your financial institution to make sure that … Read More
How to Add a Discount to an Expense
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. Click on the expense to which you want to add a discount. 3. Click on “Edit” at … Read More
How to Enter a Recurring Expense
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. Click on “Add” at the top right. 3. Select the supplier. 4. Select the entity to which … Read More