All Actions

New

Enter a new activity on the Activity/Suspense form. The activity cannot be deleted. More...

Use Notes to enter additional information. Notes can be deleted.  More...

This option opens the Activity/Suspense form so you can enter a new follow-up reminder for a specific employee  More...

This action opens the Budget form where you can view an existing or create a new budget. More...

Use Direct Bill Entry to enter your direct bill transactions using policies from your policy system, policies entered previously on a Direct Bill Entry statement or Accounting Only policies that you enter directly into the Direct Bill Entry statement. More...

If you invoice your direct bill policies or use Direct Bill Commission Statement to bill and reconcile your direct bill items, you should not use Direct Bill Entry to process your direct bill.

Use the Direct Bill Statement form to define how items are gathered by the system for presentation on a direct bill commission statement. More...

Use the Journal Entry form to record the transfer of money from one general ledger number to another.  More...

Open the Recurring Journal Entry form to setup a journal entry that repeats at regular intervals. More...

Open the Vendor Invoice form where you can enter and edit vendor invoice information. More...

Open the Vendor Payables Interdivision Transfer form to allocate Vendor expenses across divisions. More...

Open the Year End Journal Entry form to create adjusting journal entries for the closed year. More...

Payables

Use this selection to identify agency bill items you want to pay to the company. Create a statement using the Pay Account Current Statement Modifiers form.

Use the Statement Modifiers form to review the invoices, determine if the client has paid you for the invoice, and/or determine if the company is requesting payment for the invoice. More...

Open the Pay Commissions form to create a commission statement for an employee. More...

Open the Vendor Invoices to Pay form to issue checks in payment of vendor invoices. More...

Beginning Balance Journal Entry

Open the Beginning Balance Journal Entry form with the journal memo set to the type of Beginning Balance Journal Entry you have selected. More...

Financial Processes

Open the Daily Process form where you can run Daily Process. More...

Open to open the Fiscal Year End form to automatically clear your Income and Expense accounts moving the offsetting balance to Retain Earnings. More...