To add 1099 history (payments from your old system for the current year) to a Vendor, you need to create a Beginning...
Jan 18, 2022
12:52
You can delete a GL Account or mark it as inactive, depending on what works best for your organization; however...
Jan 18, 2022
12:56
In some cases, your Daily Sales Summary files may include a Total Deposit value of 0.00. The Total Deposit amoun...
Jan 18, 2022
13:00
On GL account records, you may have noticed two options that seem similar: Subtotal - Disable Entry Control Accou...
Jan 18, 2022
13:03
Refunds will come in to R365 as both a Sales Account and Payment Type Account from your POS. While R365 cannot provi...
Sep 23, 2022
14:30
You can clear out due to/due from accounts with a Bank Transfer from the Legal Entity of one Location to the Legal E...
Aug 02, 2021
12:07
When the 'Fiscal and Operational Combined' box is checked on the Fiscal Period/Year Setup screen, only one c...
Nov 04, 2021
12:36
If an expense report needs to be entered into R365, it can be done in one of four ways: Reach out to you...
Aug 09, 2021
15:25
This article covers working with Outstanding Sales/Payment Types and Open Tickets. This article covers the follo...
Aug 15, 2023
08:43
When trying to match a transaction in your database to a transaction in the Bank Activity screen, or trying to unapp...
Mar 14, 2024
12:04
