A/R Setup
A/R > A/R Setup > Manage Payment Application Rule Use this page to create alternate rules for the application of payments in selected A/R Types. ...
Fri, 8 Dec, 2023 at 10:12 AM
Accounting > A/R > A/R Setup > Manage Firm Trans Type Use this page to create, Set up and Edit or Delete Transaction Types at the Firm level. ...
Tue, 30 Jan, 2024 at 9:57 AM
This page outlines the steps for uploading coupons to LetterStream. Step 1. Navigate to the LetterStream website at https://www.letterstream.com/. ...
Wed, 20 Jul, 2022 at 9:14 AM
Accounting > A/R > Recurring Charge > Manage Calculation Use this page to create Interest calculations for recurring charges. Step 1. N...
Wed, 16 Nov, 2022 at 7:24 AM
Returned items (NSF's) can be managed on the Transaction Adjustment page or directly from the Owner account page on the Transactions tab. The system wil...
Wed, 10 May, 2023 at 9:11 AM
Learn how to create a separate Owner Ledger at the Association level. Unique ledgers allow for specified transaction types to be easily identified and displ...
Wed, 1 Mar, 2023 at 8:13 AM
A/R > A/R Setup > Manage Payment Application Rule Use this page to create alternate rules for the application of payments in selected A/R Types. ...
Mon, 22 May, 2023 at 10:41 AM
Learn how to set up and customize all areas of the Accounts Receivable process. The A/R setup consists of the following three areas: A/R Types...
Mon, 22 May, 2023 at 11:31 AM