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Financial Reporting Engine — Part 3

Become more familiar with creating and modifying income statements. In this video, you will learn how to modify rows and groups, as well as how to calculate gross revenues.


Financial Reporting Engine — Part 4

Drill down more into the details of customizing financial reports. Video shows you how to assign ledger accounts to groups and how to work with sub-types and group percentages. Adding and subtracting from group totals is also covered.


Financial Reporting Engine — Part 5

Learn how to manipulate balance sheets with the financial reporting engine. This video covers how to incorporate income information, group account types, and change column layouts.


Financial Reporting Engine — Part 6

Continued exploration of the balance sheet, with tips and tricks for totaling, year-to-date net income, and how to use account filters for revenue and expense accounts. Also covers creating a summarized balance sheet, and generating profit and loss data for retail income.


Selling Exclusive Items

Learn how to flag exclusive items for certain customers and customer types. This video will cover marking items as exclusive, creating pricing schedules for exclusive items, and assigning pricing schedules to customers.


Creating Miscellaneous Vouchers

Explore the details of miscellaneous vouchers. Learn about invoice dates, distribution dates, miscellaneous distributions, and alternate account distribution.


Creating Regular Vouchers

Explore how to create regular vouchers related to purchase orders. Learn about line items, handling charges, editing amounts to distribute, split receipts, and distributing vouchers to purchase orders.


Making Payments

How to make payments from the payables workbench. See how to select a voucher for payment, specify a bank account, create checks, print checks, and post checks.


Payables — Memos

Learn how to process payables memos. Instruction includes credit memos, debit memos, and how to use the alternate prepaid account.


Freight Pricing

Covers freight pricing setup and usage. Learn how to calculate freight pricing, define freight classes, assign freight pricing schedules, and work with shipping zones.