Accounting

Articles

Statement Rules
Path: Setup > Accounting > Statement Rules The Statement Rules setup is used as the default settings when customer statements are generated. A statement is a document listing the unpaid invoices and unapplied credits (optional) for a customer as o...
Credit Card Types
Path: Setup > Accounting > Credit Card Types For companies who have subscribed to electronic payment services, there are four types of credit cards available: Visa, American Express, Master Card, and Discover.  Click the toggle button to ON for e...
Aging Buckets
Aging Buckets are used in both Accounts Receivable (AR) and Accounts Payable (AP)  to identify both current and past due customer invoices and vendor bills.  Aging information is displayed on each customer and vendor record.  Aging buckets are also ...
Managely eLearning - Managely: Setup - Accounting
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