When setting up the software for the first time, the Key Type defaults to Numeric with 2 Decimal Places. However, some firms prefer to include letters in the Client ID or require additional decimal places. Both the Key Type and Decimal Places can be changed after the initial setup is complete, but there are a few things to keep in mind when considering making a change. Read More...
When I’m creating WorkFlows, I’ve noticed the Prompt Before Running and Automatically save and close check boxes. When should I use these options? Read More...
You just accepted a client who requires that you start using Task Codes. What needs to be set up, and how does Task Based Billing work? Throw in Taskbill, which may be required if a third party will process the bills, and you may not know where to begin or how it all fits together. Read More...
Did you know that you can print a Memo line on Accounts Payable Software (APS) checks? Although you can enter text in the Memo field of your invoices, you must be using Check Layout L1572 with the option to print the Memo field selected in order for memos to be printed on your checks. Read More...
