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We needed to update information for a few of our contacts. However, the person making the changes created new contacts instead of updating the existing ones. Is there an easy way for me to clean up the duplicate contacts?   Read More...


A new employee selected the wrong bank account for a new trust account. Is there an easy way to fix this, now that trust transactions have been entered?   Read More...


Accounts Payable Q&A: Aging Periods

July 2022    Tags:
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Our partner wants to see specific aging periods on the Aged Unpaid Invoice Report. How can we change what periods are shown?   Read More...


We are changing our firm's fiscal year from the standard calendar year to one that ends in October. How do we update General Ledger to reflect this change?   Read More...


Did you know that you can quickly convert Journal, Calendar, and Document Management records into billable fees?   Read More...