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Vinh Doan

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Activity overview

Latest activity by Vinh Doan
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    Vinh Doan created an article,

    Reports Access

    With Reports Access, you can now customize how your users see the spend for specific Locations/Departments! To set this up, simply go to Settings -> Report Access There, departments can be select...

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    Vinh Doan created an article,

    Exporting Journal Entries

    1. Click on Payment Processing under the Accounts Payable tab.   2. Click on Paid Bills.   3. On the top right, click on Export CSV All Items.   4. Select the correct format type that you would lik...

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    Vinh Doan created an article,

    Payment Log - Reprinting Checks, ACH

    Accounts Payable - Payment Log (Reprint Checks) 1. Click on Payment Log under the Accounts Payable tab.   2. Click on either Checks or ACH, depending on which payments you have.   For Check: 3....

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    Vinh Doan created an article,

    Payee Management

    In the Payee Management tab, this is where the vendor, employee, and credit cards payment methods are maintained. Whenever changes or updates need to be changed, the payment method information for ...

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    Vinh Doan created an article,

    Creating Void Checks

    1. Click on Payment Processing under the Accounts Payable tab.   2. Click on Paid Bills.   3. Click on a Bill that you'd like to void.   4. Click on the Check Number.   5. Click on Void Check.   6....

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    Vinh Doan created an article,

    Make and Record Payments

    Accounts Payable - Make and Record Payments 1. Click on Payment Processing under the Accounts Payable tab.   2. Under the Pending Bills section, click on a bill that you'd like to make a paymen...

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    Vinh Doan created an article,

    Approval Routing for Payment

    1. Click on Approval Routing in the Settings tab.   2. Click on the Payments section.   3. Click on Create New Group.   4. We've created the group NASA for NASA payments. Next, click on Add Approve...

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    Vinh Doan created an article,

    Vendor Payment Method (Set Up)

    1. Click on Vendors to set up your vendor payment methods   2. Select a vendor. Next, click on Payment Methods.   3. Click on Add Payment Method.   4. Enter the following information: name of payme...

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    Vinh Doan created an article,

    Setting Up Your Financial Settings

    1. Click on Settings.   2. Click on Financial Settings in the Settings tab.   3. Click on +NEW ACCOUNT.   4. Click on Bank Account or Credit Card Account.   5. Fill in the required information and ...

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    Vinh Doan created an article,

    Approval Routing for Bills

    This Approval Routing for Bills is a part of the set up for the Accounts Payable module. 1. Click on Setting tab:   2. Click on Approval Routing   2. Click on Bills in the Approval Routing.   3. C...