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Vinh Doan

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Latest activity by Vinh Doan
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    Vinh Doan created an article,

    Exporting Journal Entries or Paid Bills

    Select Accounts Payable tab Select Payment Processing  Click on Paid Bills. On the top right, click on Export CSV All Items. Select the correct format type that you would like to export(Procurify,...

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    Vinh Doan created an article,

    How to Print Checks or Print a Payment Log

    Select the Accounts Payable tab Click on Payment Log Click on either Checks or ACH tabs at the top of the screen, depending on which payments you would like to print.  To print, select one step fr...

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    Vinh Doan created an article,

    How to add a New Payee or Payment Method

    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,

    Approval Routing for Payment

    The following article outlines how to create a group and add an approver for payments.  Click on the SETTINGS tab  Select Manage Approval Routing Click on the Payments tab Click on Create New Grou...

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    Vinh Doan created an article,

    Approval Routing for Bills

    Approval Routing for Bills is an integral component of the Accounts Payable module. Click on Setting tab Click on Manage Approval Routing below Set up & Manage Click on Bills in the Approval Routi...

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    Vinh Doan created an article,

    User Profiles for Accounts Payable

    The following steps outline how to apply Accounts Payable permissions settings to an existing user. In order to make these changes you will need access to Settings and Manage Users 1. Click on Set...

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    Vinh Doan created an article,

    How to Create Bill Custom Fields

    Custom Fields can be added to your newly created bills. Check out the post below to see how to add taxes. 1. Select Settings 2.Click on Customize Bill Form  2. Click on Add New Field 3. Fill in the...

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    Vinh Doan created an article,

    Accounts Payable - Set Up

    When setting up your account for the accounts payable feature, you’ll need these things done first: liability accounts for you accruals, accounts payable account codes (chart of accounts), approval...