misc.: A guide to Drawers and Batches.
Add or Edit a Bank Account
(misc): A guide to Add a Bank Account. For Administrators only.
Customer Overview
misc.: A guide to the Customer Edit/Information Screen.
Add, View,/Edit Revenue Items
misc.: A guide to view or edit Revenue Items. Admin only.
Close a Batch
misc.: A guide to close a batch (authorized users only).
Statements (if active)
To open a Statement, use the tan search bar to search for the statement by bill number, customer name, or description. When a statment is open there are three tabs at the bottom of the screen. Open (Unpaid) statement lines will appear on the OPEN tab. Closed lines (Paid) Will appear on the CLOSED tab […]
Home Screen Explained
misc.: A guide explaining the home screen.
Pay, Print, or Edit an Invoice
misc.: A guide to pay, print, or edit an invoice.
Create a New Invoice or Bill
misc.: A guide to create a new invoice or a new bill.
Sign On
misc.: A guide to Sign On to the system.
FAQs – Advanced Budget System
Adv. Budget: FAQs on the Advanced Budget System
Other Custom Reports
Adv. Budget: A guide to find saved custom reports.
Approving a Budget Request
LEGACY: A guide to approve a budget request.
Downloading Complete Budget in Excel
Adv. Budget: A guide to Downloading the Complete Budget in Excel.
PDF Report
Adv. Budget: A guide to choose options for a PDF Report.