Enter the Invoice/Account Number (do not add dashes or space due to the limited space on the check when printing), Select the Term or enter the Due Date. Select the Office or Agent under, the Account will default from the vendor that is selected, enter a Description of the invoice, enter the Amount. Select Save. Select Post. HINT: Make sure to tab out of the description before selecting Save & Post.
Dashboard Property Information Each category will have a “# to fix” that will show by entity the number of transactions that need attention. Select the recalculate icon to refresh the data. Each category will update to the current # to fix. Double click on the category that needs attention.
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9/13/23
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