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FAQ

Random characters appearing on letters/ financial notes templates

The random characters will appear when you use MS word to edit the RTF templates. You should open the file with notepad or wordpad; otherwise go to File > Maintain templates > Notes to financial report and open the relevant template and click on the...

Support
FAQ

How do I create rental property accounts?

  1. Go to Postings tab

  2. Click on Transaction Journal Wizard  

  3. Select Setup Rental or Member Accounts

  4. Enter the name of the property (maximum character length with spaces is 42)

  5. Click on OK

If you have another rental property...

Support
FAQ

How do I post for closing inventory / livestock?

Make sure to transfer the inventory account or livestock account from the master chart of accounts before posting to them then follow the instructions below.

  1. Go to Postings tab
  2. Click on Transaction Journal Wizard 
  3. Select Closing Stock Adjustment...
Support
FAQ

How to mark tax return as Final?

Click in the box then either double click on the mouse or press the space bar on the keyboard to mark the tax return as Final.

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