Popular Articles | Page 18

Adding an Account to the Chart of Accounts

Last Updated: 01/09/2023 in Accounting & Bookkeeping Working with the General Ledger

Provides steps for updating your chart of accounts with a new GL account, such as a bank account.
Assigning Rate Cards to Orders

Last Updated: 11/23/2022 in Pricing, Rates, and Commissions Rate Cards

Provides steps for assigning a rate card to an order
Assigning Expense Approvers to Team Members

Last Updated: 06/29/2022 in aACE System & User Setup Team Members & System Users

Provides steps for assigning an expense approver on a team member record.
Sorting Records in the List View

Last Updated: 08/09/2023 in aACE System Overview Universal Functions Searching Records

Summarizes tips for sorting and navigating records in list view screens.
Deleting Unused GL Accounts

Last Updated: 06/28/2022 in Accounting & Bookkeeping Working with the General Ledger

Details the steps for removing unused general ledger accounts.
Resolving Incomplete Credit Card Transactions

Last Updated: 12/06/2024 in Accounts Receivable Payment Processing

Provides steps to clear an incomplete credit card transaction.
Coordinating with Your System Administrator on Your aACE Setup

Last Updated: 07/21/2023 in aACE System & User Setup Accessing aACE - Guides for New Users

Provides a checklist to discuss with your system administrator to prepare for accessing aACE.
Overview of Procurement Preferences

Last Updated: 10/23/2023 in aACE System & User Setup System-Wide Preferences

Provides information about the system settings for purchase order automation (i.e. Append auto-generated items to pending POs, etc).
Closing Leads

Last Updated: 06/23/2022 in CRM & Sales Leads

Provides steps for marking a sales lead as won or lost.
Setting Up Departments

Last Updated: 10/23/2023 in aACE System & User Setup Offices & Departments

Provides steps for creating new departments and info on various workflow-related topics.