Updated Articles

  1. Viewing Team Members by Office

    Provides steps to view team members in an office and assign new team members to an office.
  2. Resetting a User's Password

    Provides steps for reseting a team member's password to the system default.
  3. Printing Financial Reports

    Provides information about accessing and managing financial reports.
  4. Reassigning Notice Setups to Different Teams

    Provides steps for changing which team receives the system notices for a certain event.
  5. Effects on Historical Transactions from Changing a Line Item Code's GL Account

    Clarification that changing a line item code's GL account does not impact historical transactions.
  6. Voiding a Shipment

    Provides steps for marking shipments as void.
  7. Linking Tax Profiles to Company Records

    Provides steps to link a tax profile to a company record.
  8. Understanding Payment Methods

    Provides an index of related guides for general payment methods and credit card payments.
  9. Using Templates for Purchase Orders

    Provides steps to assign templates for quicker order entry.
  10. Deactivating Notice Setups

    Provides steps for reducing the number of notices that get sent to your team members.