Lesson 4.6 Customer Account Inquiry, Statements & Reports
Review the Customer Account Inquiry, Customer Statements, Age Accounts Receivable Report, and Unpaid Invoice Report.
Keresa
September 1, 2019
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Lesson 4.5 Cash Receipts
06:00 | Miscellaneous Cash Receipts: Record money without an invoice.
07:23 | Unapplied Credits: Credit an account if you receive and advance from a grower. Keep track of the credit on their account and offset the credit to future invoices.
Keresa
September 1, 2019
Lesson 4.4 Enter, Edit & Print Invoices
This video covers invoice entry, printing, editing, correcting finalized invoices, and batch invoice printing.
Keresa
September 1, 2019
Lesson 4.3 Receivables Setup
This video covers G.L. Accounts for Receivables, Billing Descriptions, Terms, Messages, and Control Numbers.
Keresa
September 1, 2019
Keresa
September 1, 2019
Lesson 4.1 Labor Reports
Go through your Grower file settings for Labor Reports. Learn how to format Labor Reports the way you need them.
Keresa
September 1, 2019
Lesson 3.9 Employee Loans and After-the-Fact Payroll Entry
If you give employee loans, a separate window is available to set up automatic deductions for those loan.
Keresa
September 1, 2019
Lesson 3.8 Payroll Voucher, Journal, Tax Deposits & Export Checks to QB
If you need to print overflow information from check stubs or need to reprint an employee’s check stub you can use the Payroll Voucher window.
Once all the checks are done, we will update the Payroll Journal. This is the closing process to completing payroll.
Go over the Tax Deposit window and keep track of payments.
Keresa
September 1, 2019
Lesson 3.7 Reprint/Void & Reissue Checks
Need to Reprint damaged checks? Or Void and Reissue a check? Walk through the process of voiding, reissuing, and reprinting checks.
Keresa
September 1, 2019
Keresa
September 1, 2019
Lesson 3.5 Check Entry: Individual Time Card/Check
Example of entering an individual time card into the Check Entry window.
Keresa
September 1, 2019
Lesson 3.4 Import Payroll Data
Overview of importing payroll data from time collection apps.
Keresa
September 1, 2019
Lesson 3.3 Payroll Entry: Overtime, Sick Pay, Bonuses, and Breaks
Cover entering overtime, sick pay, bonuses, reports, and breaks to employee and crew payroll.
Keresa
September 1, 2019
Lesson 3.2 Payroll Entry Overview
Follow the workflow of payroll entry using the Daily Payroll Entry window.
Daily Payroll Entry: Use this window to enter crews or multiple employees at once. This window is also used to import payroll data.
Keresa
September 1, 2019
Lesson 3.1 Employee List Overview
Watch a general overview of the Employee List, including how to customize these lists to your specific needs.
Keresa
September 1, 2019