• How can the Accountant send a reminder to someone to approve a PO.

    It is possible for the accountant from within Moneypenny to remind/resend/nudge the PO approver to approve a PO. To do so go to Purchase Orders / Modify Web POs. Rick click on the PO that you need to send a reminder for and click the Resend to Approver option. This…

  • How to grant access to Web Purchase Orders.

    This article will explain how grant access to crew members and non crew members alike so that they can access web related items including the ability to raise and approve PO’s using the Setup/Web Users option. This option can also be used for projects that are not using the Payroll…

  • Payroll – Wage Transaction Filing

    As well as the ability to file documents against a workers Employment Record there is also the ability to store specific documents such as time sheets and invoices against an employee per payroll transaction number. Other related filing articles You make also review some other help articles on the filing…

  • Accounts Receivable – Aged Debt Report

    To generate an aged debt report of debtor invoices outstanding, go to Accounts Receivable, Aged Analysis. You then will see the following form where you can enter the date in ‘As At Date’ field, then use a combination of other sort filters including detailed, summary and currency to create and…

  • Accounts Receivable – GST/VAT column missing

    When you enter an invoice in Accounts Receivable if you are missing the GST / VAT column please note that this is because the VAT Set up has not been completed. In the screen shot above, the currency is highlight in the orange box. Take note of the currency and…

  • Accounts Receivable – Cancel or Reissue Receipts

    To cancel receipts, select ‘Cancel or re-issue Receipts from the ‘Accounts Receivable menu as shown below. You will then see the following form. Select the bank account and enter the Receipt Number. To find the Receipt Number you can go to Accts Receivable – Find AR Transactions. You will then…

  • Accounts Receivable – Cancel or Reissue Posted Invoice

    To cancel any posted invoices, select ‘Cancel or re-issue Posted Invoices’ from the ‘Accounts Receivable’ menu as shown below. You will then be presented with the following form. From here you can select which transaction number to cancel as well as choose to either cancel the invoice outright, or re-instate…

  • Accounts Receivable – Filing

    To file attachments to your invoices after they have been entered, select the ‘Filing’ option from the ‘Accts Receivable’ menu. If you have any files in your AR Filing in-tray, the following form will be displayed. Just before the PDF is displayed, mydaEs processes it to determine if the document…

  • Accounts Receivable – How to resend debtor invoices

    Once an invoice has been entered, you can use the find AR transactions option to find the invoice in question. When you have found the invoice that you need to resend, right click and you will see the “Re-send email to debtor” option.

  • Accounts Receivable – How to save payment terms

    Different payment terms can be added for each debtor as explained in the following article. These payment terms will then be issued with each invoice that is entered and sent from Accounts Receivable