Go to Accts Receivable – Master File You will then see a list of any debtors. As usual, the column titles are buttons that can be used to sort those columns. We also have the white fields above each column where you can start typing in any text, and the…

To mark an invoice as being paid go to Accts Receivable – Receive Money You will then be presented with the following screen. On this screen we get to choose the Bank Account the funds were paid in to. We can get choose the Receipt Number and the date the…

To view your posted and un-posted transactions together you can use the ‘Find AR Transactions’ form located in the ‘Accts Receivable’ menu. You will first see the following selection screen as below. From here you can choose to select a  range of document dates, a transaction range, an invoice, an…

To modify and or post your entered invoices please select ‘Unposted Invoices’ from underneath the ‘Accts Receivable’ menu. You will then be presented with a screen showing you all of your un-posted invoices. If you wish to modify an invoice then just double click the entry you wish to modify…

To print a report of your un-posted invoices select ‘Audit Report’ from the ‘Accounts Receivable’ menu. You will then see the following selection screen. From here you can filter down the transactions that will be printed on the report. You can select only those transactions in certain batch codes, a…

Any invoices created through the Accounts Receivable module can be given a footer that will print on the bottom of your invoices. This can be used to provide additional payment instructions to your clients. For projects with one currency you will need to enter your bank details as explained in…

What is IR35 HMRC introduced IR35 (or the ‘off-payroll working rules’) in 2000 to tackle what they call ‘disguised’ employment, i.e. individuals working through their own company, who would be employed if engaged directly, therefore having the right to all the tax breaks that those working under limited companies receive….