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  • Change AR Aging from Invoice Date to Due Date

    Our company has decided they want to change the AR Aging Invoice by Invoice Date to Due Date. Is there anything I should be aware of or need to run after I change the option? I would assume there is some utility I need to run that will recalculate the…

  • How to make new customers appear in drop-down menu?

    When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…

  • Can you prevent AP / AR from using certain accounts?

    Is there a way to prevent AP from using revenue accounts and a way to prevent AR from using AP related accounts?

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