Accounts Receivable – New Customer Setup

HiPoint > CM module > Add Update the following fields: Customer number: last 7 digits of telephone number. Add “A” if this number is in use. Store name: fill in month and year as four digits (eg 0413) after the customer name to identify creation date. ship to address Tables: Currency: CAD terms ship...

Accounts Payable – Payment Record

Updated by VS May 1, 2013   RUN REPORT: Reports > Accounts Payable > A/P Vouchers Selections: toggle radio button to “Vendors” Convert to domestic currency: No Sort: By vendor by invoice date by invoice Destination: Print GO This will print out ALL invoices that are outstanding. I usually pay...

Accounts Payable Creation

Originally updated by VS April 4, 2013 HiPoint AP Module Get vendor/supplier Add new … use Tab to navigate: Invoice, amount, date Reference: enter vendor name for Preferred Service and UPS. P.O. - enter the PO(‘s) if vendor invoice, Select ‘Auto Dist’ button (bottom of screen) Create taxes: Yes for most...