PSA: Ledger & Payables (13 Sub-Sections)
Accounts: Bank Accounts and GL Accounts
Bill Pay / Positive Pay
- PSA L&P - Bill Pay: How to enable Bill Pay
- PSA L&P - Bill Pay: How to search for and create "Bill Pay" Checks
- PSA L&P - Bill Pay: How to set up Bill Pay
- PSA L&P - Positive Pay: Getting an error when uploading positive pay file
- PSA L&P - Positive Pay: How Positive Pay processes voids
Budgets
- PSA L&P - Budget: How do filters affect the 'Same as Current Year's Budget/Actual' outcomes
- PSA L&P - Budget: Why no Proposed Budget amounts show on the Monthly Budget/History Report
- PSA L&P - Budgets: Can changes be made to a budget?
- PSA L&P - Budgets: How to choose which Budget Entry method to use
- PSA L&P - Budgets: How to create next year's budget using the export/import method
Checks and EFTs
- PSA L&P - Checks alignment: Checks are not printing in the format in which they are set up to print
- PSA L&P - Checks: Can punctuation or spaces be used in a check number?
- PSA L&P - Checks: Check date error message
- PSA L&P - Checks: Duplicate Check Numbers
- PSA L&P - Checks: Error message "The Dimensions of this page are out-of-range. Page content might be truncated"
Credit Cards
- PSA L&P - Credit Card: How to clear old or duplicate transactions from a credit card reconciliation
- PSA L&P - Credit Cards: How to balance a credit card reconciliation when there is a fraudulent charge on the statement
- PSA L&P - Credit Cards: How to reconcile a credit card account
- PSA L&P - Credit Cards: How to reopen a credit card reconciliation
- PSA L&P - Credit Cards: How to resolve the issue when your credit card reconciliation won't balance
Dashboard
Imports
Projects
- PSA L&P - Projects: How to add or change a project on a bill that has already been paid
- PSA L&P - Projects: About Projects (FAQ)
- PSA L&P - Projects: Do Projects print on reports?
- PSA L&P - Projects: How to change a Project's Project Group
- PSA L&P - Projects: How to change the Project Group Name
Reconciliations: Bank Recs and Credit Card Recs
- PSA L&P - Bank Reconciliation: How to have deposit comments show on bank reconciliation
- PSA L&P - Bank Reconciliation: A journal entry can be made for a date that is in a closed bank reconciliation
- PSA L&P - Bank Reconciliation: How to change or add the interest and service charge accounts
- PSA L&P - Bank Reconciliation: How to change the amount of a service charge or interest while processing a bank reconciliation
- PSA L&P - Bank Reconciliation: How to change the date on a bank reconciliation
Reports
- PSA L&P - Reports Print Preview: Error | Out of bounds page reference, limit is 1"
- PSA L&P - Reports: A beginning balance is showing on financial statements prior to the date entered
- PSA L&P - Reports: A transaction is not showing on Statement of Activities
- PSA L&P - Reports: Account balance report balance does not add up as expected
- PSA L&P - Reports: Can Invoice Numbers be displayed on a report?
Transaction Entry: Bills, Deposits, Journal Entries, and Memorized Transactions
- PSA L&P - Deposit: How to enter a deposit in a closed period
- PSA L&P - Deposit: How to manage the error, "This record requires at least one item"
- PSA L&P - Bills: How to correct the distribution accounts on a paid bill
- PSA L&P - Bills: How to troubleshoot a bill that will not submit but just disappears and the same bill number is showing
- PSA L&P Transactions: How to attach a file to a transaction
Vendors
- PSA L&P - Vendor Error: Vendor name is already in use, record could not be saved
- PSA L&P - Vendors: How does the 1099 Vendor Name get created and can it be edited?
- PSA L&P - Vendors: How to add a vendor
- PSA L&P - Vendors: How to add and use a vendor account distribution
- PSA L&P - Vendors: How to assign a default check memo to a vendor
PSA: Training Videos - Ledger & Payables
- PSAv L&P - Checks: How to Spoil (Video)
- PSAv L&P - Create Transactions from Memorized (Video)
- PSAv L&P - Credit Card Reconciliation (Video)
- PSAv L&P - Hot Keys (Video)
- PSAv L&P - Import Journal Entries (Video)