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
Bills
- PSA L&P - Bills: An unpaid bill may be deleted with proper permissions
- PSA L&P - Bills: Can I delete a bill after voiding a check
- PSA L&P - Bills: Can unpaid bills be sorted by vendor?
- PSA L&P - Bills: How are the invoice date and the actual invoice date on the bill entry screen used?
- PSA L&P - Bills: How the date of an expense is recorded in an accrual basis accounting system
Deposits
- PSA DMO Integration - Deposits: How to record deposits through Offering integration
- PSA DMO Integration - Deposits: If I get an error when closing my offering batch, will it still record my deposits in Accounting after I fix the error?
- PSA DMO Integration - Deposits: What to do if a revenue account was mapped incorrectly
- PSA DMO Integration - Deposits: What to do if the offering batch was mapped to the wrong bank account
- PSA DMO Integration - Deposits: When will the DMO Offering deposit be posted in accounting and what will the deposit look like?
Journal Entries
- PSA L&P - Beginning Balance: How to alter a beginning balance
- PSA L&P - Imports: How to import a journal entry
- PSA L&P - Journal Entries: How to record a deposit to or a withdrawal from a savings account, or an electronic funds transfer between bank accounts
- PSA L&P - Journal Entries: How to record a withdrawal from a checking account
- PSA L&P - Journal Entry: How to make a correcting Journal Entry
Memorized Transactions
- PSA L&P - Memorized Transactions: How to edit a memorized transaction
- PSA L&P - Memorized Transactions: Why is the memorize option not available?
- PSA L&P - Memorized: How to create, modify, use, and delete memorized transactions
- PSA L&P - Memorized: How to view memorized transactions
- PSA L&P - Memorized: Some memorized transactions are missing
Transactions
- PSA L&P - Moving Money: How to move money from Bank Account A to Bank Account B (two options)
- PSA L&P - Payroll Entry: How to manually enter payroll when using 3rd party payroll processor
- PSA L&P - Transaction Entry: Can a Net Asset account be used in transactions?
- PSA L&P - Transaction Entry: How to stop the drop down date from covering part of the calendar
- PSA L&P - Transaction Entry: What to do when the wrong transaction has been deleted