Updated Articles | Page 5

Step 4 — Creating Beginning Balances

Last Updated: 08/17/2022 in aACE System & User Setup Beginning Balances

Explains how to generate a zeroing entry for your accounts, then create a single general journal entry for your beginning balance values.
Processing Refunds for Vendor Purchases Made on a Credit Card

Last Updated: 08/16/2022 in Third Party Integrations Payment Processing

Steps for processing refunds from vendors for items purchased with a credit card.
Processing Refunds for Vendor Purchases

Last Updated: 08/16/2022 in Accounts Payable Making Payments to Vendors

Steps and best practices for processing refunds from vendor returns at the Receipts, Purchases, and Disbursements modules.
Processing Refunds for Customer Payments

Last Updated: 08/16/2022 in Accounts Receivable

Steps for issuing customer refunds through the Disbursements or the Invoices module.
Working with Volume Discount Pricing

Last Updated: 08/09/2022 in Pricing, Rates, and Commissions Pricing

Steps to set up and remove volume discounts on a line item code.
Pricing for Line Item Codes

Last Updated: 08/09/2022 in Pricing, Rates, and Commissions Pricing

Information and links about organizing pricing structures.
Adding Comments, Activities, Support, or Next Steps

Last Updated: 08/08/2022 in Universal Functions Notes and Record Log Comments

Steps for entering comments, activities, next steps, and support items in record logs.
Understanding Lead Management

Last Updated: 08/08/2022 in CRM Leads

Tips and guidelines for tracking next-steps, forecasting, and quotes for your leads.
Configuring Automation Schedules

Last Updated: 08/05/2022 in aACE System & User Setup System Management

Steps for setting the times when aACE will automatically run various system processes.
Using Search Operators for Better Results

Last Updated: 07/29/2022 in Universal Functions Searching Records

Tips for getting the most accurate and complete results for your searches.