Home » How Tos (Procedures) (Page 2)

How Tos

Step By Step Procedures For Specific Tasks

HTML E-Mailer

You can use HTML in your Simple Accounting e-mails by activating the following Global Option: MOD: E-Mail PARAM: EnableHTML VALUE: 1 You can apply this to the boiler plate text you append to each form you send out as well as the text in each e-mail.

Posted In: How Tos (Procedures)

Automatically Create An RFQ From A Sales Order

You can create a new Request For Quote (RFQ) from an existing Sales Order Line Item in two ways: From a Sales Order 1. Open any Sales Order 2. Click on any Line Item to get to the Line Item Detail Window (the 2nd screen). 3. Right click on any line item in the Sites/Quantities… Read more.

Posted In: How Tos (Procedures)

When is it safe to run G/L Rebalance?

There really is no harm in running the G/L Rebalance function whenever you like–so long as one knows what to expect. Usually when a Rebalance creates unexpected results it’s because not all periods were either locked or unlocked. It’s like a waterfall from one period to the next. You’re in Period 4 of the year…. Read more.

Posted In: Accounting, Troubleshooting



How Can We Help?

Other Ways To Reach Us

Sending your message. Please wait...

Thanks for sending your message! We'll get back to you shortly.

There was a problem sending your message. Please try again.

Please complete all the fields in the form before sending.


Add this topic to your list of favorites?