Category "Quick Guides"

There are 172 results found

Tips and Tricks for Month End & Year End Closing

This QuickGuide explains different QuickGuides and reports that are common for Month End & Year End Closing and information an accountant may request.

Inactivating General Ledger Accounts

This QuickGuide explains how to inactivate and reactivate general ledger accounts on the Chart of Accounts.

Clearing Old Invoices from the Account Current Reconciliation

This QuickGuide explains how to clear old invoices from the Account Current Reconciliation in Partner Platform.

How Debits and Credits Effect the Chart of Accounts

This QuickGuide explains how credits and debits effect different accounts on the chart of accounts in Partner Platform.

Running an Income Statement (P&L – Profit & Loss)

This QuickGuide explains how to run an Income Statement in Partner Platform (also includes instructions for when Branch Accounting is enabled).

Running an Aged Receivables Report

This QuickGuide explains how to run an Aged Receivables report in Partner Platform.

Running a Trial Balance Report

This QuickGuide explains how to run a trial balance report in Partner Platform.

Running an Account Transactions Report (Status of Accounts)

This QuickGuide explains how to run an Account Transactions report in Partner Platform.

Pulling Vendor Reports for 1099 Forms

This QuickGuide explains how to create a vendor payable report from Partner Platform to determine which vendors need to be sent a 1099 form.

Policy Updates vs Policy Endorsements

This QuickGuide explains the difference between policy updates and policy endorsements in the Partner Platform and how each are created.

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