Category "Quick Guides"

There are 78 results found

How do I hide social security numbers (SSN) in Partner XE?

This Quick Guide explains how to hide social security numbers for clients, contacts and individuals within Partner XE.

How do I pay an account current in Partner XE?

The article is related to paying your account current for the companies you owe.

How do I locate an invoice, receipt or other transaction not appearing on the client ledger?

This article explains how find a missing transaction on the client ledger.

How do I search for an invoice by invoice number?

This Quick Guide explains how find an invoice by invoice number.

How do I record an electronic bank transfer?

This article explains how record an electronic bank transfer. This is used to move money from one account to another electronically.

How do I enter a DB commission receipt with MVR or other expenses?

This quick guide explains how to record a direct bill commission receipt with an expense.

Generating Year-to-Date Employee Reports (for 1099s and W-2s)

This QuickGuide explains how to generate a report for employee pay and commissions.

How to show a returned premium for a cancelled policy

This quick guide explains how to process a returned premium for a cancelled policy. This includes how to create a credit invoice, process the refund and how to receive the money from the company by reconciling the invoice.

Sending an Email Using a Template

This QuickGuide explains how to use a template to create an email message.

How do I print the vendor account number on checks automatically?

This Quick Guide explains how to set up a vendor in the accounting module so that the account number prints on the checks.

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