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This article explains the various download processes and what to do if your downloads do not come into Partner XE™ automatically. It will also explain how to restart the Download Transfer Utility if it has stopped running.
This “cheat sheet” explains what the format and colors indicate on the Client Ledger in Partner XE Accounting. With v2.0, a remarks column is also available on the client ledger.
The quick guide explains how to add a quote invoice from the client ledger. Quote invoices do not hit your books and do not effect your accounting balances.
Post Date is available for Agency Bill Invoices. This allows the user to set a date into the future to post the invoice. This delays any effect on accounting balances until the post date is reached.
This article explains how to add invoice transaction types in the Accounting module within Partner XE.
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