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Category Archives: Accounting

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  3. Category "Accounting"

The FIFO/LIFO Report

By Koushik DeyAccounting AdvancePro UniversityLeave a comment

Synopsis:

Learn a variety of ways to calculate your stock valuations.

May 9, 2018
Details
Work Orders in Manufacturing

Invoice Printing Settings

By Koushik DeyAccounting AdvancePro University Sales SetupLeave a comment

Synopsis:

  • How can I adjust the terms on my invoice?
  • How can I add the tracking number to my invoice in printouts or emails?
  • How can I add the balance Due on my invoice?

December 6, 2017
Details
Work Orders in Manufacturing

Jobs

By Koushik DeyAccounting AdvancePro University SetupLeave a comment

Synopsis:

  • How can I create and track customer jobs in AdvancePro?
  • How can I assign Vendor transactions to jobs?
  • How are jobs synced to QuickBooks?

December 5, 2017
Details

Email Templates and Selectors in AdvancePro 11.6

By Darryl ReidAccounting AdvancePro University Email Purchasing SetupLeave a comment

Synopsis:

  • How can I control and adjust email addresses used for sending vendor and customer orders?
  • How can I create and control email templates and signatures from AdvancePro?

August 2, 2017
Details

Multi Currency

By Darryl ReidAccounting AdvancePro University SetupLeave a comment

Synopsis:

  • How do I manage currencies and exchange rates in AdvancePro?
  • How does pricing work in multiple currencies?
  • How can I assign a currency to a vendor or customer?

July 5, 2017
Details

Taxes

By Darryl ReidAccounting AdvancePro University SetupLeave a comment

Synopsis:

  • What are Tax codes and how do I configure them?
  • What are Tax code considerations if I’m importing from an Ecommerce system or exporting to QuickBooks?
  • How can I assign a default tax code to a customer or vendor?
  • How can I mark a Customer, Vendor, or Product as taxable or tax-exempt?

May 17, 2017
Details

Customer Orders, Pick/Pack/Ship, and Invoice

By Darryl ReidAccounting AdvancePro University Basics Sales Shipping Warehouse ManagementLeave a comment

Synopsis:

  • How can I place a customer order for fulfillment?
  • How can I pick goods and create an invoice?
  • How can I make an immediate over the counter sale?

May 10, 2017
Details

Vendor Purchase Orders, Receiving, and Bills

By Darryl ReidAccounting AdvancePro University Basics Purchasing Receiving Warehouse ManagementLeave a comment

Synopsis:

  • How can I order items from a vendor?
  • What are my tracking capabilities for containers and international shipments?
  • How can I receive goods and reconcile the received goods with the vendor bill?
  • How can I make an immediate purchase and skip the receiving stage?

May 3, 2017
Details

Credit Card & Payment Processing

By Darryl ReidAccounting AdvancePro University Credit Card Payment SalesLeave a comment

Synopsis:

  • How can I take payment in AdvancePro?
  • How does Payment pass between QuickBooks and AdvancePro?
  • How can I configure and use Credit Card processing with AdvancePro?

April 5, 2017
Details

Freight on landing cost

By Darryl ReidAccounting AdvancePro UniversityLeave a comment

Synopsis:

  • How do I track vendor freight?
  • how do I track landed costs on products?
  • how do I set up a freight provider?
  • how do I track the cost of shipping to my customer?

March 17, 2017
Details
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