- 1 -

1099

	Setting Up The Box 1099 Table
	1099 Form Setup
	1099 Setup
	1099 Forms

1099 Box

	Setting Up The Box 1099 Table
	1099 Setup

1099 Setup

1099 Tracking

	1099 Tracking
	Setting Up The Box 1099 Table

1099-MISC

- A -

Access Rights

	User Roles
	Assign Access Rights Button

Account

Account Address

Account Allocation

Account Allocations

Account Balance Revaluation

Account Beginning Balances

Account Catgegory

Account Class Validation

	Account Class Validation
	Validate Classes By Account
	Transaction Section
	Bill Expense Transactions
	Check
	Credit Card Charges
	Deposit
	Generate Account Class Validation
	Expense Transactions
	Journal Entry Transaction Section

Account Currency

Accounting Reports

Accounts Payable Reports

Accounts Receivable Reports

Activate Currency

Active

Activity Screens

Add time and expense entries to customer invoice

	Select Time and Expense
	Time Entries
	Expense Entries
	Item Entries

Adding a DashPoint

Adding custom fields to screens

Adding expenses to an invoice

Adding time to an invoice

Address

	Addresses
	Addresses
	Address
	Addresses

Adjust Inventory

	Adjust Inventory Quantity & Value
	Find Item Adjustment

Adjust inventory balance

Adjust Inventory Balances

Adjust inventory quantities

	Item Adjustment
	Physical Count Adjustment

Adjust Inventory Quantities

Adjustment

Affiliate

	Setting Up Consolidated Reporting
	Affiliate Companies

Allocation

	Distribution Template
	Line Item Allocations

Allocation Group

Allocations

Application Title

Apply a customer credit to an invoice

Apply a customer payment to an invoice

Apply a payment to a customer invoice

Apply Payment

Appy Credit Memo

Asset

Asset Types

- B -

Bank Account

Bank Account Address

Bank Deposit

	Deposit
	Find Deposit

Bank Fees

	Bank Fees
	Other Charges and Interest

Bank Statement

	Entering A Statement Opening Balance
	Reconciliation

Batch

	Using Batch Processing
	Batch Release

Batch processing

Batch Processing

Batch Release

Batch Reports

Batches

	Using Batch Processing
	Batch Setup

Beginning Balances

Bill

	Enter A Vendor Bill
	Bill
	Find Bill
	Item Receipt

Bill Expenses

Bill Time

Box 1099

Budget

	Budget Type
	Budget
	Budget Inquiry

Budget Comparison

Budget Inquiry

Budget Reports

	Budgets
	Financial Reports

Budget Revision

Budget Types

- C -

Cache

Cancel Customization

Cash Management Reports

Cash Receipts

	Cash Sale
	Find Cash Sales

Cash Sales

	Cash Sale
	Find Cash Sales

Chart of Accounts

Check

	Enter A Check
	Find Check

Check Numbering

	Assign Check Numbers
	Last Document Nbr

Check Reports

Checking Account

Checks

	Banking Information
	Document Format
	Print Checks

Class

Close Fiscal Year

	Close Fiscal Year
	Delete Fiscal Year Close

Closing

	Retained Earnings Account Mapping
	Close Fiscal Year

Commission

Company

Company Setup

Consolidated reporting

Consolidated Reporting

Consolidation

Copy data in list screens

Country

Create a purchase order

Create a requisition

Create a sales order

Create Credit Memo

Create credit memo from estimate

Create customer refund check from credit memo

Create invoice from estimate

Create Invoice From Estimate

Credit an Invoice

Credit Card

	Enter Credit Card Charges
	Credit Card Charges

Credit Card Charge

Credit Card Charges

	Credit Card Charges
	Find Credit Card Charges

Credit Card Refund

	Enter Credit Card Charges
	Find Credit Card Charges

Credit Card Refunds

Credit Memo

	Create A Customer Credit Memo
	Create Credit Memo From Estimate
	Find Customer Invoice
	Find Customer Payment
	Invoice/Credit Memo

Currency

Currency Entry

	Company Setup - Currency
	Currency Entry
	Currency Defaults

Currency Pricing

Currency Rate

Currency Rate Type

Currency Reports

Currency Setup

	Company Setup - Currency
	Currency

Custom Fields

Customer

Customer Balance Reports

Customer Beginning Balances

Customer Credit Memo

	Create A Customer Credit Memo
	Find Customer Invoice
	Find Customer Payment
	Invoice/Credit Memo
	Create Refund Check

Customer Currency

Customer Estimate

	Create A Customer Estimate
	Estimate
	Find Estimate

Customer Invoice

	Create A Customer Invoice
	Find A Customer Invoice
	Find Customer Invoice
	Invoice/Credit Memo

Customer Messages

Customer Order

	Create A Sales Order
	Find Sales Order

Customer Payment

	Enter A Customer Payment
	Enter A Customer Payment And Apply To An Invoice
	Customer Payment
	Find Customer Payment

Customer Refund

Customer Refunds

Customer Type

Customization

	Other
	Other
	Other
	Other
	Other
	Other
	Other
	Other

Customization Manager

Customization Resources

Customize Reports

Customize Screens

- D -

DashBoard

	DashPoints
	DashBoards
	DashPoints
	Adding DashPoints To A DashBoard

DashPoint

	DashPoints
	DashBoards
	DashPoints
	Adding DashPoints To A DashBoard

Data Entry

Defaults

Delete Fiscal Year Close

Deleting a check

Deleting a payment selection

Deposit

	Enter A Bank Deposit
	Deposit
	Find Deposit

Deposits

Depreciation

	Asset Type
	Fixed Asset

Destination Accounts

Distribute Amount

Distribute Expense

Distribute Transaction

Document Currency

	Currency Entry
	Currency Defaults

Document Entry

Document Format

- E -

Edit Window

Employee

Employee Currency

Employee List Reports

Employee Time Entry

Enter

Enter a bank deposit

Enter a check

Enter Budgets

	Budget
	Budget Inquiry

Estimate

	Create A Customer Estimate
	Estimate
	Create Credit Memo From Estimate
	Create Invoice From Estimate
	Find Estimate

Estimate Reports

Excel

Expense

Expense Items

	Bill Expense Transactions
	Expense Transactions

- F -

Filter data in list screens

Finance Charges

Financial Reports

Find

	Find
	Using Find Lists

Find List

	Find
	Using Find Lists

Fiscal Year Close

Fixed Asset

	Fixed Asset
	Asset Adjustment

Fixed Asset Adjustment

Fixed Assets

- G -

General Ledger Reports

Generate Recurring Invoices

	Generate Recurring Customer Invoices
	Generate Recurring
	Generate Recurring
	Generate Recurring

Generate Recurring Journal Entries

Generate Recurring Payables

Generate Recurring Vendor Bills

Getting Started

Graphics

Group data in list screens

- H -

Hand Check

- I -

Interest

Interest Earned

Inventory Adjustment

Inventory Items

Inventory Receipts

	Bill Item Transactions
	Item Transactions

Inventory Reporting

Invoice

	Create A Customer Invoice
	Create Invoice From Estimate
	Find Customer Invoice
	Invoice/Credit Memo
	Select Time and Expense

Invoice a sales order

Invoice Account Coding

Invoice Accounts

Invoice an order

	Sales Order
	Ship & Invoice

Invoice Coding Error

Invoice customer

Invoice Numbering

	Assign Invoice Numbering
	Last Document Nbr

Invoices

Issue Inventory

Issue inventory to a job

Issue inventory to jobs

Item

Item Adjustment

	Adjust Inventory Quantity & Value
	Item Adjustment

Item Adjustments

Item Prices

Item Receipt

Item Sale

	Enter An Item Sale Document
	Find Item Sale
	Item Sale

- J -

Job

Job Activities

Job Budget

Job Budget Inquiry

Job Budgets

Job Estimate

Job Inventory

Job Reporting

Job Status

Job Task

Job Tasks

Job Type

Journal

	Find Journal Entry
	Journal Entry

Journal Entry

	Find An Existing Journal Entry
	Find Journal Entry
	Journal Entry

- K -

Key Segments

	Distribution Template - Edit Window
	Key Segment Definition - Edit Window
	Key Segment Definition
	Key Segment Validation - Edit Window
	Key Segment Validation

Key Values

Keyboard

- L -

Line Item Allocations

List Reports

List Screens

Login

- M -

Manual Check

Menu

MICR

	Setting up Checking Accounts to use MICR Encoded Checks
	Address
	Banking Information

Multiple addresses for jobs

Multiple Bill To Addresses

Multiple Purchase From Addresses

Multiple Remit To Addresses

Multiple Ship To Addresses

- N -

Non-Stock Items

- O -

Opening balance for bank reconciliation

Opening Balances

Other Name

Other Name Currency

Other Names List Report

	Other Names Contact List
	Other Names List

Out of Balance Documents

- P -

Parent Company

Pay Bills

Pay Vendor Bills

Payment

	Enter A Customer Payment
	Enter A Customer Payment And Apply To An Invoice
	Customer Payment
	Find Customer Payment

Payment History Reports

Payment Method

Payment Method List Report

Payment Selection Reports

PDF

Physical Count

Point of Sale

Price Level

	Item Sales Price
	Price Level

Pricing

Print a report

Print Checks

	Print Checks
	Print Checks

Print Credit Memo

Print Credit Memos

Print Customer Credit Memo

Print Customer Invoice

Print Invoice

Print Invoices

Printing

Project

Purchase Order

	Receive Purchase Order
	Find Purchase Order
	Receive Purchase Order
	Purchase Order
	Purchase Order Approval

Purchase Order Approval

Purchasing Reports

- Q -

Quick Maintenance

- R -

Realized Gain/Loss

Reason Codes

Receive Inventory

	Bill
	Additional Functionality
	Receive Purchase Order
	Item Receipt
	Additional Functionality
	Receive Purchase Order

Reconcile

Reconciliation

	Entering A Statement Opening Balance
	Reconciling An Account With Your Bank Statement
	Find Reconcile
	Reconciliation

Reconciliation Reports

Reconciling a bank account

Recurring Bills

Recurring Invoices

	Find Recurring Customer Invoice
	Generate Recurring Customer Invoices
	Recurring Customer Invoice

Recurring JE

Recurring Journal

Recurring Journal Entries

Recurring Journals

Recurring Payables

	Find Recurring Vendor Bill
	Generate Recurring Vendor Bills
	Recurring Vendor Bill

Recurring Receivables

Recurring Vendor Bills

	Find Recurring Vendor Bill
	Generate Recurring Vendor Bills
	Recurring Vendor Bill

Refresh

	Refresh
	Refresh All

Refund Check

	Issue A Customer A Refund Check
	Invoice/Credit Memo

Reimbursable Expense

	Bill
	Item Receipt

Reject Purchase Order

Reject Requisition

Remove Customizations

Report Drilldown

Report Ony Transactions

Report Output Format

Report Parameter Dropdown List

Report Selection Dropdown List

Report Selection Parameters

Reporting

Reports

Require Job

Requisition

	Requisition
	Requisition Approval

Requisition Approval

Retained Earnings

Return inventory to stock

Revaluation

Reversing Entries

Reversing Journal Entries

Right By Function

Right Click

Rollup

RTF

- S -

Sales Order

	Create A Sales Order
	Find Sales Order
	Sales Order

Sales Order Reports

Sales Price

Sales Reports

Sales Tax

	Setup Sales Tax
	Sales Tax Groups
	Sales Taxes

Sales Tax Group

Sales Tax List Report

	Sales Tax Group List
	Sales Tax List
	Sales Tax Rate History

Salesperson

Salespersons

	Customers
	Salespersons

Save Customizations

Schedule Bills

Schedule Invoices

Schedule Journal

Segment Definition

	Distribution Template - Edit Window
	Key Segment Definition - Edit Window
	Key Segment Definition
	Key Segment Validation - Edit Window

Segmented Accounts

Segmented Class

Segmented Fields

Select vendor bill for payment

	Select A Vendor Bill for Payment
	Pay Bills

Sell inventory

Separate Check

Server

	Server
	Setting Up A Server Reference

Service Charges

Service Items

Setup 1099

Setup Options

Setup sales taxes

Ship an invoice

Ship an order

Ship customer order

Ship order

Ship sales order

Shipping items

Shipping Method

Shortcut

Sorting data in list screens

Special Forms

Statement

Status Bar

Stock Items

Subcontractor Time Entry

Subsidiary

- T -

Tab

Task

Tasks

Tax Form

Tax Preparation

Tax Reporting

Terms

Terms List Report

Tiered Pricing

Time

Time Entry

	Enter Employee/SubContractor Time
	Find Time Entry
	Time Entry

Time Entry Reports

Time Reports

Timesheet

	Find Time Entry
	Time Entry

ToolBar

Transaction Reports

- U -

Unfinished Transactions

Unit of Measure

Units

Unrealized Gain/Loss

User

	User Roles
	User Setup

User Roles

Using Find Lists

- V -

Vendor

Vendor Balance Reports

Vendor Beginning Balances

Vendor Bill

	Enter A Vendor Bill
	Bill
	Item Receipt

Vendor Credit

Vendor Currency

Vendor Discounts

Vendor Invoice

Vendor Type

Void Check

	Void A Check
	Void Check
	Void Checks
	Void Checks

Voiding a check

	Void A Check
	Void Check

- W -

What If Reporting

Write Check

- Y -

Year  End Closing