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Finding Specific Details....Quickly |
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Sometimes you know that in December last year you paid for new tires for the Town's Snowplow but who did you buy them from? Or your check register is not balancing and you are looking for the check that didn't clear? Or you and the treasurer are trying to figure out which receipt is missing when you are trying to reconcile...There are easy ways to do this. |
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You can use your selection tab to narrow results in the:
List of Invoices
Check Register
List of Receipts
List of Accounts. |
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You can use the selection tab to narrow the results for a report. You limit the time parameters. You can select a specific vendor. In the List of Accounts, you can select a beginning account number and an ending account number.
Then you can create reports and make PDFs. For:
List of Invoices run reports 17 or 18.
Check Register run report 70.
List of Receipts run reports 87 or 88.
List of Accounts run report 53.
You can then use CTRL F to find specifics within the PDF.
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As always, if you have questions about how to use these tools, we are hear to help. Email us at support@townhallinc.com or schedule an appointment through our website.
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