Hi Adrian, Unforutnately I disagree with the previous post. We used to use the invoice date as the post date and could NEVER reconcile to the GL as there would always be an invoice being back dated. So now we use "today" as the post date. The only exception to using today as the post date is...

Has anyone submitted 1099's electronically to CT and does it work? I also have my vendor names set up as Last name, First (except for corporations). Will the commas cause a problem? Hope someone can help. Thanks! Joanne

In case you haven't heard, our first Accounts Payable End-of-Year Support Roundtable was a great success. If you missed it, make sure you register for one of our future sessions or check out the recording and PowerPoint from our last session. Here are some of the excellent questions your fellow AP...

Hey blog readers! I found a great post on The Book Bag that I wanted to share with you. If you've liked The Ledger time savers you must check out the Itty Bitty Timesavers post. It lists some great tips and tricks to save you a few seconds here and there. Remember, a few seconds saved on each task...

It's been a year since you last created your W-2s and 1099s. Do you need a refresher or are you new to the process? If you have any questions about end-of-year for AP or PY, make sure you attend one of our end-of-year Support Roundtable sessions. The Accounts Payable End-of-Year Support Roundtable...

Amounts? And Information? And Tax Forms. Oh my! Don't feel like the Scarecrow when it comes to correcting your 1099s and W-2s. Go see [speaking in a booming voice into a microphone] the great and powerful Wizard of 1099s and W-2s for help. Our brand new 1099 and W-2 Wizards are easy-to-use interactive...

I would like to use one date, the invoice date, for all three of these date fields. I understand the reason many use a different due date (because this effects the ageing report) however we don't use an ageing report. I don't understand what the need is for a seperate invoice and post date. Can...

Hey blog readers! We are often asked why Accounts Payable users are not able to update a vendor tax ID, so I thought this would be a helpful topic to talk about today. Beginning in The Financial Edge version 7.70 we implemented personal information security. This additional security option allows you...

Tax season is here again and it's time to start preparing 1099s for your vendors and reconciling Accounts Payable to the General Ledger. To help you with this annual process, here's a list of our most popular Knowledgebase solutions and online resources broken down by process. Get ahead of the...

Barb, I download our credit card statement from the website and paste it into an import spreadsheet I've created , put the coding in the appropriate columns in the spreadsheet and save as a csv file and import it directly into the vendor record. That way it shows up in the vendor record as well as...