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Itty Bitty Timesavers
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...
Posted to
Weblog
by
Jennifer Maroney
on 11-17-2009
AP and PY End-of-Year Support Roundtables
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...
Posted to
Weblog
by
Jennifer Maroney
on 11-12-2009
The Great and Powerful Wizard
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...
Posted to
Weblog
by
Jennifer Maroney
on 11-10-2009
Payroll End-of-Year Resources
Tax season is here again and it's time to start preparing W-2s for your employees, prepare for next year, and reconcile Payroll 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...
Posted to
Weblog
by
Jennifer Maroney
on 10-30-2009
Payroll Post Notes: Update Compensation Types with Ease
Do you have employees receiving pay raises or do you need to update benefits and deductions? Don't go through the process of first changing the existing record to inactive and then adding a new record, trying to remember the options selected on the original record; do it all at once using the Change...
Posted to
Weblog
by
Jennifer Maroney
on 10-15-2009
Journal References Are Supposed to Mean Something?
Do you ever wonder what the transaction Reference column on the General Ledger Report or Post Report means? If you do, then this post is for you! The Reference, also known as journal reference, is created when you post from subsidiary ledgers (AP, AR, FA, CR, SB, and PY) or in detail from The Raiser's...
Posted to
Weblog
by
Jennifer Maroney
on 10-06-2009
Purging Records
Have you ever wanted a record, or a group of records just gone? I mean completely gone. This is something you can do in The Financial Edge. We call it purging records. Why would you want to purge records? There are a variety of reasons. You may need to purge records to make corrections, such as needing...
Posted to
Weblog
by
Karen Badham
on 09-24-2009
Payroll Post Notes:Track Rehires' Length of Service
Do you have students that only work for you during the school year? Whatever the reason for rehiring the employee, make sure the rehire event is associated with a hire event. This allows you to accurately track the employee’s length of employment. Remember, in order to calculate payroll for an employee...
Posted to
Weblog
by
Jennifer Maroney
on 09-11-2009
An Easy Way to Open a Group of Records
Have you ever had a situation where you need to edit a whole list of records? There are many ways you can do this, from editing each record individually, to global change , to import . But what if what you are trying to accomplish can't be done with global change or import and the task seems too...
Posted to
Weblog
by
Karen Badham
on 08-28-2009
The Best Button Ever
I am going to share with you one of my favorite tips for importing. It’s called the browse button. This button will give you examples of what the import will take for a particular field. On the Fields tab of the import parameter, highlight an import field line and then click the Browse button. It’s in...
Posted to
Weblog
by
Karen Badham
on 08-13-2009
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