Keyboard Shortcuts in Sage Intacct
Help yourself save time by using these keyboard shortcuts in Sage Intacct.
Help yourself save time by using these keyboard shortcuts in Sage Intacct.
Learn how to utilize user preferences for a more personal experience in Sage Intacct.
Currently, users are granted or denied access to tasks in Sage BusinessWorks on a company-by-company basis. This software tip covers how to set up and troubleshoot security and user access.
Learn the pros and cons of credit card clearing accounts and provide step by step instructions on how to set one up in your MIP system.
Learn how to Delete Item Numbers, Renumber Item Numbers, and/or Merge Item Numbers. The utility program in Sage 100 that is used to complete this task can be found in the Inventory Management module under the Utilities menu called Delete and Change Items.
Are you wanting to clean up your bank reconciliation in Sage BusinessWorks? Here are three options that can help.
Learn how to correct an AP invoice with ease and also to be able to reference the steps in the future.
Learn how to set up the Entry Dates table and use it to your advantage when closing months in MIP.
Have you had instances where you had to create multiple vendors? Learn how to clean up your vendor list by merging them into one record with multiple addresses.
Learn how locking and unlocking reconciliations affect entries on the Suspense Items tab in MIP.
In this tip, we will explain what a segment is, as well as the type and how each segment is used.
Do you process accrued expenses, accrued revenues, or other adjusting type entries in Abila MIP? MIP has a feature that will automatically create the reversing ...
Learn how to save time and make your work more efficient.
Learn the steps to take to get your MIP report to fit on one page.
Managing multiple accounts can be tricky. Keep reading to find out how to transfer balances from one fund to another.
MIP has a budget worksheet wizard that will allow you to follow a few simple steps and create a new version of last year's budget to meet this year's requirements.
Learn how you can find an amount, even if you have no other information like a vendor number, General Ledger code, or transaction date.
Do you attach supporting documentation to AP invoices in MIP? Did you know that you can complete this even after the invoice has been posted? ...
If you regularly run MIP™ reports, you're going to want to see this tip!
Learn how MIP can automatically split entries using distribution codes.
Is the Check Register not providing you with enough detail? Try out this report next time.
Recurring entries are powerful and a great way to gain efficiency. But how do you set one up and what happens if you need to stop it early?
Learn how to copy/reverse documents and sessions in MIP Fund Accounting.
Want to make your budgeting process even easier? Learn how to take the next step in modifying a copied budget.
Enter the wrong starting check number or misfeed the checks in the printer? We have all been there. Check out this tip for help fixing mistakes that occur with Payroll and Accounts Payable checks.
Learn how to view MIP™ screens more easily.
Do you filter reports in MIP? Are you aware of the 'Like' and 'In' Operators? These are useful when filtering information by means other than ...
Learn the various ways to retrieve attachments in MIP.
Abila MIP Fund Accounting has 4 ways of recording a check. The method chosen will depend on whether the item is in AP and whether ...
Learn how a simple setting can improve the response time when selecting AP invoices in MIP Fund Accounting.
Learn more about what this technology could look like in your organization.
Vendor defaults are helpful when you have a vendor that uses the same General Ledger and/or Chart of Accounts coding. It will pre-populate certain accounts once you begin an entry.
Learn three simple steps to email invoices in MIP Fund Accounting.
MIP defaults allow you to pre-populate certain data entry fields in MIP, so that you don’t have to type or make a selection each time you input an entry.
Find out how to use the Account Wizard in MIP.
Regarding the four dates on the various Report/Setup tabs: Most Abila MIP Fund Accounting financial reports allow you to report on Current Period and/or Current Year information by making the appropriate selection on the Contents tab.
So many report dates! Why? Cross-fiscal year reporting is one of the many benefits of Abila MIP Fund Accounting. Learn how to use it in ...
Are you confused about the date fields in MIP when entering transactions? Find out what each of the date fields represents in this software tip.
Learn about this useful feature in Microix to help your purchasing department make life much easier.
Learn about the two different dashboard interfaces that MIP Cloud offers which can be used simultaneously to complete various tasks.
Learn about some changes that will help ensure that your information is correct when it comes time to process your 1099’s.
Learn how you can compare and review unposted transactions in your Financial Statements prior to posting.
Learn how to run Data Integrity Checks for various modules that can be run individually or all at once.
Trying new things in MIP is exciting but can be stressful as you don't want to compromise your data. Eliminate that fear by creating a copy of your database.
Learn how to void an accounts payable check voucher in MIP.
Vendors come and vendors go, but they don't have to be stuck on your vendor list once you are no longer doing business with them.
Learn how to enable budget checking feature to warn/prohibit if over budget.
Get a better understanding and build your confidence about entering date fields in MIP Fund Accounting Data Entry.
Learn how you can share your favorite folders with other Abila MIP users in your organization from Process Manager.
Stay current on all the important upgrades and updates for your MIP Fund Accounting software™. Don't miss out on the most efficient and up to date versions of your software.
Follow the steps in this software tip on how to reverse a posted accounts receivable receipt or prepayment (ARC) in MIP.
The AP/AR aging reports can present what appear to be inaccurate numbers. To analyze the financial picture that is painted it is important to understand how transactions are included in the report and with what date.
When the Accounts Receivable Billing Module is owned, it allows the user to create, print, and email the actual AR invoice to the customer. Without it, the user can only enter manual AR invoices, ARB’s into MIP. The steps in this software tip outline how to create a system-generated AR invoice through the MIP Fund Accounting Software.
Find out what you should know about a pay period leap year.
In the v2013 release of MIP Fund Accounting, vendors can now have multiple check addresses. Learn how to use this new feature and clean up your current vendor list if you had to accommodate this with a workaround previously.
Learn how to make your organization more secure using the security updates from the latest release in MIP.
Updates in MIP are always installed on the server. Find out how, when and where.
Learn about the process of adding the cost of excess life insurance to an employee's W-2.
Are you having trouble with AR overpayments? Go through these three scenarios and their helpful steps.
You have received a payment from a customer for an outstanding invoice. The steps in this software tip cover applying the payment to the invoice.
Increase your productivity in day to day operations by learning to use BusinessWorks keyboard shortcuts.
Learn about updates to internal reports in Sage BusinessWorks that has made it easier to export information to an Excel spreadsheet or a Word document.
What's a Reversing Journal Entry, and why would I need one? Should I void an entry instead? Learn how to do both.
Learn how you can make corrections to an Accounts Payable invoice.
Sage BusinessWorks offers functionality that can help you minimize your typing by allowing you to create a journal entry template.
Learn how to review and test your company's financial information by testing your data to make sure transactions are in alignment.
There are a number of situations that can cause your statement to not reconcile properly. Read about some common issues & what you can do to resolve them.
One easy way to determine the success of your month-end close is by reviewing the Audit Report. This can be done in a few easy steps.
Learn how to reverse a payroll check in Sage BusinessWorks.
Wouldn't it be convenient to have one place from which you can generate all the reports you need? Learn how Sage BusinessWorks allows you to do that.
Having critical business information at your fingertips is essential to managing a healthy, successful company. If you are lacking access to the business information needed ...
A stranded task or user can interfere with performing exclusive operations in Sage BusinessWorks and must be cleared. Learn the steps to reset users and tasks.
Sage BusinessWorks has had the ability to create a “template” for consistent data entry.
Have you paid the wrong vendor and needed to fix it? Learn how to void the payment made to the incorrect vendor.
Learn how to setup the deduction to withhold the employees’ contributions.
Learn the reasons why you might need to rebuild your Sage BusinessWorks data files, and how to do it properly in this software tip.
The Power Search option within the Lookup feature is a powerful querying tool, but did you know you can also use this for on-the-fly reporting?
Have you ever checked off hundreds of line items on your bank statement, only to be told by BusinessWorks that you're STILL out of balance? ...
Learn how to void vendor checks in Sage BusinessWorks.
Learn how to set up the 1099 information so that BusinessWorks can track the payments.
We all know it's well past the year 2000. However, when you run an AP Aging Report, you’re seeing invoices with a date of 01/00 ...
Learn how to replicate an export banking feature called Positive Pay that Sage BusinessWorks does not have by creating your own custom export in BusinessWorks.
Learn how the “Cash” option works in various Accounts Receivables transactions.
Learn how to add the Employer Contribution directly to the employees’ W-2s in Sage BusinessWorks.
Occasionally, new employees are hired and you want to give them access to your Sage BusinessWorks accounting software. You have the ability to permit or ...
Learn how to setup an Employer Contribution to minimize or even eliminate manual calculations.
Have you accidentally posted a customer payment to the wrong customer or wrong invoice? With a few steps, you can correct an inappropriately applied payment.
Do you take advantage of your BusinessWorks System Manager? Learn where you can find the System Manager and what critical information it contains.
Normally, Sage BusinessWorks users enter invoices using Enter Invoices and edit vendor information using Maintain Vendors. Learn how you can speed up the process.
Learn how to refund a customer overpayment instead of leaving an open credit on their account.
So, you’re trying to run a report, and it just doesn’t want to show up. Learn the steps you can take to get your report to open in Sage BusinessWorks.
Learn the steps to export your contacts into a Microsoft Excel spreadsheet that can later be used as the mailing label data in Microsoft Word's label ...
Having issues generating your Payroll report? Check out a few helpful tips to have your Payroll report run in Sage BusinessWorks.
Learn how an Attachment Manager can keep important files right at your fingertips.
A month end close that does not complete successfully leaves your data in an unknown state. Learn what you should do if you ever have something happen during a month close.
Your company's financial data is a critical record of your fiscal history and is crucial for protecting your business’ continuity. Yet many times, not enough ...
Learn how to create expense Allocation Tables to automatically proportion an invoice balance among multiple GL accounts.
There are many reports available within Sage BusinessWorks, some of which might seem more useful than others. Learn how Flash Reports can provide statistics about your company’s performance from different viewpoints.
Minimize the physical checks that you print and learn how to create a Direct Deposit file that you can upload to your bank.
Learn the two ways that you can process a bonus check using Sage BusinessWorks.