Financial Q & A

How do I edit a bank on a posted transaction?
To change the bank on your new account to manage refunds, follow these steps: 1. Go to Setup--> GL / Budget / Payables and click on the submenu Chart Of...
Thu, 13 Jun, 2024 at 10:04 PM
How do I add an account to the Chart of Accounts?
To add a new account in the Chart of Accounts, such as an Income or Expense account, follow these steps: 1. Go to Setup --> GL/ Budget/ Payables. 2. Se...
Wed, 19 Jun, 2024 at 1:22 PM
How Do I Setup Convenience Fees for my Form Payments?
 To Setup your Form Payment Convenience Fees follow these steps: Go Setup--> Receivables --> Payments. On the right side, there are settings fo...
Tue, 9 Jul, 2024 at 9:26 AM
RakefetOnline Security with Rakefet Unlimited
How does Rakefet Unlimited protect its users?   The Rakefet Unlimited team reviews data use behind the scenes to protect visitors from fraud, hate, disc...
Thu, 26 Sep, 2024 at 2:39 PM