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Citus

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Posts posted by Citus

  1. 21 hours ago, Darth Techicious said:

    Hello Citus, 

    It's my understanding these applications don't have a feature like the one you are mentioning. There is an option that allows you to integrate the applications to apply payments or credit notes but not to import invoices and orders. In case you would like to know more about this option to apply payments between the applications, please see the information below. I found it on their website. 

    Express Invoice

    1. When you apply a payment or a credit note in Express Invoice, select the checkbox for Update Express Accounts
    2. The Receipts and Deposits window will open in Express Accounts
    3. Complete the information in this window
    4. Click the Record button

    This is the reference link: http://www.nchsoftware.com/accounting/kb/1124.html

    Thanks very much.

    Since my assistant will be using the EI via web access, will this be possible?

    Thanks 

  2. I run express invoice and express accounts on separate PCs but I want to upload the invoices created in EI into EA. I have seen this feature; IMPORT INVOICE FROM CSV FILE, but cannot save the invoices into excel to enable me import them.

    Can anyone help me to go about this.

    Thanks.

  3. When creating a new invoice,  EA requests a compulsory deposit account with the following default options; checkIng account, savings account, Undeposited funds, petty cash, and Credit card. 

    My problem is which account to choose or create since my clients can  pay for the same invoice by cash/check or bank deposit among others. Please help me create the appropriate account.

    Thanks 

     

  4. I am also facing similar challenge here.

    When setting up the synchronisation,when I update it says successfull. But when I OK then it says quantity change fail due to invalid location. What answer should I provide for this question? Location name for this business profile?

  5. I am also facing similar challenge here.

    When setting up the synchronisation,when I update it says successfull. But when I OK then it says quantity change fail due to invalid location. What answer should I provide for this question? Location name for this business profile?

  6. Can i allow user access to only the invoice section of express accounts. i want to give that right to my staff so that she cannot have access to accounts sections. The current user access allows the person to have access to all parts except the user security settings.

  7. I realise that whenever I apply a discount to an invoice the discount appears in the item list. This reduces the subtotal cost of the items. Though the calculations are accurate, customers want to know the actual cost total cost of the items before discount. I think the discount should be repositioned below the subtotal.

    However if anyone has idea on how to do this then kindly help me out.

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