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Support
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Knowledge Base
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KB
Knowledge Base
General Operations
59
Record Collection Notes & Email Collection system
Automatically Populate Next Reference Number
One-time Payroll Head Tax
Searching for Ledger Accounts
Archiving Digital Reports
Reverse Customer Payment (NSF)
View all 59 articles
Accounts Payable
1
Check for Duplicate Transaction Numbers
View 1 article
Installation/Setup
20
Company Address Change
Dashboard Customizable Views
Menu Shortcuts
Issues with Modified Monitor Resolution
Set Default Company
New package installation
View all 20 articles
Tax Forms
6
W2 - Missing State Abbrev.
Monthly Federal Tax Deposits (KB1164)
Reprint Prior Year Tax Forms
Export Employee wages for State Reporting
1095 TIN Validation Error
Printing The 941 Quarterly Form For A Prior Period
View all 6 articles
Payroll
27
Exporting Employee Addresses for Mail Merge
Maryland Tax Table
Deleting Inactive Employees
Direct Deposit
Reprint Employee Check Stubs
Special Tax Code Table Capping Contribution
View all 27 articles
Check Printing
9
Check printer set-up
Duplicate Check Numbering
Batch Payroll Checks with Cash Account
Batch Vendor Check additional description
Non-1099 check printing
Recording Voided Checks in Ledger
View all 9 articles
Standard Reports
16
Emailing Reports
Tax Report Worksheet Setup
Printing General Ledger graphs
Report search
Archiving Reports
Email reports in PDF format
View all 16 articles
Client Write-Up
7
Client Write-Up Smart Learn
Change After-The-Fact Employee Amounts
Client Write-Up Smart Learn for Faster Data Entry
Using Enter Key as Tab
Future Period Access Error
How To Enter Vendor Check Information To Update Vendor History Only
View all 7 articles
Error Codes & Messages
7
Default User
"Class Not Registered"
Known Issue: View Current User Activity
Btrieve Errors
Btrieve Status 20- No Pervasive Database
Incomplete Back-Up Error
View all 7 articles
Financial Reports
6
Print Financial Statements to Excel
Rounding in financial statements
Customizing financial statements
Where did my F/S Group go?
Specific date range Financials
How To Find The Unbalanced Account When Chart Of Accounts Is Not balanced
View all 6 articles
Hardware/Software Issues
8
Peachtree 2007 and Pervasive 9.x
Increasing Screen Size
Screen Position with Dual Monitors
Network Software and Hardware Requirements
Computer Locks Up When Downloading Updates
CertiflexDimension Ultra On A Mac
View all 8 articles
Networking
2
Record Lock Message
Moving (migrating) CertiFlexDimension Ultra to a new Server with pervasive
View all 2 articles
Pervasive Database
1
Pervasive/Btrieve Database (KB1009)
View 1 article
Year End Procedures
8
Payroll : Year-end Closing Procedures
Creating New Company in a Prior Year
General Ledger : Year-end Closing Procedures
Accounts Payable : Year-end Closing Procedures
Client Write-Up: Year-end Closing Procedures
Job Cost : Year-end Closing Procedures
View all 8 articles
Accounts Receivable
13
Changing Existing Sales Tax Rates
Reprint Customer Invoices and Payment Recaps
Remove Invoice
Identifying Customers Exceeding Their Credit Limit
Sales Code Listing vs. AR Transaction Summary Post
Applying A/R Payments to Different Cash Accounts
View all 13 articles
Rave Business Forms
1
Add company logo on invoices (KB1001)
View 1 article
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