User Support Forum

Under recordkeeping, I would like to see a place to put notes such as "in good condition", or "donated by ______". Also, the ability to put the value as per item. It's a bit confusing when you have 5 tables and then to try to remember if I entered the value of each table or all 5 tables. I would als...

I think I figured it out. On my Chart of Accounts, I have my transfer account listed as an expense instead of a transfer. However, I can't seem to change it. Any advice on that?

They are detail accounts

I have a question on this as well. We have v 10.4 and have our transfer accounts all set up as 9000. General Fund is 01, Mission 02, Designated Funds (anything not budgeted) 03. I have transferred money from one fund to another before using 9000 with no problems, but now when I try to post it tells ...

:( I'm still having trouble with the flexible spending. I thought I had it correct, but my checkbook balance came up 20.00 more than the balance sheet. The employee has 10.00 taken from each check. I adjusted the Employee pay items, and apparently did something right because now the checkbook balanc...

Would that be the same with a flex spending account? I am new to all of this and don't want to make a mistake that won't be caught until tax time!

I am setting up our employees for Flex Spending, but I'm not sure I've set it up right. I added an item called Flex Spending under the Maintain Item Descriptions in Payroll, and highlighted item type Income and taxable income Yes. Under the W2 information, I highlighted Social Security Wages and Med...

i am trying to set up the tax information for payroll. when i go to maintain employee pay items, the federal withholding amounts are not correct. how can i fix this? it seems to me that i need to enter the number of withholding allowances claimed in order to get this to come out right, but i dont se...