How do I bill an out-of-pocket cash expense to my client/customer?

Just open a new bank account type and call it Cash account. Use this account for all cash related expenses. Add to Cash account, if you are making cash withdrawals from main checking account. You will have running Petty Cash account. In fact, it will be more accurate accounting if you have cash withdrawals and […]

We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date? 

To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2 […]

Where do I change the view to see inactive vendors and inactive customers?

From the blue navigation bar on the left Go to Customer center (or Vendor center) Go to “Settings” gear (located far right next to export to excel and print icons) Select to include inactive checkbox from the dropdown list (see screenshot photo for reference) If there is need to run inactive (or deleted) list/report Go […]