- A -

Account

IconTransfer Cash Window
IconAccount Glossary Window
IconTransfer to Account Window

Account Inquiry Report

Account Search Window

Account Window

Acknowledgement Report

Acknowledging a Purchase Order

Additional Features

adjust

Adjusting a Client Invoice

Advanced Options - Company

Advanced Options - Project

Aged Accounts Payable Report

Aged Accounts Receivable Report

- B -

Back Order Report

Back-up the Database

balance

Balance Sheet

Balance Sheet Layout

bar

bill

IconEntering Vendor Deposits, Invoices, and Operating Expenses
IconVendor Deposits, Invoices, and Operating Expenses Window - New Tab
IconVendor Invoices

Bookings Report

Budget Analysis Item Level Report

Budget Analysis Project Level Report

bypass

- C -

Cash Flow Statement Report

Cash Receipt

Cash Receipts by Sales Tax Code Report

Cash Receipts Journal

Cash Requirements Report

Catalog Printing Catalog Inventory Groups Report

Change All Window

change order of specification

IconNew Proposal Window - Remarks Tab
IconNew Invoice Window - Remarks Tab

charges

IconVendor Deposits, Invoices, and Operating Expenses Window - New Tab
IconRecurring Operating Expenses Window
IconRecurring Operating Expense Window

Chart of Accounts Report

check

Check Detail Window

Check Run Window

Check Stub Report

checking

Checking Window - Checkbook Tab

Checking Window - Credit Cards Tab

Checking Window - Pay/Print Tab

Checking Window - Reconcile Cash Tab

checks

IconCheckbook Window
IconForms, Envelopes, and Labels

Client Accounting Inquiry Report

Client Deposit

Client Glossary Window

Client Invoice Labels and Envelopes Report

Client Invoices

IconRe-printing or Emailing a Client Invoice
IconReversing/Crediting a Client Invoice

Client Listing Report

Client Search Window

Client Status Report

Client Window - Client Tab

Client Window - Notes / Information Tab

Commission Report

Committed Analysis Report

Commonly Used Buttons

Company Advanced Options - Invoice Tab

Company Advanced Options - PO Tab

Company Advanced Options - Print Tab

Company Advanced Options - Proposal Tab

Company Advanced Options - Time Tab

Company Information - COGS Accounts

Company Information - Other Accounts

Company Information - Quick Quote Tab

Company Information - Sales Accounts

complete

IconSpecifications Window
IconItem Window - Status Tab
IconProposals and Documents window
IconMonitoring and Setting the Status of a Proposal

Component Window - Component Tab

Component Window - Order Status Tab

Component Window - Picture Tab

Component Window - Schedule Tab

Component Window - Special Instructions Tab

Cost of Goods Sold Accrual Report

credit

credit card

Credit Card Purchases Report

Credit Cards

IconUsing Credit Cards for Payments
IconHow To Pay the Credit Card Company

Cut For Approval Report

- D -

debit

debit card

IconHand Check / Wire Transfer Window
IconAccount Glossary Window

Delivery / Shipping Report

Department Listing Report

deposit

IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips
IconNew Cash Receipt Window
IconCash Receipts Window - Make Bank Deposit Tab
IconCompany Advanced Options Window - General Tab
IconForms, Envelopes, and Labels
IconProject Advanced Options Window - General Tab

Deposit Analysis Report

Deposit Slip Report

Description / Note Formatting

Disbursements Journal

discount

IconCompany Advanced Options Window - General Tab
IconProject Advanced Options Window - General Tab

document

Drop Down Menus

- E -

Edit Amount to Pay Window

IconEdit Amount to Pay and Notes Window
IconSelect Payment Account Window

Edit Cash Receipt Payment Window

Edit Generated PO Window

IconEdit Generated PO Window
IconEdit Generated Inventory PO Window

Edit Generated WO Window

Edit Order Status Window

Editing a Cash Receipt

Editing a Proposal

Editing a Purchase Order

IconEditing a Purchase or Work Order
IconEditing an Inventory Purchase Order

Emailing a Client Invoice

Emailing a Proposal

Emailing a Purchase Order

IconRe-printing or Emailing a Purchase or Work Order
IconRe-printing or E-mailing an Inventory Purchase Order

Employee Activity Exception Window

Employee Glossary Window

Employee Payroll Account Window

Employee Search Window

Employee Time Analysis Report

Employee Window - Employee Tab

Employee Window - Notes/Info Tab

Employee Window - Payroll Tab

Employee Window - Time Tab

enter deposit

Entering Order Status Information

Expected Ship Report

expenses

IconVendor Deposits, Invoices, and Operating Expenses Window - New Tab
IconOperating Expense or Miscellaneous Bill
IconRecurring Operating Expenses Window
IconRecurring Operating Expense Window

- F -

Freight Analysis (Installation / Labor / Etc.) Report

funds

IconCash Receipt Payment Types and the Company Information A/R Showroom Tab
IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

- G -

General Ledger Report

Generated Purchase Orders Window

IconGenerated Purchase Orders Window
IconGenerated Inventory Purchase Orders Window

Generated Work Orders Window

- H -

Hand Check

Hand Checks

head

highlight

Hours Journal

- I -

inactive

IconSpecifications Window
IconItem Window - Status Tab
IconProposals and Documents window
IconMonitoring and Setting the Status of a Proposal

include

income

Income Statement

Income Statement Layout

Inventory Accrual Report

Inventory Labels by Purchase Order Report

Inventory Labels by Quantity On Hand Report

Inventory Labels by Received Quantity Report

Inventory Labels by Stock Item Report

Inventory List by Warehouse Report

Inventory List Report

inventory po

Inventory Purchase Order Listing Report

Inventory Sales Report

Inventory Transaction Register Report

invoice

IconAdjusting and Updating a Client Invoice
IconCompany Advanced Options Window - Print Tab

Invoice Adjustments Window

Invoice Listing With Item Detail Report

Invoice Window - Invoice Tab

Invoice Window - Options Tab

Item Window - Item Tab

Item Window - Picture Tab

Item Window - Pricing Information Tab

Item Window - Status Tab

Item Window - Workroom Tab

- J -

Journal Entry Journal

- L -

layout

IconNew Proposal Window - Remarks Tab
IconNew Invoice Window - Remarks Tab
IconBalance Sheet Layout Window
IconIncome Statement Layout Window

letter

letterhead

Location Glossary Window

Location Listing Report

Location Search Window

Location Window

- M -

make

IconNew Cash Receipt Window
IconCash Receipts Window - Make Bank Deposit Tab

make deposit

IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips
IconNew Cash Receipt Window
IconCash Receipts Window - Make Bank Deposit Tab

margins

markup

IconCompany Advanced Options Window - General Tab
IconProject Advanced Options Window - General Tab

mark-up

IconCompany Advanced Options Window - General Tab
IconProject Advanced Options Window - General Tab

Material Reference Report

Miscellaneous Cash Receipts

Miscellaneous Project Expense Listing Report

- N -

nelco

- O -

off

Open Client Deposit Report

Open Inventory Purchase Order Report

Open Purchase Orders Report

Open Quotes Report

Open Store Credits Report

Open Vendor Deposit Report

order spec

IconNew Proposal Window - Remarks Tab
IconNew Invoice Window - Remarks Tab

Order Summary Report

Orders and Acknowledgements Labels and Envelopes Report

Override Invoice Price Window

- P -

Paid Purchases by Account Report

pay

IconEntering Vendor Deposits, Invoices, and Operating Expenses
IconVendor Deposits, Invoices, and Operating Expenses Window - New Tab
IconVendor Invoices
IconHow To Pay the Credit Card Company

pay credit card

paying

IconEntering Vendor Deposits, Invoices, and Operating Expenses
IconVendor Deposits, Invoices, and Operating Expenses Window - New Tab
IconVendor Invoices

Payments on Client Invoices

Payroll Checks

Payroll History Report

Payroll Register Report

percent

Physical Count Report

Pick List Report

po

Point of Sale Customers Labels and Envelopes

Point of Sale Sales Report

position

Pre-billing Report

Print Preview Window

printer

Printer Button Bar

Processing Deposit Slips

Profit Analysis Report

Profit and Loss by Project Summary Report

Proforma Purchase Order

IconGenerated Purchase Orders Window
IconGenerated Inventory Purchase Orders Window

Project / Order Status Report

Project Advanced Options Window - Invoice Tab

Project Advanced Options Window - PO Tab

Project Advanced Options Window - Proposal Tab

Project Advanced Options Window - Time Tab

Project Cash Allocation Report

Project Cash Flow Report

Project Labels and Envelopes Report

Project Listing Report

Project Profit and Loss Report

Project Time Analysis Report

Project Window - Defaults Tab

Project Window - Notes/Information Tab

Project Window - Project Tab

proposal

Proposal Labels and Envelopes Report

Proposal Listing Report

Proposal Status Window

Proposal Window - Options Tab

Proposal Window - Proposal Tab

Purchase Order Labels and Envelopes Report

Purchase Order Listing Report

Purchase Order Status Window

Purchase Order Window

Purchases Journal Report

- Q -

Quotes Labels and Envelopes

- R -

Reactivate an Inactive Vendor

Receiving Merchandise

Receiving Report

Reconciliation History Window

Reconciling the Checkbook

recurring

IconVendor Deposits, Invoices, and Operating Expenses Window - New Tab
IconRecurring Operating Expenses or Bills
IconRecurring Operating Expenses Window
IconRecurring Operating Expense Window

recurring charges

IconRecurring Operating Expenses or Bills
IconRecurring Operating Expenses Window

Remarks Glossary Window

Remarks Listing Report

Remarks Search Window

Remarks Window

Re-Order Analysis Report

Repair the Database

Re-printing a Client Invoice

Re-printing a Proposal

Re-printing a Purchase Order

IconRe-printing or Emailing a Purchase or Work Order
IconRe-printing or E-mailing an Inventory Purchase Order

Request for Bid Report

Restore a Back-up

Retainer

Reverse /Credit a Client Invoice

Rolodex

- S -

Sales Category Glossary Window

Sales Category Listing Report

Sales Category Search Window

Sales Category Window

Sales Journal Report

Sales Tax Calculation Window

Sales Tax Code Glossary Window

Sales Tax Code Listing Report

Sales Tax Code Search Window

Sales Tax Code Window

Sales Tax Report

sheet

Ship To Code Glossary Window

Ship To Code Search Window

Ship To Listing Report

Ship To Window

show

show discount

IconCompany Advanced Options Window - General Tab
IconProject Advanced Options Window - General Tab

show markup

IconCompany Advanced Options Window - General Tab
IconProject Advanced Options Window - General Tab

Sizing Windows

slips

IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips
IconForms, Envelopes, and Labels

Sorting Columns

Specification Template Report

statement

Statement Labels and Envelopes

Statements

Status Code Listing Report

stock

Stock Item Inquiry Report

stock items

- T -

Tagging Components for a Purchase Order

Tagging Components for a Work Order

Tagging Items for a Proposal

Tagging Items for an Invoice

tax

tax in deposit

taxable

Time Activities Glossary Window

Time Activities Listing Report

Time Activities Search Window

Time Activity Window

Time Budget Analysis Report

Time Keeping

Time Work in Process Report

To Do List

To Do List Appointments Window

Transaction Register Report

Transfer

IconCheckbook Window
IconTransfer Cash Window
IconTransfer to Account Window

transfer money

Trial Balance Report

Twelve Month Income Comparison Report

IconTwelve Month Income Comparison Report
IconTwelve Month Cash Flow Statement Report

- U -

undeposited

IconCash Receipt Payment Types and the Company Information A/R Showroom Tab
IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

un-deposited

IconCash Receipt Payment Types and the Company Information A/R Showroom Tab
IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

Undeposited Funds

IconCash Receipt Payment Types and the Company Information A/R Showroom Tab
IconRecording Receipts into the Un-Deposited Funds Account and Processing Deposit Slips

Un-Deposited Funds

Unordered Components Report

Update Items Window

Update Projects Window

User-Defined Date Report

Utilities

- V -

Vendor Accounting Inquiry Report

Vendor Check Labels and Envelopes

Vendor Deposit, Invoice, or Operating Expense Window

Vendor Glossary Window

Vendor History Report

Vendor Insurance Report

Vendor Invoice Distribution Window

Vendor Labels and Envelopes

Vendor Listing Report

Vendor Search Window

Vendor Window - Defaults Tab

Vendor Window - Notes / Information Tab

Vendor Window - Vendor Tab

Void

Voiding

Voiding a Cash Receipt

- W -

W2 Information Window

W2 Report

wip

Wire Transfer

Work in Process History Report

Work in Process Report

Work Order Window

Work Orders

IconItem Window - Workroom Tab
IconSpecifying for Work Orders
IconGenerating Work Orders

write

write off