Accounting. Training Guide
|
|
- Britney Floyd
- 5 years ago
- Views:
Transcription
1 Accunting Training Guide
2 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 2 Cntents Page Prfrma / Custmer Invice..3 Hw t Generate the Custmer Invice Reprt 6 Receipts 7 Hw t Shw the Receipt n the Custmer Invice 8 Purchase Order / Supplier Invice. 9 Payments..11
3 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 3 Prfrma / Custmer Invice Befre a new Accunting Dcument can be created in Travelgic, the Qutatin has t be in a lcked state. (Yu will knw if the qute is nt lcked if the Financial screen is greyed ut. G t File and click n State t change the state f the qutatin.) G t the Qutatin and click n the Financial tab Click n the New Dcument buttn and select either: 1) Prfrma Invice r 2) Custmer Invice In Travelgic yu create bth in the same manner, as fllws: Once yu have selected either Prfrma r Custmer Invice, yu will see the fllwing screen: The Currency will default t the hme currency f Travelgic ; by clicking n the drp dwn list, yu can select an alternative currency, prvided it has been set up as an Accunting Currency in Settings
4 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 4 2. The Dcument Date will be set accrding t the system accunting settings (i.e. Current Date, Start Date r End Date f travel) 3. The Dcument Number is autmatically generated in Travelgic nce the dcument is saved 4. The Descriptin field defaults t Custmer (r Prfrma) Invice; this is a free text field and can be edited if need be 5. The Reference shws the Qutatin Number; this field can als be edited if need be 6. The Creatin Date shws and saves the date the invice is created 7. The Exchange Rate shws the rate that has been captured in this Travelgic Qutatin Next, click n the Add Qutatin Services buttn in the tp rw The fllwing screen will appear: All services that are ticked will be included in yur invice; a. Services that have been cnfirmed are already ticked and will be autmatically included b. Feel free t un-tick services t exclude them frm yur invice Nte the rw f buttns at the tp f the screen: 2. Standard: this is the default setting f the invice and will add the Sell r Ttal amunt f the services t yur invice 3. Cst Price: click this buttn t add the Cst price f the service instead f the Sell prices 4. Cmmissin Earned: use this setting when invicing a Supplier fr cmmissin due t yu
5 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 5 5. Calculate Cmmissin Items: this setting is applicable t Agent s Cmmissin a. Use this setting t deduct the yur agent s cmmissin frm the sell price f the services allwing yu t invice a Nett amunt (rack less cmmissin) t the agent b. Nte that this is a default setting, i.e. this buttn is autmatically activated; click this buttn t de-activate it if yu are invicing yur Agent the Rack amunt 6. Use these cnvenient buttns t Select r De-select ALL services Click OK t add these services t yur invice: Ntice the general ledger accunt numbers in the first clumn (nly if integrated with Patel) Click Save & Clse t generate the invice:
6 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 6 T Generate a Prfrma / Custmer Invice Reprt Fllw these steps t generate a Prfrma r Custmer Invice Reprt (i.e. dcument) t send t yur client: Click n the File menu buttn, select Reprts, then Custmer Invice On the Run Custmer Invice screen, yu have the fllwing ptins: Hide Reprt heading Shw wrd Tax in Heading Shw Dcument Creatin Date Shw Dcument Date Shw Sales Cde Shw Cnsultant Name Shw Dcument Ntes Hide Cmpany Tax Number Hide Signed and Date sectin [ use these ptins t select what infrmatin yu wuld like t have displayed n yur invice ] Shw Passenger Names Shw Additinal Client Infrmatin Shw Client Terms ** Hide Grup Name Shw Accunt Cde Shw Agent Cntact Hide Client Tax Number [ use these ptins t select what Client Infrmatin yu wuld like t have displayed n yur invice ] ** See the training guide fr Clients fr mre inf n hw t set up Client payment terms Shw Services [ tick this ptin t shw a list f the qutatin services ] Grup By Service Type [ tick this ptin t list services by their Type ] Hide Cmmissin Line Items [ tick t hide cmmissin line item breakdwn ] Shw Service Dates Shw Meal Basis Name Shw Meal Basis Descriptin Shw Meal Basis Cde Shw Pricing Shw Service Line Items Shw Ttal Cst as per Itinerary [ tick this ptin t shw Ttal Cst f the Itinerary ] Shw Service Pricing and Ttal Cst as per Itinerary Shw Price including Tax
7 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 7 Hide wrd Nett in Price Clum Shw Tax Clumn Shw Exchange Rate Clum Shw Tax Breakdwn Shw Grss Ttals Shw Tax in Ttals Shw Cmmissin Summary [ tick this ptin t shw Agents Cmmissin ] Shw Cmmissin in Ttals Sectin Shw Ttal Payments [ tick this ptin t shw a ttal f all receipts linked t this invice ] Shw Payments Summary [ tick this ptin t shw a list f all receipts linked t this invice] Receipt Once yu receive payment frm yur client; yu can capture this as a Receipt in Travelgic and must link it t the applicable prfrma / custmer invice In the Financial screen, select the applicable Prfrma r Custmer Invice, click n the New Entry buttn and select New Receipt Yu will be asked if yu wuld like t link the receipt t the client dcument yu have highlighted If yu click Yes: (Recmmended) The receipt will be autmatically based n the details, ttals and qutatin services f the selected invice Hwever the Descriptin as well as the Amunt Inclusive fields may be edited eg. enter depsit amunt if that is what was received frm client.
8 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 8 If yu click N t linking the Receipt t the client dcument: Yu will be required t manually add the services t the receipt Click Link Qutatin Services buttn and select the services If all the details are crrect, click Save r Save & Clse Hw t ensure the Receipt reflects n the Custmer Invice Reprt Yu can nw reflect this receipt n the Custmer Invice Reprt t: 1) advise yur client f the balance f payment due, if applicable, OR 2) in this case, full payment has been made When running the Custmer Invice Reprt, g t the Payment tab Select bth the check bxes: Shw Ttal Payments will shw the Ttal Amunt f the receipts linked t this invice Shw Payments Summary will shw a list f the Receipts linked t this invice
9 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 9 Purchase Order / Supplier Invice Click n the New Dcument buttn t create a new Purchase Order r Supplier Invice Supplier: click n the search buttn ( ) t call up a list f the suppliers in the qute Frm the list, select the supplier that yu need t invice, click OK 2. The Currency shws the default currency f the supplier 3. The Dcument Date will be set accrding t the system accunting settings (i.e. Current Date, Start Date r End Date f travel) 4. The Dcument Number is autmatically generated in Travelgic nce the dcument is saved 5. The Descriptin field defaults t the Supplier Name; this is a free text field and can be edited if need be 6. The Reference shws the Qutatin Number; this field can als be edited if need be 7. Select a Payment Methd frm the drp dwn list 8. The Creatin Date shws and saves the date the invice is created 9. The Exchange Rate shws the rate that has been captured in this Travelgic Qutatin
10 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 10 Click n Add Qutatin Services buttn t add line items t yur invice: All services that are ticked will be included in the invice Nte the rw f buttns at the tp f the screen: 2. Standard: this is the default setting and will add the Cst amunt f the supplier s services t yur invice 3. Calculate Cmmissin Items: this setting is applicable t the Cmmissin yu earn n a supplier service Use this setting t deduct the cmmissin frm the price f the services allwing yu t capture the Nett amunt (less cmmissin) wing t the supplier Nte that this is a default setting, i.e. this buttn is autmatically activated; click this buttn t deactivate it if yu are capturing the full amunt f the supplier (in this case yu will invice the supplier fr the cmmissin wing t yu at a later date) 4. Use these cnvenient buttns t Select r De-select ALL services Click OK t add these services t yur invice:
11 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 11 Ntice the general ledger accunt numbers in the first clumn (nly if integrated t Pastel) Click Save & Clse t generate the invice: Payments Once yu have made a payment t the supplier; yu can capture the Payment in Travelgic and link it t the applicable purchase rder / supplier invice In the Financial screen in yur qutatin, select the applicable Purchase Order r Supplier Invice, click n the New Entry buttn and select New Payment Yu will be asked if yu wuld like t link the receipt t the client dcument yu have highlighted If yu click Yes (Recmmended): The payment will be autmatically generated based n the details, ttals and qutatin services f the selected invice Yu may edit the Reference r Descriptin fields If all the details are crrect, click Save r Save & Clse
12 T L 4 T r a i n i n g G u i d e : A C C O U N T I N G P a g e 12 If yu click N t linking the Receipt t the client dcument: Yu will be required t manually add the services t the receipt Click Add Qutatin Services and select the applicable supplier services Click OK If all details are crrect, click Save r Save & Clse t create the payment
myproduct: Cost User guide A guide to walk you through how to use myproduct: Cost to view, amend and approve cost price changes. March 2018 V1.
myprduct: Cst User guide A guide t walk yu thrugh hw t use myprduct: Cst t view, amend and apprve cst price changes. V1.4 Cntents Cntents... 2 Welcme t myprduct: Cst... 3 Overview... 3 Hw t access myprduct:
More informationBANK STATEMENT IMPORT (CSV FILE IMPORT)
BANK STATEMENT IMPORT (CSV FILE IMPORT) Befre yu start, yu need t setup the bank recnciliatin methd fr the bank accunt in Setup, Bank Accunts n the menu. Select the Recnciliatin Methd frm the drp dwn bx
More information1. Accounts Payable > Tasks > Transactions > Recurring Bills
1. Accunts Payable > Tasks > Transactins > Recurring Bills 1. On the Applicatins menu bar pint t Accunts Payable > Tasks > Transactins > Recurring Bills, and then click + t the left f the Recurring Bills.
More informationEarly Payment Offers (EPOs)
Early Payment Offers (EPOs) Agenda Abut Early Payment Offers Discunting explained FAQs Wh t cntact Abut Early Payment Offers (EPO) EPOs allw yu t be paid early in exchange fr a sliding scale discunt (calculated
More informationSetting up the Creative Pension Trust - Moneysoft User Guide
Setting up the Creative Pensin Trust - Mneysft User Guide Nte: This guide has been designed t wrk with the latest versin f Payrll Manager. The area f 'Aut Enrlment' is fast mving, and we are adding extra
More informationFrom the Main Menu, click on REPORTS then select REPORTS AND MAINTENANCE.
VIP FAQ 12 Mnth Reprt Tax Year End Hw t print the 12 Mnth Reprt? The 12-Mnths Reprt is extremely versatile. The reprt keeps recrd f the previus 12 mnths ttals per emplyee. This is especially useful when
More informationThis document is intended to provide information to staff using the following School Management functions within the Curriculum Management System:
Schls User Guide This dcument is intended t prvide infrmatin t staff using the fllwing Schl Management functins within the Curriculum Management System: New mdule requests Mdule List Management (including
More informationequote Practical Exercise Lawn Equipment
Scenari: Create an equte fr Lawn Equipment. equte Practical Exercise Lawn Equipment In this scenari, yu will create a new equte fr practice. Yu will have the pprtunity t add requirements, questins, line
More informationAccount Inquiry - Funds User Guide
Accunt Inquiry - Funds User Guide Cntents Accunt Inquiry - Funds User Guide... 1 Overview... 2 Objective... 2 Resurces... 2 Prcess fr Inquiring n Funds Available & Accunt Detail... 3 Inquire n Available
More informationHOW TO ENROLL IN A TOUCHNET PAYMENT PLAN
HOW TO ENROLL IN A TOUCHNET PAYMENT PLAN G t the TuchNet lgin page. G t https://secure.tuchnet.net/c23067_tsa/web/lgin.jsp OR Lg in t mydelval; under I Want T Pay fr Cllege, click n Set up Payment Plan.
More informationWhat to Do Who How to Do It Purchasing Card Procedures: Purchase to Reconciliation
Purchasing Card Prcedures: Purchase t Recnciliatin Descriptin- These prcedures detail the department s required activities fr the Purchasing Card Prgram including purchase; transactin review and assignment
More informationProCard Transactions. Module: Finance Data Warehouse. Table of Contents. Overview Step 1: Log into Finance Data Warehouse...
PrCard Transactins Mdule: Finance Data Warehuse Table f Cntents Overview... 2 Step 1: Lg int Finance Data Warehuse... 3 Step 2: Dashbard Set-Up... 5 Step 3: Reprt Set-Up...7 a. PrCard Transactins Page...7
More informationBudget Planning. Accessing Budget Planning Section. Select Click Here for Budget Planning button located close to the bottom of Program Review screen.
Budget Planning Accessing Budget Planning Sectin Select Click Here fr Budget Planning buttn lcated clse t the bttm f Prgram Review screen. Depending n what types f budgets yur prgram has, yu may r may
More informationExpense Reports Users Guide - aqua
Expense Reprts Users Guide - aqua Updated 08/16/2016 Page 1 f 7 The expense reprt applicatin allws emplyees t enter and submit their expenses fr jb (billable and nn-billable) and nn-jb expenses. The applicatin
More informationMAKING TAX DIGITAL SET UP GUIDE
Depending n yur versin, yu may need t make sme changes t yur sftware t enable yu t submit yur VAT return in line with Making Tax Digital (MTD). T ascertain what versin yu are n navigate t: Tls > Abut Sage
More informationStartup for Fund Accounting
Startup fr Fund Accunting Setup........2 Preferences...2 Accunting Funds...2 Chart f Accunts....3 Accunts Payable...5 Credit Card Payable...5 Accunts Receivable...5 Beginning Balances...6 *** Since tax
More informationCERTIFICATES OF INSURANCE PAGE
OAR (Online Assigned Risk) User s Guide Page 16 CERTIFICATES OF INSURANCE PAGE Clicking the Certificates f Insurance link in the menu bar at the tp f the OAR Hme Page will bring a prducer t the Certificates
More informationCondominium Authority of Ontario
Cndminium Authrity f Ontari Guide t Filing Cnd Returns and Paying CAO Assessments Cntents 1. What Are Cnd Returns?... 2 2. What Cnd Returns Need t be Filed in 2018?... 3 3. Hw Will the Infrmatin Prvided
More informationTopic: SAP PPM Close Project. Contents
Tpic: SAP PPM Clse Prject Cntents Tpic: SAP PPM Clse Prject... 1 Intrductin/Cntext... 2 Clse Prject HNO Business Prcess Map... 2 Clse Prject HNO Business Prcess... 2 Prcess: Clse Prject... 5 Cnfirm Prject
More informationWinTen² Tenant Accounts Receivable User Manual
WinTen² Tenant Accunts Receivable This user manual is meant t prvide guidance n the WinTen² Tenant Accunts Receivable prgram. WinTen² Tenant Accunts Receivable is a fully integrated system that allws public
More informationLegend The legend, as shown below, contains all of the unique symbols that are important to help you interpret your Degree Works audit.
What is Degree Wrks? Degree Wrks is an nline degree auditing tl which enables students and their advisrs t review and mnitr academic prgress leading t graduatin. It rganizes academic cursewrk int blcks
More informationInnovations Fair Registration Instructions for the 2016 Land Conference
Innvatins Fair Registratin Instructins fr the 2016 Land Cnference Please cmplete the registratin prcess fr the Innvatins Fair f the 2016 Annual Wrld Bank Cnference n Land and Pverty by lgging int yur CnfTl
More informationTaxAid. Your Personal Tax Account Filing Your Tax Return
TaxAid Yur Persnal Tax Accunt Filing Yur Tax Return The Persnal Tax Accunt (PTA) Yur persnal tax accunt allws yu t manage yur tax affairs with HMRC nline. It can be used fr a number f purpses including:
More informationBilling Program Billing Information for Agents
Cmmercial & Persnal Lines Billing Prgram Billing Infrmatin fr Agents A Guide t Understanding Merchants Insurance Grup s Billing Prgram Table f Cntents Click n ne f the titles belw t be taken directly t
More informationQUICK GUIDE. Contract Management in LRM
QUICK GUIDE Cntract Management in LRM Harvesting Cntracts Entering a cntract in LRM is the first step in the creatin f a cntract ging frward. D nt try t add a cntract after the legal dcument has been finalized.
More informationReplaces: n/a Date Modified: 08/07/2014
Title: Equipment Inventry- Transactin Histry Dcument ID: PA0040 Replaces: n/a Date Mdified: 08/07/2014 Purpse: This prcedure details hw t perfrm an Asset Inquiry in the Oracle Prject Accunting mdule. The
More informationInsurance Tracking Roll Prep - Job Aid
Insurance Tracking Rll Prep - Jb Aid Fiscal Crdinatin August 2017 TERMS OF USE The infrmatin cntained herein is licensed, trade-secret and prprietary and may nt be used, disclsed r reprduced withut permissin
More information1.1 Introduction Completing a Probation period - appointment confirmed Extending Probation Termination Considered...
Cntents 1.1 Intrductin...1 1.2 Cmpleting a perid - appintment cnfirmed...3 1.3 Extending...5 1.4 Terminatin Cnsidered...8 Cpyright 2009 University f Cambridge Last Mdified: March 2009 Page: 1 1.1 Intrductin
More informationNAVIPLAN PREMIUM LEARNING GUIDE. Set insurance goals
NAVIPLAN PREMIUM LEARNING GUIDE Set insurance gals Cntents Set insurance gals 1 Learning bjectives 1 NaviPlan planning stages 1 Client case 2 Describe the assumptins and analysis methds available fr determining
More informationSmart Accounting 1099-MISC and ICR Notes: 2017 Table of Contents
Smart Accunting 1099-MISC and ICR Ntes: 2017 Table f Cntents 1099-MISC 1099-MISC Overview... 2 1099 Prcessing Overview... 3 Printing a 1099 Wrksheet Reprt... 3 1099 Line Items Edits... 5 Printing 1099
More informationCreating a Delinquency Case
Creating a Delinquency Case T create a delinquency case in the Delinquency Early Warning System (DEWS), fllw these steps. Step 1. Select Create a Delinquency Case frm the Delinquency Case Menu. The Create
More informationSETTING UP GRADEBOOK IN D2L
Taylr Institute fr Teaching and Learning Educatinal Develpment Unit OVERVIEW SETTING UP GRADEBOOK IN D2L This handut is a supplement t the tutrial vide lcated at: www.vime.cm/107951745 The fllwing 4 sectins
More informationInformationNOW Billing Reports Guide
InfrmatinNOW Billing Reprts Guide Abut This Guide The purpse f this dcument is t prvide a better understanding f the reprts fund within the InfrmatinNOW Billing mdule. The reprts are gruped based n their
More informationCustomer and Supplier Balance Netting
ERP CLOUD Custmer and Supplier Balance Netting Oracle Financials fr EMEA TABLE OF CONTENTS 1. Purpse f the dcument... 3 2. Assumptins and Prerequisites... 4 3. Feature Specific Setup... 5 Security Assigning
More informationOnline Sanctions for Contest Directors
The newly-redevelped event sanctining prtal is currently in a pre-release phase. When develpment has cmpleted in January 2019, this dcument will be updated t reflect the new prtal. In the meantime, please
More informationCreate/Modify a Position Description for Benefits Eligible Staff (ONLY)
Create/Mdify a Psitin Descriptin fr Benefits Eligible Staff (ONLY) GENERAL POSITION INFORMATION Start psitin descriptin prcess frm the Dashbard FIELD REFERENCES Click n Manage psitin descriptins and create
More informationChange of PI Principal Investigator (PI), Additional Contact, Study Staff How to submit a Modification to change the PI of an approved study
Jb Aid Title Relevant Users Cvered Tpics Change f PI Principal Investigatr (PI), Additinal Cntact, Study Staff Hw t submit a Mdificatin t change the PI f an apprved study Active study staff r the utging
More informationIntegrated equote Practical Exercise Staff Augmentation
Integrated equte Practical Exercise Staff Augmentatin Scenari: Create an Integrated equte fr Staff Augmentatin. In this scenari, yu will create a new integrated equte fr practice. Yu will have the pprtunity
More informationPRWIN 2017 W2 Instructions
PRWIN 2017 W2 Instructins Table f Cntents PRWIN 2017 W2 Instructins 1 Table f Cntents...1 Imprtant Ntes...1 Update Prgram...1 Health Savings Accunt (HSA)...1 Third Party Sick Pay and Insurance in Excess
More informationPayroll Checklists 02/01/2017
Payrll Checklists 02/01/2017 Table f Cntents Prcessing Payrll... 1 Viding a Payrll Check r Depsit Advice... 6 Vid/Replace a Payrll Check r Depsit Advice... 7 Adding a Manual Check... 8 Perfrming Payrll
More informationInfoPorte System Updates
Release 6.5, May 18, 2015 Finance Grants HR Faculty Dashbard Access Updates n updates General n updates Cming Sn Summary f the Changes Finance InfPrte cst cdes applied t sft encumbrances are nw displayed
More informationIntroduction and Summary
Intrductin and Summary Service Pack 33 includes key inclusins t bth the Crime and Family mdules. The reprting prcess fr the Immigratin CMRF has als been updated after recent clarificatin cncerning Detentin
More informationInsulet Corp. Securities Litigation
Page 1 f 8 ELECTRONIC FILING INSTRUCTIONS Insulet Crp. Securities Litigatin READ THESE INSTRUCTIONS CAREFULLY AND IN THE ENTIRETY. YOU MUST COMPLY. Part I - Overview Electrnic claim submissin is available
More informationInformation Package CAFETERIA 125 PLANS
Infrmatin Package CAFETERIA 125 PLANS Shaffer Insurance Services, Inc. Benefits Divisin 902 E. Ave Q-9 Palmdale Ca. 93550 Tll Free (866) 412-5872 Office Tel (661) 575 9331 Fax (661) 280 2016 Sectin 125
More informationRFQ with Negotiation
RFQ with Negtiatin Frm the Perspective f an RFQ Initiatr (EMBnds GUI) User Guide & Prtcls Release 1.35.0 (11/02/16) Start a New RFQ Select a bnd and navigate t Start New RFQ panel i) Navigate t the Start
More informationUnderstanding and Running Research Financial Reports in PeopleSoft. Overview... 1
Understanding and Running Research Financial Reprts in PepleSft Training Guide Cntents Overview... 1 Steps fr Running the Prject Financial and Departmental Research Summary Reprts... 3 Overview There are
More informationTraining Manual of E-Billing
Department f Finance Gvernment f Bihar Cmprehensive Financial Management System (CFMS) Training Manual f E-Billing Gvernment Industry Slutin Unit (ISU) January, 2019 1 P a g e TABLE OF CONTENTS 1. GETTING
More informationJoining SportsWareOnLine
Dear new MBU Student-Athletes, Prir t participating n an athletic team fr Missuri Baptist University (MBU), student-athletes must prvide the Athletic Training Department with lcal and permanent addresses,
More informationSCHEDULING SETUP GUIDE. Follow step-by-step, and check off the tasks in order for the best LMN Time learning experience.
Fllw step-by-step, and check ff the tasks in rder fr the best LMN Time learning experience. SCHEDULING GUIDE 1 Fllw step-by-step, and check ff the tasks in rder fr the best LMN Time learning experience.
More informationGENERAL LEDGER AND PROJECTS RECONCILIATION
GENERAL LEDGER AND PROJECTS RECONCILIATION July 2017 The Intr This dcument is intended t instruct users n hw t recncile their financial infrmatin. It is generally assumed that users will be recnciling
More information/PeopleSoft. Financial Management Solutions. FMS User Guide Budget and Senior Administrator Processes Version 8.9. Revision Date: May 8, 2007
11 /PepleSft Financial Management Slutins Budget and Senir Administratr Prcesses Versin 8.9 Revisin Date: May 8, 2007 Table f Cntents Prcedures fr Requisitin Apprvers... 3 Express Steps...4 Budget Inquiry...
More informationJobsite Charges Overview
Jbsite Charges Overview Trimble AllTrak Clud Asset Charge Mdule Intrductin Cmpany Settings: Asset Charge Settings Lcatin Settings: Asset Charge Tab Sub-lcatins f a Jbsite Setting up Charges fr Assets,
More informationSTEP-BY-STEP INSTRUCTIONS For the Online Assessment Tool
STEP-BY-STEP INSTRUCTIONS Fr the Online Assessment Tl Please fllw these step-by-step instructins t access the Online Assessment Tl, which includes creating a new assessment r respnding t an existing assessment
More informationPrice Embedded Barcodes
One Blue Hill Plaza, 16 th Flr, PO Bx 1546 Pearl River, NY 10965 1-800-PC-AMERICA, 1-800-722-6374 (Vice) 845-920-0800 (Fax) 845-920-0880 Price Embedded Barcdes Price embedded barcdes are used fr weight
More informationTips for Creating an Account, Applying for and Enrolling in Health Coverage
Tips fr Creating an Accunt, Applying fr and Enrlling in Health Cverage Fr Individuals and Families Befre yu start, please check that yu have the fllwing resurces and understand these imprtant messages
More informationMutualised Default Fund
Mutualised Default Fund User Guide 13 9 Nvember 2018 Versin 1.0 CONTENTS 1. Intrductin...3 1.1 Dcument Purpse... 3 1.2 Intended Audience... 3 1.3 Dcument Histry... 3 2. Mutualised Default Fund Overview...4
More informationApril 20, 2017 IMPORTANT: THESE GUIDELINES START ON THE NEXT PAGE: Go to
April 20, 2017 Dear Returning Lyn Cllege Athlete: Prir t participating n a team frm Lyn Cllege, athletes must prvide the Athletic Training Department with current address, emergency cntact, insurance,
More informationCOGNOS REPORTS USING IR CUBES ILLUSTRATIONS
ILLUSTRATIONS Frm Cgns hme page: https://cgns.texastech.edu/ Click IBM Cgns cntent Under Public Flders Click IR Data Warehuse TTU Institutinal Research Reprts Using IR CUBES Page 1 Last Update: 11/15/2012
More informationBrowse our Website for more information about SAPVITS.
SAP FICO Duratin: 30-35 Hrs Timings: Flexible Fee: As Per the Discussin We recgnize that many f yu are willing t put the extra effrt t migrate t SAP practice and becme SAP cnsultants. We help yu t achieve
More informationTaxSlayer Basics Guide
TaxSlayer is the IRS sanctined sftware that is used t prepare and e-file tax returns. As pictured in Sectin 2 Filing Basics, taxpayers will cmplete an Intake/Interview & Quality Review sheet. The infrmatin
More informationGold-Vision Version 6 Enhancements Gold-Vision 6.5 Gold-Vision Gold-Vision 6.6 Gold-Vision 6.7 Gold-Vision 6.8
Gld-Visin Versin 6 Enhancements Gld-Visin 6.5 Gld-Visin 6.5.2 Gld-Visin 6.6 Gld-Visin 6.7 Gld-Visin 6.8 Gld-Visin 6.5 Enhancements Calendar View A revised calendar view prvides a significantly enhanced
More information2. Enjoy making delicious, home-cooked meals your family will love by using the products, recipes and grocery lists in your meal kit.
Updated Octber 2017 Frequently Asked Questins OVERVIEW What is TS t Yu?» TS t Yu is meals and mre delivered t yur dr, autmatically. There are n cmmitments and as a member f TS t Yu, yu ll earn a 10% credit
More informationBooking With RCI Owner Fact Sheet
RCI is a timeshare exchange cmpany which gives WrldMarkSP Owners the pprtunity t exchange t ther timeshare prperties arund the wrld. RCI has ver 3.8 millin members wh are all timeshare Owners f sme srt.
More informationDenver Public Schools. Financial Services. Full Time Ledger. Financial Services Manual
Denver Public Schls Financial Services Financial Services Manual Full Time Ledger Table f Cntents Intrductin... 3 Full Time Psitins Budget Develpment... 3 Full Time Ledger... 5 Ledger Frmat... 6 Ledger
More informationIRS 2016 FEDERAL TAX TRANSCRIPT INFORMATION
Financial Aid Office P.O. Bx 6905 Radfrd, VA 24142 Phne: (540) 831-5408 Fax: (540) 831-5138 finaid@radfrd.edu RU Financial Aid Website: http://www.radfrd.edu/finaid IRS 2016 FEDERAL TAX TRANSCRIPT INFORMATION
More informationVLOOKUP. STEPS: o. Start with your data spreadsheet
VLOOKUP This vide will explain and shw yu hw t use VLOOKUP, ne f the lkup and reference functins, in Micrsft Excel. Yu can use VLOOKUP when yu need t find things in a table r a range by rw. The secret
More informationAny symbols displayed within these pages are for illustrative purposes only, and are not intended to portray any recommendation.
Advisrs Getting Started Guide February 2019 2019 Interactive Brkers LLC. All Rights Reserved Any symbls displayed within these pages are fr illustrative purpses nly, and are nt intended t prtray any recmmendatin.
More information2013 SedonaOffice Users Conference
2013 SednaOffice Users Cnference Jb Setup Presented By: Carlyn Jhnsn This Page Intentinally Left Blank Page 2 f 26 Table f Cntents Jb Management Setup Basics... 4 G/L Accunts Setup... 5 Jb Management Setup
More informationRELEASE NOTES. for Corporation Tax. Version 7.0 Build 1. ROI UK
RELEASE NOTES fr Crpratin Tax Versin 7.0 Build 1 www.relate-sftware.cm supprt@relate-sftware.cm ROI +353 1 459 7800 UK +44 871 284 3446 Cntents Intrductin... 3 Majr changes in Tax Year 2018... 3 Minr changes
More informationRAMS Deposits FAQs RAMS Action
12 May 2012 Accunt Sectin 1. Wh is eligible? Wh can pen a accunt? Yu can pen a accunt if yu satisfy all f the fllwing requirements: Yu are a persnal custmer (nt a business, cmpany r trust) Yu are aged
More informationAnnual Return Guidance
Annual Return Guidance Updated July 2018 Scttish Charity Regulatr Annual Return Guidance CONTENTS Pg 3. 1. INTRODUCTION Pg 4. 2. SECTION A Pg 8. 3. SECTION B Pg 11. 4. SECTION C 1. Intrductin What this
More informationMain Menu 1 Account Balances 2 Account History 3 Transfers or Payments 4 Card Services 5 PIN Change 6 Future Dated Transaction
Main Menu 1 Accunt Balances 2 Accunt Histry 3 Transfers r Payments 4 Card Services 5 PIN Change 6 Future Dated Transactin Accunt Balance Menu: Select the Accunt Type 1 Savings 1 I knw the ID f the savings
More informationLSI Securities Litigation
Page 1 f 8 ELECTRONIC FILING INSTRUCTIONS I. Imprtant Ntes PLEASE READ In additin t these instructins, please review the details set frth in the claim frm and ntice prir t submitting claims. Electrnic
More information1098T FAQs. How do I get the details for the amount in Box 5? o Log into GWEB o Select Student Records and Registration
1098T FAQs What is the 1098-T Tuitin Statement? The 1098-T Tuitin Statement is an infrmatinal frm filed with the IRS that assists students and their families in calculating educatinal tax benefits utlined
More informationEnding Your Membership in the Plan
Ending Yur Membership in the Plan Yu must be eligible fr a valid disenrllment perid. Yur cverage will end the first day f the mnth after we receive yur request t disenrll. When can yu end yur membership
More informationNO LATE ENTRIES WILL BE ACCEPTED.
THE INSTITUTE OF ADMINISTRATION AND COMMERCE IAC SUMMATIVE ASSESSMENT INFORMATION T prve yur cmpetency and gain an IAC recgnized qualificatin is the final step in yur studies. T d this, yu need t successfully
More informationEXCEL SCREENCAST SCRIPT - VLOOKUP
EXCEL SCREENCAST SCRIPT - VLOOKUP This vide will explain and shw yu hw t use VLOOKUP, ne f the lkup and reference functins, in Micrsft Excel. Yu can use VLOOKUP when yu need t find things in a table r
More informationTerminating an Employee in Accounts Business
Terminating an Emplyee in Accunts Business When wrkers leave the emply f the business, whether it is vluntary r invluntary, they will ften be entitled t a number f additinal payments abve their nrmal pay.
More informationInstruction Page. Verification of 2014 Income Information for Individuals with Unusual Circumstances
Instructin Page Imprtant Nte: Please ntify the financial aid ffice if the student r their parents had a change in marital status after the end f the 2014 tax year n December 31, 2014 and als if the parents
More informationSetup Earnings Distribution in Job Data
OneUSG Cnnect Earnings Distributin Setup in Jb Data New President Allwance Setup Earnings Distributin in Jb Data Descriptin This prcess describes the steps necessary t setup the new allwance fr presidents
More informationJob Aid Title Relevant Users Covered Topics ! Note: Please refer to Section 4 below for Closure Submission instructions.
Jb Aid Title Relevant Users Cvered Tpics Hw t Submit a Cntinuing Review, Cntinuing Review/Mdificatin, r Clsure Principal Investigatr (PI), Additinal Cntact, Study Staff Hw t create and submit a Cntinuing
More informationRenewing an Insurance Policy
AGENTS, BROKERS Renewing an Insurance Plicy This renewal prcedure is designed t help representatives respect their bligatins when renewing an insurance plicy. Essentially, these bligatins are spelled ut
More informationCard Holder ACT204. Last Updated 3/11/15
Card Hlder ACT204 Last Updated 3/11/15 Standard Visa Card Allws fr quick and easy reservatins t be made Reduces the amunt f ut f pcket expenses fr the Traveler N Plicies have changed just anther frm f
More informationInfoPorte System Updates
Release 6.4, April 6, 2015 Special Editin: Finance- & HR-related changes t persnnel encumbrances Finance Grants HR Faculty Dashbard n updates Access Updates n updates General Summary f the Changes Special
More informationBAKERSFIELD COLLEGE BANNER: PO PROCESS WORKSHOP
BAKERSFIELD COLLEGE BANNER: PO PROCESS WORKSHOP JANUARY 11, 2017 JANUARY 12, 2017 PRESENTED BY SOMALY BOLES, ADMINISTRATIVE ASSISTANT, FINANCE AND ADMIN SERVICES LETY ALVAREZ, ACCOUNTING TECHNICIAN II,
More informationFinance Officers of Counties, Municipalities, Boards of Educations and Public Authorities
NORTH CAROLINA DEPARTMENT OF STATE TREASURER STATE AND LOCAL GOVERNMENT FINANCE DIVISION AND THE LOCAL GOVERNMENT COMMISSION JANET COWELL TREASURER T. VANCE HOLLOMAN DEPUTY TREASURER Memrandum # 2015-09
More informationCampus Planning Interface (CPI)
Campus Planning Interface (CPI) Belw is the pening screen fr CPI. Yur initial passwrd will be yur last name and the #1 next t it. Yu can g t Manage User Optins in the tlbar t reset yur passwrd. It s als
More informationCash Discounts in SAP
January 13, 2013 Cash Discunts in SAP Create a GL A/c f Discunt Allwed under Indirect Expenses Assign Field status grup :G001 (FS00), Fllw the belw mentined path t cnfigure Terms f Payment (OBB8) Click
More informationPREPARING TO TERMINATE DROP
PREPARING TO TERMINATE DROP If yu wrk until yur riginal Deferred Retirement Optin Prgram (DROP) terminatin date, the Divisin f Retirement will mail yu yur DROP Terminatin Packet apprximately 90 days prir
More informationCAREVEST MORTGAGE INVESTMENT CORPORATION Directions for Completing Retraction Requests
This package is ONLY fr Class A sharehlders f. Cntents f this package (5 pages): - Instructins fr cmpleting yur retractin request - Retractin Request frm fr CareVest Mrtgage Investment Crpratin The February
More informationWinStabs- NMR 2019 Explained
WinStabs- NMR 2019 Explained Prgram Changes New file frmat- will require Access r Runtime 2010 r newer. Access is highly recmmended. Rail and Bus databases cmbined int ne versin. WinStabs will nw huse
More informationELECTRONIC FILING INSTRUCTIONS Commvault Systems, Inc. Securities Litigation
ELECTRONIC FILING INSTRUCTIONS Cmmvault Systems, Inc. Securities Litigatin I. Imprtant Ntes PLEASE READ Electrnic claim submissin is available t institutins filing n their wn behalf r n behalf f thers
More informationChecking and Savings Account Application
Checking and Savings Accunt Applicatin Please use the Checking and Savings Accunt Applicatin t: Open a FREE Checking r Dividend Checking and Opt-in r Out f DCU s Overdraft Payment Service including an
More informationOSSmosis 5 User Guide. Basic Auto Attendants. DCT Telecom Group, Inc
OSSmsis 5 User Guide Basic Aut Attendants Basic Aut Attendants An Aut Attendant is an autmated receptinist that prvides callers with varius greetings and the ptin t transfer t anther user, hunt grup, call
More informationBilling Major Works Service Charges
Billing Majr Wrks Service Charges Carla Blair Capital Wrks Service Charge Cnstructin Manager Lndn Brugh f Suthwark Lndn Brugh f Suthwark v Dirk Andrea Welke Lands Tribunal - LRX/6/2012 Dispute n reasnableness
More informationCitibank Online Investments Release News. July 2007 Release
Citibank Online Investments Release News July 2007 Release What s new in this Release In a cntinued effrt t enhance the user experience with Citibank Online Investments, several new features have been
More informationCommvault Systems, Inc. Securities Litigation
Page 1 f 8 ELECTRONIC FILING INSTRUCTIONS Cmmvault Systems, Inc. Securities Litigatin I. Imprtant Ntes PLEASE READ Electrnic claim submissin is available t institutins filing n their wn behalf r n behalf
More informationList of Services that we provide:
All f the cnsultants at AB Slutins cme frm an insurance agency backgrund, and each has a minimum f 20 years experience in Agency Operatins. Our wrk with hundreds f agencies ver the span f decades can ffer
More informationNew Funds Secured (Ross-CASE) Plug-in Prepared by Douglas Galbraith Version 0.6
Prepared by Duglas Galbraith Versin 0.6 Dcument Cntrl Versin Cntrl Lg Date Name Descriptin Sectins Rev. 21/06/2016 Duglas Galbraith Initial release All 1.0 BLACKBAUD PROFESSIONAL SERVICES PROPRIETARY INFORMATION
More informationHRA s and HSA s GALLAGHER BENEFIT SERVICES, INC. ARTHUR J. GALLAGHER & CO. AJG.COM G-FORMS\GBS Forms\Template - Word - 1 margins.
HRA s and HSA s 1. HRA/HSA What Are They? 2. Can I have ther cverage and still cntribute? 3. Can I cntribute t my FSA if s, full r limited? 4. Can I have bth an HRA and an 5. Can I have bth an HSA and
More information