Dumisoft Cheque writing and PDC management software. Software to track your success

Size: px
Start display at page:

Download "Dumisoft Cheque writing and PDC management software. Software to track your success"

Transcription

1 Buyer s Guide Dumisoft Cheque writing and PDC management software. Software to track your success Bank Accounts Multiple currencies Multiple cheque designs Party name recording Postdated cheque alert and reminder User management Backup and Restore Business and Financial Software For personal and Office Use Review

2 Buyer's Guide Dumisoft CWS for Beginners Need to know more? Call us Saturday - Thursday, 9:00-19:00 info@dumisoft.com 1

3 Session schedule CWS overview Main modules and functions Other modules and functions 2

4 What is Dumisoft CWS? Dumisoft Cheque Writing Software Cheques templates (with Bank names) Issuing a cheque Tracking PDCs Main Benefits Automatic conversion: number to word Built in cheque template available: more than 3000 bank names with templates Postdated cheque alert and reminder: saves you from any void or bounces that might come off of it. Enhance your business 3

5 Dumisoft Accounting/Inventory Software and ERP Solutions For Small Businesses. Software to track your success April 2015 About Dumisoft CWS Core Functionality 1. Built in Bank templates 2. User defined cheques 3. Supports multiple currencies 4. International bank cheque 5. Fast print for frequently used defined clients 6. Auto-conversion from number to word 7. Spelling error underlining 8. Backup and security 9. Postdated alert and reminder 10. Team support available 11. Easy to use Sample printed cheque using Dumisoft CWS 4

6 Dumisoft Accounting/Inventory Software and ERP Solutions For Small Businesses. Software to track your success April 2015 How cheque is issued in CWS Bank Master payee party Transactions PDC alert and reminder 5

7 Additional Info Download and start using software with only few steps for setting up the system at first launch. Print as many as cheques you want. 6

8 Cheque Writer and PDC management Software Dumisoft cheque writer is software which allows you to write cheques fast and accurate. It has a built in for numerous bank templates so that it allows you to just choose the desired bank easily. Its auto conversion feature allows you to only write in numeric or alphabetical and changes the amount in real time. You can avoid spelling mistakes, writing errors and same time putting a professional impression on your suppliers. It helps you to prepare neat printed cheques in two clicks, whether it is writing cheques for Rent, to your employees or printing cheques in bulk for Loan installments. It maintains record of all prepared cheques and offer reports with various filters which you may print or export to Excel or PDF format. Saves your time and gives you the best cheque format ever. It Takes only a Minute!!! Why Dumisoft check printing software is the best? Though there are many options for free cheque printing software download, having a comprehensive and reliable system is very important. Developed keeping various requirements of a business in mind, the cheque printing software from Dumisoft is sure to make you pleasantly surprised. All banks accounts and multiple currencies: If you happen to be a company that do business in multiple currencies and with a lot of banks, the check printing software from Dumisoft will see to it that you can select the design of the bank that you want to write a cheque on against the currency that you want. Multiple cheque designs: The program has pre-installed designs of cheques of different banks and it helps you start using the software as soon as you have installed it without having to wait for the designs to be integrated with the program. Design cheques if you do not find one: With the built-in cheque designing tool, you can design cheques by simple drag and drop options. 7

9 Save the name of the parties to the system and save time: Once you type in the name of a party who you are writing the cheque for, the system will save the name for future references and makes it easy to access for you in the future. Implementing deploying Postdated Cheque alert and reminder: One of the main issues that most companies face is the postdate cheques. Our cheque printing software can alert you and remind you of the postdated cheques and can save you from any trial that might come off of it. Options to print cheques crossing with Account Payee or Non Negotiable : If you have ever searched for a free cheque printing software download option and checked its features, you would have been disappointed as such cheque printing software does not give any value for the customer unlike us. Our software is unique and effective providing you with every option that you would want to have with it. Advance search and find options: One of the best benefits of the software is that you can search the program with any criteria that you want to and you will get what you just wanted to get in any format that you prefer--pdf, Excel or eve n a hard copy. Backup and Restore: All the details that you have on the software can be backed up onto another media for security and you can restore the same in case of any system crash or loss of data. This can surely save you from a lot of headache. User management: The admin of the program can assign different levels of security to each user as to if the user can add, modify or delete any party and how much money they can write per session etc. Things to Remember Setting up the master bank Bearer s name and amount is on user s preference. In order to print on any cheque, it is necessary to make the exact measurement first. Print and Bulk print is available PDC alert and reminders will be visible all the time. Back up and restor will be available. 8

10 Dumisoft CWS v3: cheque writing and PDC management software For Small and Medium Businesses. Need Help? call or Visit: Business and Finacial Software Address: Duminex General Trading Tel: Fax: P.O.Box: Dubai-United Arab Emirates info@dumisoft.com Developed under

Manage your business accounts the easy way with AccèsD Affaires

Manage your business accounts the easy way with AccèsD Affaires c00 Manage your business accounts General information about accounts and transactions c01 The tab groups menus of the chequing accounts, investments, RRSPs and loans registered in your business profile.

More information

Scheme Management System User guide

Scheme Management System User guide Scheme Management System User guide 20-09-2016 1. GETTING STARTED 1.1 - accessing the scheme management system 1.2 converting my Excel file to CSV format 2. ADDING EMPLOYEES TO MY PENSION SCHEME 2.1 Options

More information

Questions & Answers (Q&A)

Questions & Answers (Q&A) Questions & Answers (Q&A) This Q&A will help answer questions about enhancements made to the PremiumChoice Series 2 calculator and the n-link transfer process. Overview On 3 March 2014, we introduced PremiumChoice

More information

QuickBooks Pro Manual

QuickBooks Pro Manual QuickBooks Pro Manual for Development Organisations Fifth version prepared December 2009 for users of QuickBooks Pro 2006. For limited circulation within Mango and selected NGOs (further information from

More information

BUILDSMART DEBTORS. SmartAct. Authorized Training Manual

BUILDSMART DEBTORS. SmartAct. Authorized Training Manual BUILDSMART DEBTORS SmartAct Authorized Training Manual - 1 - - 2 - SmartAct Authorized Training Manual Notice This document and the Buildsmart software may be used only in accordance with the accompanying

More information

INTUIT PROA DVISOR PR O G RAM. QuickBooks Desktop Certification

INTUIT PROA DVISOR PR O G RAM. QuickBooks Desktop Certification INTUIT PROA DVISOR PR O G RAM QuickBooks Desktop Certification Getting Started Guide Table of Contents TABLE OF CONTENTS QuickBooks ProAdvisor Training Objectives... 1 What s in the Workbook?... 2 Chapter

More information

Release Please distribute to all Spectra users in your company.

Release Please distribute to all Spectra users in your company. Release 8.2.0 DECEMBER 2018 Please distribute to all Spectra users in your company. Support Email: support@spectra.ca Visit us online at: www.spectra.ca Support Telephone: (866) 718-2345 Support Fax: (866)

More information

Tricky Transactions & Rock Star Reporting in QuickBooks Online. Authored by Lauretta Finis Quick Bizness Bookkeeping Solutions

Tricky Transactions & Rock Star Reporting in QuickBooks Online. Authored by Lauretta Finis Quick Bizness Bookkeeping Solutions Tricky Transactions & Rock Star Reporting in QuickBooks Online Authored by Lauretta Finis Quick Bizness Bookkeeping Solutions QuickBooks Connect Sydney 24 th May 2018 Copyright Copyright 2018 Intuit Ltd.

More information

Prepare for Automatic Enrolment

Prepare for Automatic Enrolment Section title Sage 50 Payroll: Auto Enrolment Edition and The Pensions Module Prepare for Automatic Enrolment 1 What is Sage 50 Payroll? New Sage 50 Payroll: Auto Enrolment Edition Manage your people What

More information

The Hidden Costs of Paper-Based Payments. How Electronic Payments Save You Time, Cut Your Costs and Improve Your Customer Relationships

The Hidden Costs of Paper-Based Payments. How Electronic Payments Save You Time, Cut Your Costs and Improve Your Customer Relationships The Hidden Costs of Paper-Based Payments How Electronic Payments Save You Time, Cut Your Costs and Improve Your Customer Relationships The Hidden Costs of a Simple Check B2B payment methods are slow and

More information

SmartBank Elegant Cash Book Management

SmartBank Elegant Cash Book Management 1 SmartBank Elegant Cash Book Management Content Chapter 1 Introduction & overview - 2 - Chapter 2 Steps 1 to Step 4 Summary - 3 Chapter 3 Quick step by step walk through guide - Step 1) Choosing your

More information

I added my Checking and Savings accounts from another financial institution. Why didn t my loans and other accounts import as well?

I added my Checking and Savings accounts from another financial institution. Why didn t my loans and other accounts import as well? What is MoneyDesktop? MoneyDesktop is a PFM, Personal Financial Management tool, that helps you budget and manage your finances. It allows you to import all of your accounts, across multiple institutions,

More information

BEAM Venture Wizard Quick Start Guide

BEAM Venture Wizard Quick Start Guide BEAM Venture Wizard Quick Start Guide COPYRIGHT 2014 Beam4D Enterprises, LLC Published on 08/03/2014 All Rights Reserved. This document is designed to provide accurate and useful information regarding

More information

Sage 50 Payroll. New. Payroll software for small to medium sized businesses who need complete control and confidence in their payroll process.

Sage 50 Payroll. New. Payroll software for small to medium sized businesses who need complete control and confidence in their payroll process. New Payroll software for small to medium sized businesses who need complete control and confidence in their payroll process. 1 What is Sage 50 Payroll? Sage 50 Payroll provides you with the confidence

More information

Advanced Credit Control Module Administrators Guide DOCUMENTATION. Phone: Fax:

Advanced Credit Control Module Administrators Guide DOCUMENTATION. Phone: Fax: Advanced Credit Control Module Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: OCT

More information

Opening a pensionsync account for the first time

Opening a pensionsync account for the first time Set-up user guide Table of contents Opening a pensionsync account for the first time... 2 How to open an Account... 2 Understanding your Account... 4 Viewing your account... 4 Account Details... 5 Payroll

More information

MT4 Awesomizer V3. Basics you should know:

MT4 Awesomizer V3. Basics you should know: MT4 Awesomizer V3 Basics you should know: The big idea. Awesomizer was built for scalping on MT4. Features like sending the SL and TP with the trade, trailing stops, sensitive SL lines on the chart that

More information

Online elections for corporate actions

Online elections for corporate actions macquarie Wrap Online elections for corporate actions Online elections provide you with a fast and easy way to manage your clients participation in market offers. Our online service aims to increase efficiency

More information

Bill Pay - Frequently Asked Questions (FAQs)

Bill Pay - Frequently Asked Questions (FAQs) Bill Pay - Frequently Asked Questions (FAQs) Putnam Bank Bill Payment Service Using our Bill Payment service will save you time and money. Rather than writing and mailing checks to the same biller/payee

More information

If you cannot recall your User ID you will want to contact us at option 3and we will be able to provide your User ID.

If you cannot recall your User ID you will want to contact us at option 3and we will be able to provide your User ID. Frequently Asked Questions Logging In/Navigating Online Banking What if I can't remember my User ID? If you cannot recall your User ID you will want to contact us at 319-393-9000 option 3and we will be

More information

Hyper Drive Information Technologies Pvt. Ltd Financial Accounting

Hyper Drive Information Technologies Pvt. Ltd Financial Accounting Hyper Drive Information Technologies Pvt. Ltd Financial Accounting Financial Accounting Accounting plays very important role in any business. The major importance of financial accounting is the recording

More information

Risk Disclosure and Liability Disclaimer:

Risk Disclosure and Liability Disclaimer: Risk Disclosure and Liability Disclaimer: The author and the publisher of the information contained herein are not responsible for any actions that you undertake and will not be held accountable for any

More information

To do a Payroll Year End in Xero

To do a Payroll Year End in Xero To do a Payroll Year End in Xero You can use Xero to process your employees' individual non-business payment summaries and send the annual report to the ATO. To help you complete your end of year payment

More information

4 Using Financial Tools Taking Action

4 Using Financial Tools Taking Action Financial Template A Microsoft Excel template is provided with this program to save hours of time in creating a budget for your Business Plan. When you initially access the file from www. fasttrac.org/resource-center,

More information

ACCOUNTS PAYABLE. E-hors V3 ACCOUNTS PAYABLE

ACCOUNTS PAYABLE. E-hors V3 ACCOUNTS PAYABLE ACCOUNTS PAYABLE Book Miscellaneous Invoice is the program you use to post/book all the Invoices from the Suppliers that do not have PO generated from E-hors. For example Utility expenses and etc. 1. Go

More information

OVERVIEW GUIDE TO HOME COUNSELOR ONLINE NATIONAL FORECLOSURE MITIGATION COUNSELING (NFMC) FEATURES

OVERVIEW GUIDE TO HOME COUNSELOR ONLINE NATIONAL FORECLOSURE MITIGATION COUNSELING (NFMC) FEATURES OVERVIEW GUIDE TO HOME COUNSELOR ONLINE NATIONAL FORECLOSURE MITIGATION COUNSELING (NFMC) FEATURES WHO SHOULD USE THIS OVERVIEW GUIDE? WHAT IS NFMC? This overview guide contains information for Home Counselor

More information

MANAGE THE COMPLETE BUILD PROCESS WITH EQUE2 HOUSEBUILDING

MANAGE THE COMPLETE BUILD PROCESS WITH EQUE2 HOUSEBUILDING MANAGE THE COMPLETE BUILD PROCESS WITH EQUE2 HOUSEBUILDING Create takeoffs and budgets, generate orders, manage subcontractors and keep project costs on track with the Eque2 Build module part of our complete

More information

How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator

How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator Table Of Contents Creating a New Foreclosure Mitigation Client (FMC)...

More information

Release Notes. IFRS for SMEs

Release Notes. IFRS for SMEs Release Notes IFRS for SMEs 2017.01.02 November 2017 Index 1. Executive summary... 3 2. CaseWare 2017... 3 2.1. File Stability... 3 2.2. Maintenance of recent files list... 3 2.3. Year End Close (YEC)

More information

Atradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0

Atradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0 July 2018 - version 3.0 User manual 1 - User Manual Version 3.0 Drive your business forward with powerful, easy-to-use credit management tools is the Atradius online platform, which offers you one place

More information

Credit Control Administrators Guide DOCUMENTATION. Phone: Fax:

Credit Control Administrators Guide DOCUMENTATION. Phone: Fax: Credit Control Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: OCT 2013 AUTHOR DATE

More information

Monthly Treasurers Tasks

Monthly Treasurers Tasks As a club treasurer, you ll have certain tasks you ll be performing each month to keep your clubs financial records. In tonights presentation, we ll cover the basics of how you should perform these. Monthly

More information

STRATA Master Version 8.0 Upgrade. Participant Workbook

STRATA Master Version 8.0 Upgrade. Participant Workbook STRATA Master Version 8.0 Upgrade Participant Workbook NOT TO BE REPRODUCED IN ANY WAY Copyright Reserved 2015 The staff of Rockend Technology Pty Limited has taken due care in preparing this Training

More information

User guide for employers not using our system for assessment

User guide for employers not using our system for assessment For scheme administrators User guide for employers not using our system for assessment Workplace pensions CONTENTS Welcome... 6 Getting started... 8 The dashboard... 9 Import data... 10 How to import a

More information

CHAPTER 8: PERIOD-END PROCEDURES

CHAPTER 8: PERIOD-END PROCEDURES Chapter 8: Period-End Procedures CHAPTER 8: PERIOD-END PROCEDURES Training Objectives Actively participating in this chapter helps you: Understand the procedures that are completed at the end of an accounting

More information

Prepare for Automatic Enrolment

Prepare for Automatic Enrolment Sage 50 Payroll: Auto Enrolment Edition and The Pensions Module Prepare for Automatic Enrolment 1 What s Section new titlein Sage 50 Payroll Auto Enrolment Edition Automatic Enrolment What s new in Sage

More information

Master Budget Excel Project

Master Budget Excel Project Master Budget Excel Project Overview: In this project, you will prepare a master budget in an Excel spreadsheet for Cascade Products Company for the year 2018, based on the materials in Ch. 7 Master Budgeting.

More information

COMMISSIONS USER MANUAL

COMMISSIONS USER MANUAL COMMISSIONS USER MANUAL Webcetera, Inc. All Rights Reserved Contents Welcome to EZLynx Commissions... 4 AGENCY SETUP TASKS... 4 1 Authorize Users for Commissions Access... 4 2 Create an Applicant & Policies

More information

Draftworx Manual. Thank you for choosing Draftworx

Draftworx Manual. Thank you for choosing Draftworx Draftworx Manual Thank you for choosing Draftworx Contents Installing the program... 4 Activating the program... 5 Getting going... 6 Training videos... 6 Filter bar... 6 Regional Settings... 8 Client

More information

PEACHTREE COMPLETE 2008 WORKSHOP 3 SULLIVAN REALTY

PEACHTREE COMPLETE 2008 WORKSHOP 3 SULLIVAN REALTY PEACHTREE COMPLETE 2008 WORKSHOP 3 SULLIVAN REALTY Sullivan Realty Mini Practice Set Reviewing the Cycle Twice This workshop adds to Peachtree skills learned in Workshops 1 and 2 so complete those workshops

More information

X3 Intelligence Reporting

X3 Intelligence Reporting Standard report layouts With real-time data delivered from Sage X3 into the familiar environment of Microsoft Excel, Sage Intelligence Reporting offers you the following standard financial report layouts

More information

Home Equity Reverse Mortgage Information Technology (HERMIT) HERMIT System Changes Release 5.4

Home Equity Reverse Mortgage Information Technology (HERMIT) HERMIT System Changes Release 5.4 Home Equity Reverse Mortgage Information Technology (HERMIT) HERMIT System Changes Release 5.4 Release Date: 09/19/17 Document Date: 09/07/17 September 2017 Version 1.0 INTRODUCTION HERMIT SYSTEM CHANGES

More information

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0 Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,

More information

Welcome to Trader Vision 20/20 (Version 2)

Welcome to Trader Vision 20/20 (Version 2) Welcome to Trader Vision 20/20 (Version 2) First of all, thank you again for your purchase. It is our greatest hope that you find Trader Vision 20/20 (aka TV20/20) to be a tremendous aid and a tool that

More information

Data Integration with Albridge Solutions and Advisor Workstation 2.0

Data Integration with Albridge Solutions and Advisor Workstation 2.0 Data Integration with Albridge Solutions and Advisor Workstation 2.0 This document explains how to import both portfolios and core accounts from Albridge into Morningstar s Advisor Workstation 2.0. Overview

More information

CHAPTER 7 REPORTS AND GRAPHS

CHAPTER 7 REPORTS AND GRAPHS CHAPTER 7 REPORTS AND GRAPHS SCENARIO I need an income tax summary report ASAP Mr. Castle barks as he races past your cubicle. In a few seconds he charges past your cubicle again. Don t forget to adjust

More information

If it has do you know the employer ID? Has the pension scheme already been set up within Star Payroll Professional? o

If it has do you know the employer ID? Has the pension scheme already been set up within Star Payroll Professional? o pensionsync is a third party provider of integration solutions which connects payroll to pensions so you can send your pension feed to the pension provider at the click of a button. pensionsync offer a

More information

Welcome to the Dynamics GP Users Group Year-End Processing

Welcome to the Dynamics GP Users Group Year-End Processing Welcome to the Dynamics GP Users Group 2011 Year-End Processing Introduction Charles Allen Managing Consultant More than 20 years experience Microsoft MVP Cindy Boersma Senior Managing Consultant More

More information

Shared: Budget Adjustments Import

Shared: Budget Adjustments Import Shared: Budget Adjustments Import User Guide Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition Invoice Professional/Premium

More information

Trade Services. Short Guide. Trade Services. April Page 1 of 16

Trade Services. Short Guide. Trade Services. April Page 1 of 16 Short Guide Trade Services April 2017 Page 1 of 16 1 Trade Services Introduction Trade Services is an Internet-based Trade Finance Banking system which provides corporate and commercial import and export

More information

Key Summary of the E-Filing Process Step 1. Sign Up / Sign In Sign Up : Sign In :... 6

Key Summary of the E-Filing Process Step 1. Sign Up / Sign In Sign Up : Sign In :... 6 Table of Contents Key Summary of the E-Filing Process... 3 Step 1. Sign Up / Sign In... 5 1.1 Sign Up :... 5 1.2 Sign In :... 6 Step 2. Download Spreadsheet CT & ixbrl A/c / Co. House / VAT... 7 Step 3.

More information

IQ DEBTORS INTEREST CHARGING

IQ DEBTORS INTEREST CHARGING IQ DEBTORS INTEREST CHARGING PREFACE This is the guide for IQ Retail (PTY) Ltd Accounting Software Systems. It will cover in detail, the technical aspects which are applicable to the IQ Enterprise 7 Accounting

More information

Manually entering employee data

Manually entering employee data Manually entering employee data This guide is designed to walk you through entering employee data manually in your employer Online Services account. This method is suitable for employers who don t use

More information

Reference Guide Business Online Banking

Reference Guide Business Online Banking Reference Guide Business Online Banking Contents Page 3 Getting Started Page 5 UK Payments Page 8 Internal Transfers Page 9 Balances & Transactions Page 11 Statements & Reports Page 12 Cheque Management

More information

Welcome to your Nationwide MySave Online Account

Welcome to your Nationwide MySave Online Account Welcome to your Nationwide MySave Online Account This guide will tell you everything you need to know about the account and help you make the most of it. If you have any further questions, you can call

More information

Page 1 of 39 Youtube.com/ViralJadhav

Page 1 of 39  Youtube.com/ViralJadhav Page 1 of 39 www.tallytraining.in Youtube.com/ViralJadhav viral@tallytraining.in +91 9558821174 Don t just learn Data Entry in Tally.. Learn Complete Accounting and Taxation System with Industry Experts.

More information

Newgen Solution for FATCA compliance. Built-on Dynamic Rules Driven BPM Suite

Newgen Solution for FATCA compliance. Built-on Dynamic Rules Driven BPM Suite Newgen Solution for FATCA compliance Built-on Dynamic Rules Driven BPM Suite FATCA Foreign Account Tax Compliance Act. Overview The Foreign Account Tax Compliance Act (FATCA) was enacted by the United

More information

Lynx TotalView Best Practices Guide

Lynx TotalView Best Practices Guide Lynx TotalView Best Practices Guide Recommended Reports Schedule & Checklist Although Lynx TotalView provides reports for your entire practice, this guide is specifically geared towards a biller, billing

More information

Vodafone Cross Cost Centre Allocation

Vodafone Cross Cost Centre Allocation Vodafone Cross Cost Centre Allocation User Guide Vodafone New Zealand Limited. Correct as of April 2014. Do business better Contents Go straight to the page you need by clicking one of the sections below

More information

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims. P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed

More information

Morningstar Office Release Notes December 10, 2010

Morningstar Office Release Notes December 10, 2010 Morningstar Office 3.9.1 Release Notes December 10, 2010 Table of Contents CLIENT INFORMATION MANAGEMENT...3 CLIENT WEB PORTAL...5 CLIENT/PORTFOLIO MANAGEMENT...7 ALERTS...7 RESEARCH...8 INVESTMENT REPORTS

More information

Using Junxure with TD Ameritrade Institutional s Veo Platform. October 2012

Using Junxure with TD Ameritrade Institutional s Veo Platform. October 2012 Using Junxure with TD Ameritrade Institutional s Veo Platform October 2012 1 Access to the Veo platform's open access capabilities is provided as a service to financial advisors using the brokerage, execution

More information

Key Summary of the E-Filing Process Step 1. Sign Up / Sign In... 5

Key Summary of the E-Filing Process Step 1. Sign Up / Sign In... 5 Table of Contents Key Summary of the E-Filing Process... 3 1 Step 1. Sign Up / Sign In... 5 1.1 Sign Up :... 5 1.2 How to Appoint Additional Users :... 7 1.3 Sign In :... 8 2 Step 2. Download Spreadsheet

More information

Crowdfunding for Importers 1 /14. Buyer s Guide Crowdfunding for Importers

Crowdfunding for Importers 1 /14. Buyer s Guide Crowdfunding for Importers Crowdfunding for Importers 1 /14 Buyer s Guide Crowdfunding for Importers Crowdfunding for Importers 2 /14 Copyright Notice This document and its content is copyright of Asiaimportal (HK) Limited - Asiaimportal

More information

LOCAL SCHOOL ACCOUNTING OVERVIEW

LOCAL SCHOOL ACCOUNTING OVERVIEW LOCAL SCHOOL ACCOUNTING OVERVIEW L O C A L S C H O O L F I N A N C I A L M A N A G E M E N T T R A I N I N G P R O G R A M M A R C H 5, 2 0 1 3 L O I S S T E P H E N S O N M O U N T A I N B R O O K C I

More information

NextGen Financial Management & NextGen Purchasing Fiscal Year End 2018

NextGen Financial Management & NextGen Purchasing Fiscal Year End 2018 Financial Management & Purchasing Fiscal Year End 2018 LOCAL GOVERNMENT CORPORATION ALL RIGHTS RESERVED 2011-2018 (Rev. 05/21/2018) Version 4 Copyright 2011-2018 All Rights Reserved Purchasing and Financial

More information

Same Day ACH FAQs. Overview. Types of transactions. Opting in now or later

Same Day ACH FAQs. Overview. Types of transactions. Opting in now or later Same Day ACH Same Day ACH FAQs Overview 2018 Guide Since the Same Day ACH rule changes have been the most significant changes in NACHA history, you probably have a lot of questions. The following are responses

More information

Get Started with My Budget Planner

Get Started with My Budget Planner Page 1 of 24 Get Started with My Budget Planner Click on the "Start" button, select "Programs", select "My Budget Planner" to open My Budget Planner software. When you open My Budget Planner a Welcome

More information

Suppliers and Expenses Part I

Suppliers and Expenses Part I QuickBooks Online Student Guide Chapter 4 Suppliers and Expenses Part I Chapter 2 Chapter 4 In this chapter, you ll learn the steps necessary to set up suppliers, enter expenses, and track bills in QuickBooks

More information

Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE. Last revised: 8/19/10 12:22 PM

Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE. Last revised: 8/19/10 12:22 PM Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE Last revised: 8/19/10 12:22 PM New World Systems 1 CONTENTS Contents... 1 Introduction... 3 System Administrator Guide... 4 Company

More information

STRADE system guidance

STRADE system guidance www.strade.com.vn Page 1 / 41 CONTENTS 1. ONLINE TRADING GUIDANCE... 4 1.1. Log in... 4 1.2. View price board... 6 1.2.1. Price board No.1... 6 1.2.2. Price board No.2... 8 1.2.3. Price board No.3... 8

More information

Additional Medicare Tax User Guide for QuickBooks

Additional Medicare Tax User Guide for QuickBooks Additional Medicare Tax User Guide for QuickBooks Beginning tax year 2013, a new Additional Medicare Tax (a provision of the Affordable Care Act) of 0.9 percent applies to individuals Medicare taxable

More information

IMS PAYROLL PARTNER - INSTALLATION & RELEASE NOTES v3.60 March 2010

IMS PAYROLL PARTNER - INSTALLATION & RELEASE NOTES v3.60 March 2010 Note: New tax legislation applies to all pay periods processed with an PERIOD END Date on or after 1 st April 2010. If you are required to process a pay period with an PERIOD END DATE in March 2010 but

More information

CHAPTER 12 ADVANCED QUICKBOOKS FEATURES FOR ACCOUNTANTS

CHAPTER 12 ADVANCED QUICKBOOKS FEATURES FOR ACCOUNTANTS CHAPTER 12 ADVANCED QUICKBOOKS FEATURES FOR ACCOUNTANTS SCENARIO During the month of January 2018 you continue to operate your painting service while still managing Paint Palette Store. You know that you

More information

TradingPredictor. Professional Resource and Indicator Signals for Traders. Trade Alert Chart Check List

TradingPredictor. Professional Resource and Indicator Signals for Traders. Trade Alert Chart Check List TradingPredictor Professional Resource and Indicator Signals for Traders Trade Alert Chart Check List Use this Guide to Check that Your Charts are Good and the Markets are Safe for a Trade when you Hear

More information

Moneydance User's Guide

Moneydance User's Guide Moneydance 2010 User's Guide 1 Moneydance 2010 User's Guide Table Of Contents Table Of Contents...1 Chapter 1: Introduction...4 Introduction... 4 What's New and Improved in Moneydance 2010...4 What is

More information

How to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax

How to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax How to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax Introduction... 2 Client Intake... 2 Using the GPS Form and Carrying out the Service Steps... 5 Collect NW

More information

Getting started. UltraBranch Business Edition. alaskausa.org

Getting started. UltraBranch Business Edition. alaskausa.org Getting started UltraBranch Business Edition alaskausa.org Contents 2 4 6 8 9 11 13 14 15 21 22 23 24 Key features Getting started Company permissions Setting & exceeding limits Configuring ACH & tax payments

More information

Introduction to Income Statements With Sage 50 Complete Accounting Section 0130A

Introduction to Income Statements With Sage 50 Complete Accounting Section 0130A Introduction to Income Statements With Sage 50 Complete Accounting Section 0130A Presentation Objectives The goal of this section is to present the following concepts to the reader. 1. Recap of the flow

More information

Processing Claims & Calculating Blended Rates

Processing Claims & Calculating Blended Rates Processing Claims & Calculating Blended Rates Overview Minute Menu CX is built to process claims that are ready to be submitted to your state agency. When a claim is processed, the system must do two primary

More information

How to Use the New NeighborWorks New Homebuyer Down Payment Assistance Only Module in CounselorMax

How to Use the New NeighborWorks New Homebuyer Down Payment Assistance Only Module in CounselorMax How to Use the New NeighborWorks New Homebuyer Down Payment Assistance Only Module in CounselorMax Introduction... 2 Client Intake... 2 Using the GPS Form and Carrying out the Service Steps... 4 Collect

More information

ELECTRONIC BILL PAYMENT OVERVIEW

ELECTRONIC BILL PAYMENT OVERVIEW ELECTRONIC BILL PAYMENT Our online electronic bill payment system allows you to pay bills through our secure Internet server. You may schedule a payment; schedule recurring payments to be issued automatically;

More information

Default Management Reporting System (DMRS) Correcting Event Failures and the Failed Submitted Events Report Job Aid

Default Management Reporting System (DMRS) Correcting Event Failures and the Failed Submitted Events Report Job Aid Default Management Reporting System (DMRS) Correcting Event Failures and the Failed Submitted Events Report Job Aid 2016 Fannie Mae. Trademarks of Fannie Mae. Version 2, Page 1 Table of Contents Purpose...

More information

Plan Sponsor Website Guide

Plan Sponsor Website Guide Plan Sponsor Website Guide Accessing Your Account... p 1 Summary... p 2 Your Participants... p 3 Participant Loans... p 6 Participant Withdrawals... p 8 Plan Asset Details... p 9 Plan Information... p

More information

InformationNOW Billing Fiscal Year Closeout Procedures

InformationNOW Billing Fiscal Year Closeout Procedures InformationNOW Billing 2017-2018 Fiscal Year Closeout Procedures About this Guide This document describes the fiscal year closeout procedures in InformationNOW Billing. The Fiscal Year Closeout menu will

More information

ShelbyNext Financials: General Ledger Best Practices

ShelbyNext Financials: General Ledger Best Practices ShelbyNext Financials: General Ledger Best Practices (Course #F213) Presented by: Dave Heston Shelby Consultant 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks

More information

QuickSuper. Paying for contributions.

QuickSuper. Paying for contributions. QuickSuper Paying for contributions www.clearinghouse.australiansuper.com QuickSuper Paying for contributions Document History Date Description 15 May 2011 Initial release to include Direct Debit and EFT

More information

Livestock Office Native Accounting

Livestock Office Native Accounting Livestock Office Native Accounting 12/04/2017 Contents Native Accounting... 2 General Ledger... 3 G/L Codes... 3 G/L Code Budgets... 4 G/L Tree... 5 G/L Journals... 6 Bank Accounts... 7 Bank Statements...

More information

GMS. Cleansing the Database

GMS. Cleansing the Database GMS Cleansing the Database Introduction One of the major issues with GMS is data. The data on the system has been in existence for approximately 10 years and it is highly likely that the data has never

More information

Payroll User Guide SETTING UP YOUR NEW PENSION

Payroll User Guide SETTING UP YOUR NEW PENSION Payroll User Guide SETTING UP YOUR NEW PENSION Contents 1. Introduction a How pensions work in payroll systems b Your payroll and auto enrolment c Other information 2. Setting up your auto enrolment pension

More information

Microsoft Dynamics GP Payable Management. Series GP 2018

Microsoft Dynamics GP Payable Management. Series GP 2018 Microsoft Dynamics GP Payable Management Series GP 2018 Contents Course Objectives 7 Payables Management Setup 11 1.1 Payables Management Setup 15 1.2 Payables Setup Options 21 1.3 Creditor Class Maintenance

More information

ONLINE BILL PAY UPGRADE GUIDE & FAQ

ONLINE BILL PAY UPGRADE GUIDE & FAQ ONLINE BILL PAY UPGRADE GUIDE & FAQ We re excited to announce that we are upgrading our Online Bill Pay system. Our upgraded system will be available on Friday, July 14, 2017 and is designed to improve

More information

DoubleTime 8.0. Release Notes

DoubleTime 8.0. Release Notes Page 2 We are pleased to announce the release of DoubleTime Version 8.0 This version contains all of the compliances for the TILA-RESPA Rule Amendments for 2017. A new text editor has been added to make

More information

Common QuickBooks & Enterprise Mistakes (Part II)

Common QuickBooks & Enterprise Mistakes (Part II) Common QuickBooks & Enterprise Mistakes (Part II) Brought to you by: Internet-based Accounting Training + Live Coaching www.infoplusaccounting.com Management Accounting Services & Support Software Part

More information

Sage (UK) Limited Copyright Statement

Sage (UK) Limited Copyright Statement Sage (UK) Limited Copyright Statement Sage (UK) Limited, 2011. All rights reserved We have written this guide to help you to use the software it relates to. We hope it will be read by and helpful to lots

More information

Session 2 Front Desk Tasks

Session 2 Front Desk Tasks Session 2 Front Desk Tasks Agenda Front Desk Activities: Patient Search Manage Appointments Patient Registration Manage Recalls Patient Charts Manage Schedules Eligibility Checking Front Desk Screen Overview

More information

QUICKBOOKS DESKTOP 2017 CERTIFICATION COURSE. Supplemental Guide. Module 4: Sales and Receivables

QUICKBOOKS DESKTOP 2017 CERTIFICATION COURSE. Supplemental Guide. Module 4: Sales and Receivables QUICKBOOKS DESKTOP 2017 CERTIFICATION COURSE Supplemental Guide Module 4: Sales and Receivables Copyright Copyright 2016 Intuit, Inc. All rights reserved. Intuit, Inc. 5601 Headquarters Drive Plano, TX

More information

FxPro Partners Portal Guide

FxPro Partners Portal Guide FxPro Partners Portal Guide What is the FxPro Partners Portal? The FxPro Partners Portal provides FxPro partners with information about their partnerships and clients. Partners can use the menu on the

More information

2016 Resource NG Trustee Fiscal Year End 3/29/2016

2016 Resource NG Trustee Fiscal Year End 3/29/2016 Local Government Corporation Resource 2016 NextGen Trustee Year End Year End Process Steps Prior to Closing June Year End actually starts before you close the month of June. Start reviewing the TB for

More information

QuickSuper. User Guide.

QuickSuper. User Guide. QuickSuper User Guide www.clearinghouseapp.hostplus.com.au QuickSuper User Guide Document History Date Description 26 Jul 2010 Initial release 20 May 2011 Updated to include EFT payment method. 03 Nov

More information