Accounts

PUTTING A CUSTOMER ON-HOLD
Customers are put on hold  to prevent a Customer Job from being created, SAM will at least issue a warning to the person creating a Job and/or when posting ...
Wed, 24 Nov, 2021 at 12:22 PM
Credit Matching
Credit Matching is the process of matching a payment (credit) against an invoice. In most cases the system credit matches transactions when you are making p...
Thu, 24 Feb, 2022 at 4:58 PM
[Orion] How to Query Orion Data
This article will guide you through all you need to know on how to export a customer list from Orion. Customer balance (CUS: Balance) data will be used ...
Thu, 14 Apr, 2022 at 9:15 AM
[Orion] Debtors Ledger Reconciliation
How to reconcile your debtors ledger to your general ledger in Orion At the end of each month you should be reconciling your Debtors Ledger to the General...
Thu, 7 Apr, 2022 at 6:15 PM
[Orion] Bad Debts - how to identify, write off and write back
This article describes how you can identify bad debtors then write off outstanding balances that you do not expect to recover. If you later rec...
Wed, 21 Jul, 2021 at 10:34 PM
[Orion] How to reconcile Parts Inventory
This article shows you how to reconcile the parts inventory in Orion At the end of each month you should be reconciling your parts inventor...
Wed, 21 Jul, 2021 at 10:42 PM