Getting Started #
Knowing the correct steps for loading beginning balances is the biggest challenge. The templates below will guide you through the most seamless balance loading process that exists.
Available Templates #
- Implementation Balance – AP 1099 Totals
- Implementation Balance – AP Open Invoices
- Implementation Balance – AR Open Invoices
- Implementation Balance – CM Outstanding Checks
- Implementation Balance – GL Account Balances
- Implementation Balance – JB Billed and Received
- Implementation Balance – JB Open Invoices
- Implementation Balance – JC Job Cost
- Implementation Balance – JC Billing, Received, Retainage
- Implementation Balance – PO Open Purchase Orders
- Implementation Balance – PR Employee Accums
- Implementation Balance – PR Employee Leave
- Implementation Balance – SL Open Subcontracts