Create an expense allocation schedule:

Go to Transactions > Financial > Create Allocation Schedules. In the Primary Information section: -Enter Name -Enter subsidiary -In the Frequency field, choose how often you want to reallocate expenses from this account. -In the Next Date field, enter the date of the next scheduled allocation In Complete the Source subtab: -If you want to create an offsetting credit for the amount… Continue reading Create an expense allocation schedule:

Reconciling Credit Card Statements

To reconcile a credit card statement: Go to Transactions > Bank > Reconcile Credit Card Statement. In the Account field, select the credit card you are balancing. In the Statement Date field, enter or pick the date of the statement. In the Start Date field, enter the beginning of the reconciliation period. In the Ending Statement Balance field, enter the closing balance on the… Continue reading Reconciling Credit Card Statements

Adding a subtab in a Customer Record and add a custom record under the subtab.

To add a sub tab in a record Navigate to Customization>Forms>subtabs>New. Click the subtab for the type of record where you want to create a new subtab: Transaction, Entity, Item, or CRM. This method of creating custom subtabs enables you to quickly create multiple subtabs for a specific record type. You cannot, however, specify your own script ID from… Continue reading Adding a subtab in a Customer Record and add a custom record under the subtab.

Create a Virtual Field in a record.

To create a virtual field of type select in a record use : Can make this field mandatory using script & also can specify the position of field by decide next field in the record by: