A5 - ALLOCATING RENEGADE ZERO BALANCES

• Related Articles

• CLEARING OUT ZERO BALANCES- XXX

  https://docs.google.com/document/d/1cV8D28-46LU3iuAW00k5QMeAgRakT4oayVO2KomIWlw/edit SCENARIO 1 VIDEO GUIDE SCENARIO 2 VIDEO GUIDE *dont do for EBAY & CAP accounts On the upper left side of the ACCOUNTS RECEIVABLE screen, click on SUMMARY tab Click ...

• QUOTES - Doing a pinnacle zero value quote

  LINK TO GUIDE DOC

• S11 - MANAGING & ALLOCATING/REFUNDING CREDITS

  Needs access to Ebay Paypal and S11 REPORT 1. MANAGING CREDITS SALES - FIND ORDERS Order type - CREDIT INVOICE Date range - PREVIOUS DAY (IF MONDAY - FRIDAY TO SUNDAY DATE) Text filter - EBAY/GUMTREE/SALES @ ONLINE/ONLINE SALES SEARCH COPY RESULTS TO ...

• EFTPOS - ALLOCATING AM- COUNTER CARDS XXXXXXXXXX

  https://docs.google.com/document/d/1JcPGEq92TS_zMnGWOvw7zcTIjCy_IL7oO0Kt-J2dYok/edit REQUIRES ACCESS TO PINNACLE and BANKING MASTERFILE - ask for log in credentials from your manager SET UP - ONE SCREEN FOR PINNACLE and ONE SCREEN FOR BANKING ...

• PETTY CASH CHEQUE - UNALLOCATED CLEARING

  This task is to clear old unallocated amounts from a customer's account When we receive ticket  e.g. The amount shall appear in the Xero dashboard as a debit, and the 5xxxx numbers are the cheque numbers e.g We will be clearing the debit in Xero and ...