How to Use OneSource

11	* AR - Manage Receivables The Manage Receivables form is primarily used as a visual tool to get a quick glance at the "big picture" status of each customer selected with an open balance (or All Customers). Using the OneSource menu bar, click AR/AP , then select Manage Receivables.…
12	* AR - Receive Payments Receiving Payments on the Receive Payments screen Opening the Receive Payments Form Using the menu bar at the top of your screen, click AR/AP , then select Receive Payments. When the Receive Payments form opens, all of the Invoice records with outstanding…
13	* AR - Statements How to open the Customer Statements screen Click on the AR/AP Menu and select Customer Statements. How to Print Customer Statements Select a Statement Type: Open Item is usually the best choice for regular monthly statements. (Be sure to select the To Date).…
14	* Banking - Check Writer ( Checks, Deposits, Adjustments ) Table of Contents Table of Contents Check Writer - Overview Creating a new Bank Account (Checking Account) Getting stared with the right Bank Account balances Check Writer - Common Tasks Where to buy checks and deposit slips for OneSource How to transfer…
15	* Banking - Check Reconciliation Overview The Check Reconciliation screen provides a way to reconcile any of your OneSource Bank accounts. How to Perform a Bank Reconciliation using the Check Reconciliation screen - Step by Step Open the Check Reconciliation screen: Click Banking > Check…
16	* Banking - Check Register No content is available for this KBA at this time. For help with this screen please contact OneSource Software at support@onesourcesoftware.com or (801) 748-4804.
17	* Customers & Prospets - Add New How to open the Add New Customer or Prospect screen Shortcut Key: Ctrl + F3, or Menu: Contacts > Add New Customer or Prospect, or Drop down list: When typing in a Bill To or Ship To Customer name (on any of the Sales screens--that is not already in the…
18	* Customers & Prospects Key Concepts & Vocabulary Assumptions: This article assumes that you have already read the Getting Started With OneSource (Read First) article. Customer vs. Prospect - what's the difference? In OneSource, there is really no significant difference between…
19	* GL - Account Reconciliation No content is available for this KBA at this time. For help with this screen please contact OneSource Software at support@onesourcesoftware.com or (801) 748-4804.
20	* GL - Batch Post GL Transactions Overview of the Batch Post GL Transactions screen Using the Batch Post GL Transactions screen, you can: View ALL unposted sub-ledger (Invoice, Invoice Payments, Bills, etc) transactions on 1 screen. Post ALL unposted GL transactions of all types all at once,…

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