How to Use OneSource

You can subdivide your financial reports by department or 'division' by making use of the GL Divisions option in OneSource. Set up GL Divisions by following these steps: 1. Create Divisions in the Company Setup & Preferences. Open the Company Setup &…

Being an MS Access application with data stored on a file server, OneSource relies on all of the following components to operate correctly: A properly functioning connection to your network file server : How long does it take to copy a file about 100MB in…

Written by Steve Childs, 10/17/14. Last Updated by Steve Childs, 7/28/15. If your copy of OneSource is running slow, there are a number of possible causes for the problem including server hardware issues, Windows operating system issues, OneSource user file…

Open the Company Setup & Preferences and make sure the following functions are enabled: On the Inventory tab, Tab options table, click on the Auto Parts Details option. On the Inventory tab, Click on the Mag Glass for Inventory Category labels The Inventory…

Getting setup to use the Factored Feature. Preparation for the Data Export to the Bank (Client) Provide OneSource with the data fields necessary to be sent to the bank. Provide OneSource with the format that this data needs to be sent in. Work with OneSource…

When Ordering parts from a supplier you may have additional costs that may need to be added to each part in order to get an accurate landed cost. OneSource has a built in feature will break down the total freight into charges for each individual item based…

When an Invoice shows 0 cost on an Invoice It can be caused by not having a cost on the purchase order that it was received on. To fix this on the Invoice. Unpost the Invoice Click Edit Double click in the cost field Enter the cost Post

Getting Started with the General Ledger Using the Chart of Accounts screen (to setup and manage GL Accounts) How to set up GL Cash Flow Groups How to set up a budget for a GL accounts How to set up GL Divisions (to track inventory and sales in multiple warehouses)…

In addition to the numerous items listed in the FAQ: ( What should I double check before going live with OneSource? (Final GoLive Checklist) (A1094), the following are additional "user training" types of misunderstandings, mistakes, etc to understand and/or…

How to download and install LogMein.com: Note: The steps below may change if or when the LogMeIn.com website or installation process. However the steps will more than likely generally be the same. Setup Account: Browse to www.logmein.com Click Products, then…