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Search Results for “import data”
372 articles found
AR Aging Report
Learn how to use the Accounts Receivable Aging Report to track outstanding customer invoices by age and improve collections.
Managing Vendor Bills
Complete guide to creating, tracking, and managing vendor bills in AccuArk, including bill statuses, date filtering, and cancellation.
Setting Up Recurring Bill Schedules
How to automate repetitive vendor bill creation in AccuArk using recurring bill schedules with flexible frequency options.
Multi-Location Accounting Best Practices
Learn how AccuArk's location filtering works across all accounting forms, when to use per-location vs aggregate views, and best practices for multi-store businesses.
Troubleshooting Common Accounting Issues
Solutions to frequently encountered accounting issues in AccuArk, including out-of-balance reports, missing transactions, closed period errors, and recurring journal problems.
Getting Started with Bills Management
A comprehensive overview of AccuArk's Bills Management module covering bill creation, payment posting, vendor tracking, recurring schedules, multi-location support, reporting, and the recommended setup order for new users.
Creating a New Bill
Step-by-step instructions for creating a new vendor bill in AccuArk, including selecting a vendor, entering bill details, setting dates, assigning a location, and saving the bill.
Understanding Bill Statuses
A complete guide to the eight bill statuses in AccuArk including New, Unpaid, Paid, Overdue, Cancelled, Due Today, Due Soon, and Overpaid, with explanations of how each status is set and how automatic status updates work.
Bill Status Color Coding
A visual reference guide to the color palette used for bill statuses in AccuArk, including the background color, text color, and display name for each of the eight bill statuses.
Payment Methods and Account Mapping
Understand how payment methods work in AccuArk's bill payment system, including the available methods, how they map to general ledger accounts, payee types, and default account selection.
Canceling a Bill
Learn how to cancel a bill in AccuArk, what happens to existing payments when a bill is cancelled, the required permissions, and the difference between cancelling and deleting a bill.
Deleting Payments from a Bill
Learn how to delete an incorrect payment from a bill in AccuArk using the right-click context menu, how the balance recalculates after deletion, and what permissions are required.
Recurring Bill Schedules Overview
An overview of recurring bill schedules in AccuArk, including how to open the schedule form, what schedule components are available, how auto-generation works, and the maximum bills limit.
Bills Report - Detailed and Summary Views
Learn how to use the Bills Report in AccuArk, including the detailed view showing individual bills, the summary view with aggregated totals, and the available filtering options for vendors, dates, locations, and statuses.
Multi-Location Bill Management
Learn how bills are tied to business locations in AccuArk, how to filter bills by location in the Bills Browser, and how location-based access control affects what bills each user can see.
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