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Search Results for “import data”
372 articles found
Check Numbering and Company Information
How to manage auto-incrementing check numbers, load company payer information, and handle pre-printed check stock.
Creating Customer Loyalty and Gift Cards
How to design and print customer loyalty membership cards and gift cards from AccuArk's customer and gift card records.
Test Promotional Pricing Permissions and Use Cases
Who can access the pricing test tool, when to use it, and practical scenarios for validating promotional rules before going live.
Closing and Locking Periods
Step-by-step instructions for closing and locking accounting periods in AccuArk, including best practices for month-end and year-end workflows.
Transaction Numbering System
Understanding AccuArk's automatic transaction numbering format TXN-YYYY-NNNNN, including how year components, sequence numbers, and uniqueness enforcement work.
Generating the Trial Balance
How to generate and use the Trial Balance report in AccuArk, including balance verification, drill-down to account transactions, and printing.
Generating the Balance Sheet
How to generate the Balance Sheet in AccuArk, including the three main sections, the accounting equation verification, and how account balances are calculated.
Recording Payments on a Bill
Learn how to record payments against vendor bills in AccuArk using the Payment Transaction form, including selecting payment methods, entering amounts, and viewing payment history on the bill form.
Vendor Selection and Filtering
Learn how to use the vendor filter panel on the Bills Browser to search for vendors, filter bills by a specific vendor, identify inactive vendors, and clear the vendor filter.
Understanding Invoice Types
Learn the difference between active invoices, closed invoices, and Point of Sale transactions in AccuArk, including how the IsClosed field and InvoiceType affect invoice behavior, editing, and reporting.
Understanding the Order Status Workflow
A step-by-step explanation of how AccuArk processes order status changes, including validation gates for deposits and customer approval, inventory action execution, atomic transactions with full rollback, edit-lock behavior, and the status dropdown on the invoice form.
Viewing Invoice Status History
Learn how to view the complete status change audit trail for any invoice in AccuArk, including how to open the Status History form, understanding the grid columns, how history records are created within the same transaction as the status change, and practical use cases for audit trails and dispute resolution.
Recording Payments on an Invoice
Learn how to record full or partial payments on invoices in AccuArk, including supported payment methods, payment fields, scheduling future payments, and how payments affect the invoice balance.
The Team Captain Dashboard
Navigate the Team Captain Dashboard to view today's jobs, assigned invoices, upcoming schedules, and unresolved issues all in one place.
Creating Inventory Transfer Requests
Learn how to create and manage inventory transfer requests in AccuArk, including specifying source and destination locations, linking transfers to invoices, tracking the request lifecycle from pending through fulfillment, and using the inventory_transfer_requests table to maintain a complete audit trail of inter-location stock movements.
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