Author: user

Nov 03 2014

Transaction Date vs. Recording Date

This is referring to the timing difference between the transaction date and journal entry recording date in reporting ...

Oct 07 2014

Rental Management

We have modified the system to accommodate rental management functions and added many reports on vacancy list and ...

May 16 2014

Executive Summary

We are going to create a page called Executive Summary and a special designation for executives who can ...

May 05 2014

Approving proforma invoices

Currently, we have one level of invoice approval in action.   However, one user needs to get the ...

Apr 26 2014

Booking Different Types of Revenues

Thanks to Lawrence Cheung CPA’s observation about the automatic revenue booking under the JE Template.   The current ...

Apr 08 2014

Increase Your Cash Flow Using CPAnywhere

Increase Your Cash Flow Using CPAnywhere   Date : 11-April-2014 (Friday) Time : 11:00 p.m. to 1:00 pm. ...

Mar 11 2014

Sales Management System

We are going to completely rewrite the prospective or sales management system so that it can take into ...

Jan 14 2014

A/R

We finally did it!     Thanks to the seminar’s participants’ suggestion regarding the ability to view a ...

Nov 28 2013

Mailing Label

Fan Chan & Co., CPA has requested that we add the mailing label printing option under the CRM ...

Nov 12 2013

Power to talk to clients

For those who had attended the seminar, thank you for your insights and comments. One interesting comment coming ...