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- How To Void or Reverse Bills and Invoices - docs. cbos. com
A new Reversed Invoice Bill posting – assigns negative sign to posting debit credit amounts to reverse the original posting 2 Reverse - Correct By selecting “Reverse-Correct” from the DOCUMENT ACTION drop down list and then clicking on the green check mark, the original Invoice Bill document status is updated from Complete to Reversed and a new Invoice Bill is created – with the
- Allocate Vendor Payments - docs. cbos. com
Allocate Vendor Payments Vendor payments may be entered and completed without allocation to an invoice These payments can then be allocated to one or more invoices (Bills) at a future time by following the steps outlined below Menu Path: Purchases > Transactions > Allocate Vendor Payments Bring up the vendor under Business Partners At the top of the screen will be all of the open Payments
- Inventory Count Form - docs. cbos. com
Inventory Count Form provides a user-friendly interface to enter current inventory count using a barcode reader Document Type This form depends on a specific Document Type “Barcode Inventory” that needs to be defined before the form can be used: Window Barcode Scanner The “Window Barcode Scanner” definition is required to use Inventory Count Form In this window a prefix for the
- Purchase Order with Run Process - docs. cbos. com
Purchase Order with Run ProcessYour browser does not support the video tag
- Financial Periods - docs. cbos. com
Financial periods in CBOS can be configured according to your business needs
- Requisitions - docs. cbos. com
Requisitions A requisition is a formal request for materials or services, commonly used in business, procurement, or supply chain management It initiates the process of acquiring what is needed for a task or project Overview In the CBOS environment, the requisition window allows users to specify details such as Product, Unit of Measure (UOM), Quantity, and additional descriptions Once the
- End Of Year GL Process - docs. cbos. com
End of Year Closing Entries: EOY (End of Year) Closing entries are made at the end of an accounting period to zero out all temporary accounts and transfer their balances to permanent accounts In other words, the temporary accounts are closed or reset at the end of the year This is commonly referred to as closing the books
- How to Add Update the Financial Chart of Accounts
How to Add Update the Financial Chart of Accounts How to Add Update the Financial Chart of Accounts To add or update an account number, navigate as follows: Menu Path: Financials > Financial Data > Chart of Accounts The Chart of Accounts application window will open To add a new account number, select the button Enter the new account number information in the Grid window or the Edit
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