Open Door Technology

You use general journals to post financial transactions to general ledger accounts and other accounts, such as bank, customer, and vendor accounts. Posting...

You can allocate an entry in a general journal to several different accounts when you post the journal. The allocation can be made by quantity, percenta...

You can schedule a report to run at a specific date and time. Scheduled reports are entered in the job queue and processed at the scheduled time, similar ...

To add users in Financials, your company's Office 365 administrator must first create the users in the Office 365 Admin Center. For more information, s...

You can enable the change log in Financials so you have a history of activities. The log is based on changes that are made to data in the tables that yo...

For each company that you set up, you need to assign unique identification codes to things such as general ledger accounts, customer and vendor accounts, ...

When a record, such as a purchase document or a customer card, needs to be approved by someone in your organization, you send an approval request as part o...

Some business transactions are not recorded in Financials from the outset. Instead, an external business document comes into your company as an email at...

When you have recorded special prices and line discounts for sales and purchases, Financials ensures that your profit on item trade is always optimal by a...

When you post inventory transactions, such as sales shipments, purchase invoices, or inventory adjustments, the changed item costs are recorded in item val...