Accounting & General Ledger
- Manual Tax Overrides
- Reviewing Journal Entries; Manually Creating Journal Entries
- Updating Company Accounting Settings, Including Default General Ledger Accounts
- Creating and Managing General Ledger Chart of Accounts
- State Tax Exemption for Customers
- Setting Reconcilable Accounts; Clearing and Reconciling Transactions/Entries
- Updating Credit and Tax Details for a Customer
- Removing tax from existing credit memo
- Credit Card Pre-Authorization Scenarios
- Basic Sales Tax Management in 10X ERP
- Creating & Editing Check Templates
- Viewing Historical Transactions in 10X ERP
- Managing Payment Methods in 10X ERP
- Payment Terms in 10X ERP
- How to Configure Taxes
- Close and Reopen Accounting Periods
- How to Deposit Undeposited Funds into your Bank
- 10X Sales Tax Matching Rules