Account ClassAccount Classes are broad classifications of Account Groups (see next) such as 'Current Assets' and 'Long-Term Assets'. Account Groups. Within each Account Class you can define one or more Account Groups. Each Account Group is a set of related GL accounts.
Accounts Payable When a company purchases goods on credit which needs to be paid back in a short period of time, it is known as Accounts Payable.
Alias ProductAn alternate name to the product code useful to search with multiple names.
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Batch PaymentsA batch payment is when you send multiple payments to different recipients at once, but through a single payment as opposed to many individual transactions.
Batch ReceiptsIt helps you to view the difference between your control and actual batch counts and amounts as you process your receipts.
BillingAn act or instance of preparing or sending out a bill or invoice.
BOM ComponentsA BOM is a structured, comprehensive list of the materials, components and parts required to manufacture or repair a product, as well as the quantities in which the materials are needed and their names, descriptions and costs. A BOM also includes instructions for procuring and using these materials.
CC TokenizationCredit card tokenization is the process of de-identifying sensitive cardholder data by converting it to a string of randomly generated numbers called a “token.”
Credit NotesA credit note is a document issued by a seller to a buyer to notify that credit is being applied to their account. receipt
Credit OrdersAn order that is received without payment and requires billing at a later date.
Customer TaggingCustomer or Prospect tags are keywords or options grouped and categorized for customer identification.
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Debit Notes A debit note, or a debit memo, is a document issued by a seller to a buyer to notify them of current debt obligations.
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Exact SearchA keyword match type that allows you to show your ads on searches that have the same meaning or same intent as your keyword. Exact match gives you the most control over who sees your ad, but reaches fewer searches than both phrase and broad match.
General JournalA general journal is a book of raw business transactions recorded in chronological order by date. It is the first place a transaction is recorded.
Good ReceiptsA goods receipt is a document associated with accounts payable wherein the supplier of goods provides evidence that the goods have been received by the purchaser so that the payment can then be made to the supplier. The document may also include information such as the quantity, description,(...)
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Instant SearchInstant search is a feature that predicts what you're searching for and shows results as you type. It can auto-complete to show predicted search terms in a drop-down box and begins to display search results below the drop-down.
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Job Order It’s a type of costing method which is used to determine the cost of manufacturing each product.
JournalA general journal is a book of raw business transactions recorded in chronological order by date. It is the first place a transaction is recorded. The amounts are then posted to the appropriate accounts such as accounts receivables, cash accounts, or asset accounts.
Opening BalancesThe opening balance is the balance that is brought forward at the beginning of an accounting period from the end of a previous accounting period or when starting out.
Product CategoryCategory codes are user-defined codes to which you can assign a title and a value.
Product or Item or SKUAn inventory or tangible item that can stored and is uniquely identifiable. In GreeneStep, you need to define the Product Code as a unique code that allows some special characters as part of the code
Product TaggingProduct tags are keywords or options grouped and categorized for product identification.
Project AnalysisIt is assessing every expense or problem related to a project before working on it and evaluating the outcome once the work is done.
Project CodeA project code is used to represent a one-time, or intermittent departmental event or activity. Using these codes allows consolidation of transactions from several sources, including multiple organizations and accounts.
Project CodesA project code is used to represent a one-time, or intermittent departmental event or activity.
Purchase Journals A purchases journal is a journal entry that has the function to keep track of purchases that have occurred.
Purchase OrderA purchase order is a contract between the buyer and the seller and it gives specific information like product or services to be delivered, delivery date, and any other terms and conditions including the price.
Forced Sales in POSThis module adds the possibility for users to force the invoice status of the sales orders to 'Invoiced', even when not all the quantities ordered or delivered have been invoiced.
Forced SalesThis module adds the possibility for users to force the invoice status of the sales orders to 'Invoiced', even when not all the quantities ordered or delivered have been invoiced.
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Sales JournalA sales Journal is a type of journal used to record credit sale transactions of the company and is used for maintenance and tracking the account receivable and inventory account.
Sales OrderA sales order is a transaction document generated by the seller specifying the details about the product or services ordered by the customer.
Service ItemA non-inventory item that does not have stock.
Spot SearchSpot Search provides dynamic AI-powered analytics that helps you understand your user behavior based on what they are searching for and the relation between their searches.
Stock Taking or CountingIt is the physical verification of the quantities and condition of items held in an inventory or warehouse.
Suppliers / Vendors A supplier is an entity that provides goods and services to another organization. Any outside organization who replenishes or adds to inventory.
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Tax CodeTax codes are codes used by employers and pension providers to calculate the amount of tax to be taken from an individual's pay or pension.
Tax ComponentsTax Component means federal, state and local taxes applicable to the transaction for which the Authorized Purchaser is not exempt and which must, by law, be collected from the Authorized Purchaser by the Contractor.
Transactions A transaction is a monetary activity that is recorded as an entry in accounting records and has a monetary effect on the financial statements.
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Unit of measureA unit of measure (UoM) is defined as the standard units of measurement used when accounting for stock, and expressing them in quantities. Feet, pounds, and gallons are all examples of units of measure.
User SecuritiesUser Security consists of the platforms which protect your organization's users, endpoints and their online activity to more efficiently correlate threats. As users are increasingly logging in to networks via their personal devices, securing these is just as important as securing company owned(...)
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Wildcard SearchWhen you enter part of the product description along with the wild card character, the system returns all articles that match the search criteria. The wild card character matches any sequence of characters in the item description.
