This collection provides access to PDFs and videos covering Advantage Accounting. 


Accounts Payable


Accounts Payable - Quick Points 

AP Invoice Entry 

CC Invoice Import 

Create a Vendor 

Create and Schedule Recurring AP Batches 

Create Invoice Templates 

Create Journal Entry Templates 

Fintech Payments for Alcohol 

How to Handle Liquor Credits 

How to Import the JE Spreadsheet 

Import Invoices 

Import Journal Entries 

Invoice Import 


Accounts Receivable


Accounts Receivable Guide 

Bypassing AR Functions for Third Party Services 

Can Compeat create accounts receivable invoices? 

Create Accounts Receivable Customers 

Create Adjustment Codes 


1099s


1099 Resource Guide (2016) 

Adjust 1099 Type for Specific Transactions 

Exporting 1099s 

File details

Exporting 1099s

How do I make a vendor a 1099 vendor? 

How do I make a vendor invoice with a different 1099 box type than the default? 

How do I view which vendors are receiving a 1099 for this tax year? 

Review 1099 Vendor Transactions 

View 1099 Vendors 


Banks


Auto-Clear Transactions from Bank Statement 

Create a Bank Account 

Create Bank Accounts 

How do you set up bank import templates? 

Import Open Banking Items 


General Ledger


How do I set up GL account filters?  


Periods


Can I copy one entity’s period to another? 

Create and Manage Periods 

How do I close a period? What will it impact? 

How do I close a year in Compeat? 

How do I re-open a closed year in Compeat? 


Budgets


Import Budgets 


Advantage Accounting FAQ


Can I customize the financial statements? 

Can you help me understand inter-company postings? 

Can you help me understand inter-company postings? (2) 

How do I access the notes I added to an AP invoice or manual check? 

I want to give GMs time to post but don't want to change their period access 

Is there a way to automatically generate a JE when we post counts? 

What should Load Open Items for Bank Reconciliation be used for? 


Advantage Accounting Troubleshooting


Advantage says the scanned document I am trying to attach is too big 

I am trying to import vendor files but Compeat says the directory doesn’t exist 

I created a new bank account and GL entries do not show on the Reconciliation screen 

I get a #NAME error on my eXcellent financial spreadsheet 

I get a sales tax error when importing invoices 

I get an error about cell location when I try to import JEs 

I get an error when creating my 1099 year end forms 

I get an executable error when creating my Greenshades export file 

I just set up new periods (or closed a period), but I’m getting an error 

I see my voided transaction on my bank rec screen, but I can’t un-check it 

I’m getting an error when I post to the current period 

I’m getting an error that says enter an apply date in an open year 

I’m trying to drill down in our consolidated balance sheet and I’m getting an error 

I’m trying to post a batch but am getting an error that the batch has already been posted 

My balance sheet is out of balance and doesn’t match my other reports 

My Customer Aging Report shows a 0 balance with invoices and payments 

My Vendor Aging Report shows a 0 balance with invoices and credit memos 

My eXcellent fast calculations returns all zeros 

My eXcellent tab is missing in Excel 

Object Reference Not Set To an Instance of an Object Error 

There is an invoice or payment showing on my Vendor Aging that shouldn’t be 

Why can’t I access a newly added GL account? 

Why can’t I find an invoice I want to void? 

Why can’t I select an invoice for payment? 

Why doesn’t this credit memo show in my payment batch? 


General Advantage Accounting


Going Live with Accounting  


Advantage Accounting Videos