This collection provides access to PDFs and videos covering Advantage Accounting.
Accounts Payable
Accounts Payable - Quick Points
Create and Schedule Recurring AP Batches
Create Journal Entry Templates
How to Import the JE Spreadsheet
Accounts Receivable
Bypassing AR Functions for Third Party Services
Can Compeat create accounts receivable invoices?
Create Accounts Receivable Customers
1099s
Adjust 1099 Type for Specific Transactions
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
Banks
Auto-Clear Transactions from Bank Statement
How do you set up bank import templates?
General Ledger
How do I set up GL account filters?
Periods
Can I copy one entity’s period to another?
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
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?