Cory Calavan

Generating a NetSuite Vendor List with Spending Summary ProcessIf your company uses NetSuite, you can generate vendor lists that include the spending summary instead of having to track all of the i...

  In this link, we demonstrate step-by-step instructions how to export your Card Payments in a given month.  

This is a quick user guide of how to do a basic pay run with Rewardworks:   Before launching Rewardworks, make sure your accounting software is open and the user is logged in. Once you are logged ...

If you have a new Rewardworks user who receives a permissions error when they try to open the Rewardworks software on their computer, then they need to be added as a user in your Rewardworks enviro...

What are Virtual Cards and Virtual Payments?   Virtual card payments create a unique number for each payment.   They are issued to a specific vendor and for a specific amount.   What are the benefi...

Creating the Vendor List:  1. Select Vendor Maintenance from the Accounts Payable Main Module  2. Click the Magnifying glass next to vendor number (lookup)  3. Click on the Custom button to start t...

Note: Two separate files are needed ; One with the vendor information and One with the expenses   Creating the Vendor Contact List  On Home screen, click “Reports” Choose “Vendors and Payables” th...

  2 separate files will be produced; one to obtain basic vendor information and the other to provide point potential  Creating the Purchasing Setup/Lists Report:   Select Reports then Purchasing f...

Step 1:  If you do not have a report setup, create one by clicking the add button and it will be shown in the screen. Choose a description and a year, and hit OK.   Step 2: To get the payment amoun...