By Lynelle Hills
“How can I be assured that the financial data in simPRO matches our accounts program?”
This is one of the most common questions I get from concerned bookkeepers and Accountants regarding the use of simPRO. One of the most important things to do here is to ensure that the security profiles of your users are adjusted to ensure that transactions cannot be created, deleted or edited by a staff member who does not understand the accounting implications of doing so.
If a financial transaction in simPRO has been posted to your accounts program and that transaction is to be altered or deleted, the user who has rights to do this will receive a warning message in red. The alteration will need to be manually adjusted in the accounting program as well.
The list below contains a step by step procedure that should really be followed at the end of month to ensure that your simPRO and accounts package reconcile. It could also be followed for the whole financial year when the accounts are being closed off. (more…)
Insightful post. I really appreciated reading through it.
Hi Jeff, It is quite an simple process importing invoices from suppliers, You just need to go to admin -> import -> supplier invoices then select t
Hi Ann, You just need to go to admin -> import -> supplier invoices then select the wholesaler that you will be importing from. There are a few in
Hello, Could you send me some information regarding importing invoices from Haymans. I would like to know if it is possible & if so what is involv
Hi Carlo, Thank you for the positive feedback and glad you found the article interesting. If there is anything else you would like addressed or kno
I would like to know more about the invoice imports, what cost and setup is involved, are Reece and Tradelink the only ones so far, and how does this
thank you for the last cool post. It sure was really interesting.
Hi, I just noticed your blog (again!) so this time I thought'd I'd say thanks for the awesome site! Keep it up :D
That guy looks like he is going really fast!!
Hurry places are limited and we would love for you to come along!