Accounting
Why does my account still have a balance when I closed the fiscal year?
While some accounts will close and reset to zero in the process of a fiscal year end, some will retain their balance and carry the balance forward to the next year. The temporary accounts get closed at the end of an accounting year. Temporary ...
Processing Fiscal Year End
This document will cover items that should be addressed when opening and closing a new year in Softbase. For this walkthrough, we will be closing calendar fiscal year 2022 and opening a new year beginning 2023. You can, of course, adjust this as ...
How do I post a finance charge in AR?
When keying in the AR deposit, you will simply want to add an additional line into the entry detail to account for the interest. For example, let's walk through an invoice for 6.11 with interest of .89 for a payment total of 7.00. We will select the ...
Requesting Customer Statements
Request Customer Statements Overview To send statements out of Softbase 3.0 use the following form. Softbase Updates and Setup Customer Changes A new statement email address has been added to the customer record. If this record is populated this will ...