SRM Training Videos

Rental Training Videos

• How to Create a Credit Invoice
• How to Pay an Invoice from Counter Payments
• How to Edit an Unposted Invoice
• How to Enter a Payment for a Customer in Accounts Receivable
• How to Take a Payment on the Invoice Totals Screen
• How to change the Logo on your customer documents
• How to Hold/Release an Unposted Invoice
• How to Add/Remove Damage Waiver on an Invoice
• How to Add a Service to an Invoice
• How to change Site and Purchase Order on a Posted Invoice
• How to Change a Customer on a Posted Invoice
• How to Complete Daily Close #1: Invoice Edit
• How to Complete Daily Close #2: Generate Postings
• How to Complete Daily Close #3: Post Invoices
• How to Allocate a Bulk Disposal
• How to Complete a Cycle Billing
• How to Reverse / Correct a cycle billed Invoice (Unposted)
• How to Credit a Posted Cycle Billed Invoice
• How to Apply a Payment to a Customer Account
• How to Fix/Reverse a Payment on a Customer Account
• How to Apply a Partial Payment to an Invoice on Account
• How to Reverse a Deposit on a Contract
• How to Use the Customer Account Inquiry
• How to Complete a Check Run in Accounts Payable
• How to Exchange an Asset on a Contract with a Pickup Ticket
• How to Change a Contract Date Out / Date Due
• How to Dispose of a Rental Asset
• How to Configure and use the Landed Cost Factor
• How to Create a Purchase Order and Receive with a Landed Cost Factor
• How to Create an Accounts Payable Invoice with a Landed Cost Factor (LCF)
• How to Find a Customer Invoice
• How to Return a Contract and Create an Invoice
• How to Apply a Payment to a Customer Account from the Counter Operations
• How to Import a Misc. Journal Entry from Excel
• How to Apply a Posted Payment to an Invoice

See more