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Results for “draft” — 20 results

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Editing and deleting a refund

Correct or remove a refund depending on its current status.

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Statuses across the system: draft, unpaid, partial, paid

Understand the lifecycle of a financial document from creation to final settlement.

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FAQ: Platform Concepts

Quick answers to common questions about how Usystems organizes your data and documents.

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Sales Order statuses and what each means

Learn what each sales order status represents and how it affects your workflow.

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Cash Purchase statuses and what each means

Learn the different stages a cash purchase goes through and what each status represents.

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Editing a cash purchase: what changes are allowed

Know which fields you can change and when, depending on the purchase status.

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FAQ: Troubleshooting Purchase Orders

Quick answers to common questions about purchase order problems and solutions.

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Invoice statuses and what each means

Learn the invoice lifecycle: from Draft to Confirmed, Paid, and beyond.

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Refund statuses: draft, pending, completed, cancelled

Track the lifecycle of a refund from creation to completion.

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FAQ: Working with Refund Documents

Quick answers to common questions about creating, managing, and processing refunds.

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FAQ: Registering Assets

Common questions about fixed asset registration, depreciation, and accounting treatment.

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Deleting a sales order and its cascading impact

Understand what happens when you delete a sales order and its related documents.

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Sales Receipt statuses and what each means

Learn the sales receipt lifecycle: from Draft to Confirmed, Delivered, and Refunded.

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FAQ: Troubleshooting Invoices

Quick answers to common invoice questions and problems.

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FAQ: The Payroll Run

Quick answers to common questions about running, reviewing, and paying payroll.

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Purchase Order statuses and what each means

Learn the lifecycle of a purchase order as it moves from draft through completion.

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FAQ: Purchase Order Basics

Quick answers to common questions about creating and managing purchase orders.

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Registering a fixed asset

Add a new fixed asset to your register and post its acquisition to the general ledger.

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FAQ: Creating Cash Purchases

Common questions about setting up and saving cash purchase records.

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FAQ: Invoice Detail Report

Quick answers to common questions about running, reading, and using the Invoice Detail report.