Document Numbers Each transaction (document) must have a document number that identifies it. Depending on the transaction window, these document numbers are labeled as Document #, Invoice #, Doc #, Check #, Deposit #, or Ref #. Although document numbers can contain up to eight characters, such as letters, numbers,  or dashes, the last character […]

Using Pop-Up Lists Whenever the cursor enters a field that has an asterisk (*) after its name, such as the Customer, Vendor, or Item fields, a pop-up list like the following one appears: Pop-up lists consist of customers, vendors, terms, salespeople, items, jobs, shipping methods, sales tax categories, or account numbers. These lists make data […]

Moving Between Fields Recording a transaction in MultiLedger is similar to filling out a paper form—you enter information under heading or field names. You can enter information in any order you want by clicking in each field’s edit box. However, the quickest way to move the cursor (a flashing vertical bar in the edit box) to […]

Locking and Unlocking Months MultiLedger has a feature that allows you to lock transactions through a specific month-end date, and unlock a month or range of months if changes are necessary. This feature can be password protected. For more information on setting up passwords, See “Setting Up Users and Passwords.” How to Lock a Month […]

Users and Passwords MultiLedger allows you to set up individual users with unique passwords, then assign the menu commands that each user should have access to. Setting Up Users and Passwords You can set up as many as 20 users and passwords in MultiLedger. Note: Although you can set up as many as 20 users, […]

Using Multi-User MultiLedger MultiLedger has built-in multi-user capabilities that allow up to 10 users to access your company’s accounting data over a network simultaneously. This means that one or more users can be entering invoices or payables while another user might be viewing financial reports. All data is stored and updated in one location on […]

Formatting Checks, Invoices, Statements, 1099s & Deposits The Format window under the File menu is used to position print fields for checks, invoices, purchase orders, quotes, customer statements, 1099s, and deposit slips. You can position print fields for any compatible printer Print fields for the Default items have been positioned to fit forms from CheckMark’s  […]

Setting Up the MICR Encoding Information Open up the Chart of Accounts window from the Command screen. Highlight a Cash Account in your Chart of Accounts list. This activates the Save button so you can begin entering the MICR information. Enter your bank’s nine digit ACH number. This is usually the first nine digits at […]

Using the Print Screen With the Print command, you can print checks, invoices, quotes, packing slips, labels, Item Purchases documents, purchase orders and deposits. Printing Options The following section describes what can be printed with the Print command and the available options. Checks Checks created with Vendor Payments and the Disbursements Journal for the selected […]

Selecting the Font for Printing MultiLedger allows you to select the font used for printing all transactions, reports, checks, and mailing labels. Choose Print Font from the File menu. Click a font in the list and a point size. Fonts that appear are the ones that are installed on your particular system. You can use […]