TRAVERSE
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Excel and Word tip to enable data connections
Microsoft Office products such as Excel and Word have safeguards added that are designed to protect your data from malicious harm. One of these protections is defaulted to not allow you to update your spreadsheets used to pull information from other programs without additional steps. You'll know when this is the case when you see a message such as "Security Warning Data connections have been disabled at the top of the Excel spreadsheet alongside a button "Options" or "Enable Editing". To enable the data connection temporarily so that you can continue with your work, ...
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Processing bonus checks in payroll
Bonus checks are often paid at the end of the year and tend to require a little extra attention. While some employers deduct withholding taxes from the bonus, others choose not to withhold the Federal or State taxes. Also, seldom are scheduled deductions taken from the checks. Here’s how to process bonus checks without deducting withholding taxes nor scheduled deductions: NOTE: It is best to run a bonus checks separately from the regular payroll run to avoid potential confusion. Confirm the ‘Earning Type’ used for the bonus check is set to ADD and not REPLACE (for salaried employees). Enter the bonus amount in Daily Work/Transactions for ...
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Re-sequencing line items easier for everyone
Have you ever entered an order or invoice - only to realize it needs be printed in a different order on the form? The "Re-sequence" button in Traverse 11 saves line items in the order in which they are currently displayed on the screen. For example, let's say you entered the items as the customer ordered them, but your warehouse department prefers them in a different order. Simply rearrange the items in the order you need, then press the "Re-sequence" button to save the new order. Now when printing the packing slip, picking slip, invoice, etc. the items will display as the order they were re-sequenced. This makes it easier ...
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Clean up customer aged trial balance accounts
Here are a few suggestions on cleaning up your Aged Trial Balance before the year-end rush gets in full swing: 1. If Sales Tax was not paid on an invoice, issue a credit memo for the original taxable invoice, then re-issue the invoice as non-taxable. Use the same invoice number for all. 2. If a customer has paid only a portion of an invoice and will not be paying the balance, issue a credit memo for the amount they will not be paying, using the same invoice number. 3. If a Customer Deposit has been entered and not applied yet to the proper ...
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Flexible financial statement setup with filtering
After a few years, as company needs change, new General Ledger accounts are added - and eventually the accounts in the Chart of Accounts may not always be set up in the order you'd like to see them on financial statements. With TRAVERSE 11, it is easy to select which GL accounts belong where on your statements with the use of 'filtering' in the TRAVERSE Contents setup section. In the detail screen for a row in the Contents, simply select multiple filter records and enter accounts that are not consecutive. You can choose from many filtering options such as "Is Between", ...
