Category Archives: Accounting/Finance

Process to Initiate Payment on a Purchase Order

Posted on August 15, 2018 by Tony Brumley

PROCESS TO INITIATE PAYMENT FOR A TECH ON A PURCHASE ORDER Open “File Maker Pro” on the desktop Click “File” and select “Open Remotely” from the drop-down menu Locate “Payment Request” in the pop-up menu Press Ctrl+N to clear the … Continue reading →

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Refund Sheet

Posted on August 13, 2018 by Tony Brumley

REFUND SHEET The “REFUNDS” excel spreadsheet is used to track refunds by month. “DATE” is the date the refund is being processed “CUST CODE” is the customer account number “ORD #” is the order number being refunded “CC, CK, PP, … Continue reading →

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Return Sheets / Vendor Credit

Posted on August 13, 2018 by Tony Brumley

RETURN SHEET/ VENDOR CREDITS The return sheet is used to track any returns that come in for credit or exchange Typically, Denise or Lorena will receive the returns and add them to the list. On occasion the returns will be … Continue reading →

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