Accounting: Automated Check Handling option
To include Automated Check Handling (ACH) data in the GL Summary, the following must be set: In Paladin, from the main menu, select File > Setup. Select the Accounting tab. In the Asset Accounts pane, check Include ACH. Enter the ACH account number in the ACH Account box. Click Save, then click Close. Figure 1: […]
General Ledger (GL) Summary
This article provides information and instruction on the following: Paladin accounting software integrations Paladin General Ledger categories Options to itemize/filter revenue data General Ledger Summary export option How to add accounting software account names/numbers to the General Ledger Summary Report General Ledger account export file names are editable How to reconcile the Inventory Valuation Summary […]
Overview: Microsoft Dynamics GP Accounting Integration
Eliminate the time-consuming process of transferring your daily financial activity summary and create invoices for received inventory in Microsoft Dynamics GP (formerly Great Plains). No muss, no fuss, no manual entry.
Assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Before you can set up the Overview: Sage 50Cloud Accounting Integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. Note: It is highly recommended that Sage 50Cloud be run on a dedicated terminal. Therefore, the Sage50 Terminal ID must be assigned in the Paladin Configuration Accounting tab for Sage 50Cloud […]
Introducing Our Latest QuickBooks Integration!
Do your taxes your way with our latest integration with QuickBooks Online. You can now use the QuickBooks desktop application or web-based QuickBooks Online.
Streamline Accounting with Sage 50cloud
Accountants rejoice! Bookkeeping is now streamlined with our new integration with Sage. Automate the tedious task of transferring daily transactions into your general ledger.
Create year-end reports
The Accounting Summary Report and the Inventory Valuation Summary Report are required for tax purposes. The results occur in real time, which means that they are only valid on the precise time and day that they were produced. If you miss the calendar year-end or fiscal year-end deadline for creating the reports, contact Paladin Customer […]
Microsoft Dynamics GP integration: Create Accounts Payable invoices
Paladin can transfer your daily accounting totals to your Microsoft Dynamics GP (formerly Great Plains) general ledger and automatically create payable transactions in Microsoft Dynamics GP Enterprise Resource Planning (ERP) software from received purchase orders. This article provides instruction and information on the following: How Microsoft Dynamics GP works About truncation About PO reversal How […]
Payment to a charge account: Check or money order
Note to accountants: Payments by check or money order do not require printed receipts. If you are processing large quantities of checks or money orders, you can save time by using Paladin’s Customers module. In Paladin, on the top ribbon, select the Customers module. On the bottom ribbon of the module, click F1 Advanced Lookup. In the Advanced […]
Accounting Terms: Balance Forward vs. Open Item
We explain the difference between the terms “Open Item” and “Balance Forward” as they pertain to charge accounts. The Webinar will also define the terms used by Paladin so everyone understands what we mean when using these accounting terms.
