Business Management Software | Construction Cost Estimating

Accounting Tour

Accounts Receivable and Payables are easy to use and powerful.

Accounts Receivable

Using the standard transaction entry screen, you will notice that all entries are Revenues.

The Invoices presented are only those that have a completion date. As you can see, double clicking on a transaction here will present that invoice.

This is where you can post payments made by your customer on the invoice. Just click on the Post Payment button.

These are the types of payment transactions Priority One Plus accepts. The use of them is developed in Payables portion of this page.

Accounts Payable

Using the standard transaction entry screen, you will notice that all entries are Expenses. All of these transactions are scheduled and can be use in the Pay Bills routine for writing checks.

All the Regular Payments are scheduled and can be used in the Pay Bills routine.

The Regular Payments and scheduled Payables will appear and checks can be written based on either of them. Just double click on the transactions that you want to pay and, when you are finished, select the Bank Account and click on the Create the Check(s) button.

The three options allow you to save all the transactions in the Checks file to be printed later, print all the checks now or step through the printing of these checks so you can choose to print or skip each one.

If you choose to Step Through you will see this screen for each check to be printed.

When you click on the Purchase Order button you will be presented with a list of all the Purchase Orders which you can process.

Double click on the Purchase Order to be processed and it will appear. At that point you can Click on the Post Payment button to pay the vendor.

As you can see, there are a number of ways to pay. If your credit cards are entered in the system you can use a credit card tocreate a transaction in the books reflecting that you used the credit card and the transaction will be recorded in the Purchase Order record.

If you choose Cash a transaction will be recorded in the books reflecting that and the transaction will be recorded in the Purchase Order record.

If you choose Check you can enter the check # to indicate that the transaction already happened or leave it empty to indicate that you would like to write the check. A transaction will be recorded in the books reflecting that and the transaction will be recorded in the Purchase Order record.

If you click on Continue the transaction will be recorded in the books.

If you click on the Write Check button you will be presented with the check to be written.

Clicking the Test button will print a test check and Actual will print the actual check and record the transaction in the books. Clicking on the Skip button you will have a chance to save the check to the checks file for later printing or just skip printing it.

Checks that are recorded to the checks file will appear like this for later printing. If the check was created from a Purchase Order the Job ID and P.O. number will be recorded and will pass to the transaction in the books when the check is printed. That way it will be available for inclusion in the job costing.

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