Tips & Tricks

Accounts Payable Tips & Tricks

1. How to print Mailing Labels for a range of Vendors
2. How to Generate an Email for Vendors
3. How to Repeat a Bill for the Same Vendor
4. How to Void a Manual Check
5. How to Clear Out Vendor Histories
6. How to Be Alerted When Vendor Insurance Expires

How to print Mailing Labels for a Range of Vendors

TOPS v3.2.1™ can print mailing labels for a selected range of Vendors.

1. From the A/P Menu, click "Vendors".
2. On the Vendor screen click "Reports".
3. Then select "Mailing Labels". You can use the range option to individually print mailing labels for select vendors.

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How to Generate an Email for Vendors

1. From the Vendor screen, select the vendor you want.
2. Click the "Email" button.
3. You are now ready to write your e-mail, attaching any specs that might apply.

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How to Repeat a Bill for the Same Vendor

Once a bill has been entered and saved (but not posted), you can press F7 to repeat the last vendor and enter the next bill.

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How to Void a Manual Check

In order to void a manual check you must enter another manual check in a negative amount equal to the original check.

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How to Clear Out Vendor Histories

Vendor History can be purged using a cutoff date you select. Go to Year End, Purge Vendor History. Click OK, then enter your cutoff date.

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How to Be Alerted When Vendor Insurance Expires

You can be alerted in the event your vendors insurance certificates have expired. This will keep track of the Liability and Workman’s Compensation insurance and provide a message when the date has been passed. Go to AP, Control Information. Under Options, click on the flag for ‘Vendor Insurance Expiration’.

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Tips and Tricks
Modules:

• Accounts Payable
• Accounts Receivable
• Administration
• Attachments
• Check Rec
• CC&R
• Cmty Fact Sheet
• Form Letters
• Gate Security
• General Ledger
• Global Functions
• Job Streaming
• Owner Database
• Payroll
• Phone Messenger
• Plug-Ins
• Printing & Reports
• Utilities
• Users & Passwords
• Work Order