How to Restore Address Cards

Tina Colson

Step 1 Open the Addresses Module. Step 2 Click on List View. Step 3 Once in List View, for the State field, select Archived or Deleted. Step 4 Once you’ve selected the appropriate State, type in the name of the Contact you’re trying to retrieve and click on Apply & Refresh. Step 5 Find your contact in the displayed results …

How to Navigate Accounts Receivable

Tina Colson

This FAQ will explain all the options available to you in the Accounts Receivable window. If you need further assistance running an AR report please contact us at info@inentertainment.com Step 1 From any accounting record, click the “Accts. Receivable” button. OR… Some users can access it from the Bookings module for only their bookings. (This is a feature we can turn …

How to Attach Check Copies to Direct Deposit Payments

Tina Colson

Step 1 Enter the details of the payment as usual. Click the Attachments button in the lower left corner. Step 2 Click and hold on the blue triangle button and select Add Attachments form the pop-up menu. Step 3 Navigate to the folder where you have stored the PDF copies of the checks. Select the copy for the payment you …

How to Restore Bookings

Tina Colson

Step 1 From any Booking click the List View button in the upper right corner. Step 2 Enter the client’s name. (1) Change the “State” pop-up to either Archived or Deleted. (2) Select the booking you want to restore form the results. (3) Click the “restore” button at the top of the window. (4)  

How to Clean Up Bookings

Tina Colson

Step 1 From any Booking, click the Search button at the top of the record. Step 2 The report should be Bookings. (1) Then Choose the Depart you want to look at bookings for. (2) Choose your user name you want to clean up the bookings for. (3) Select a date range for older records like last year or enter …

How to Cleanup Accounting

Tina Colson

Step 1 From any Accounting record click the Accounts Receivable button. Step 2 In the AR window, 1. Choose the Department type and Revenue Center. 2. Set the Status option to Active and the Paid Status to Yes 3.  Then set your date range to last year, (or an older year if you haven’t done this in a while) 4. Click the …

How to Set Up Bank Accounts for Direct Deposit

Tina Colson

US Direct Deposit Setup Bank Name Account Number ABA/Routing Number EFT Format – Set to NACHA EFT Bank Code EFT Company Name – This is the name listed on the account with your bank. EFT Company ID. – CNB uses a 5 followed by your account number. EFT Immediate Origin ID. – Use your Tax ID if one was NOT …

How to Set Up for Australian Client Payment

Tina Colson

When a client is to be paid as a company and not as a PAYG then use the LoanOuts window in Addresses under the vitals tab. Step 1 Name: Can be the name of the Client, Company or Partnership. There can be multiple corporations all with the same Name but different Corp Types but they should have different ABN numbers. Step 2 ABN Number: …

How to Remove or Merge Duplicate Address Records

Tina Colson

Step 1 Select the “Search” (magnifying glass) button from the tool bar or the Tools menu.   The Search window will appear on your screen. Click on the Addresses tab, if it is not already selected (1). From the “Report” field at the left of the window, choose “Duplicate Names” from the drop-down list (2). Click the “Search” button on the right side of the window. A list …

How to Add a Call to the Call List

Tina Colson

Step 1 Click on the + sign. If you have contacts synced on your phone, you may select Open Contacts and select the appropriate contact and number to use. If you don’t have contacts synced, then simply type in the name/company/callback # Step 2 The date will default to current date and time. If you need to change the date, …