Version:
AM10 for SQL and Express
AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN
AM7 for LAN
Modules:
PR
Q:
I have already printed and distributed my W-2s. Now, I need to file a correction. How do I do this?
A:
To process and print corrected W-2 forms, perform the following:
- Access Tax Forms and accept the default Federal option.
- Select W-2 History in the Forms list (you can also select 2017 W-2/W-3 from the Forms list and proceed to the next step).
- Select the applicable tax year in the Tax Year area; then click Preview.
- In the W-2/1099 Preparer > W-2 History File Options window, select the Correct Completed W-2s option in the Available Actions area; then, click Next.
- In the Correction Options window, mark the checkbox for the W-2 form(s) that you have distributed and want to correct; then, click Continue.
- Enter your corrections in the W-2/1099 Preparer - Correction Mode grid; then, click the Next button until you have reviewed all information in the preparer.
- Verify the information in the Correct State Reconciliations window.
- In the Correction Mode - W-2 SSA C window, verify that your corrections are reflected on the form; then, click Print Final.
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Version: AM10 for SQL and Express
AM9 for SQL and Express
Modules:
AR, IC, MI, PO, RA, SO
TIP:
In the Inventory Maintenance > Analysis > Show area, you can choose between showing the inventory item's transaction amount or quantity when generating the Monthly Summary or Monthly Comparison analysis. The amount or quantity options is disabled if you generate a Transaction Listing type analysis.
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Version:
AM10 for SQL and Express
AM9 for SQL and Express
AM8 for SQL and Express (MS803 and higher)
Modules: AR, SO
Q:
I have several un-invoiced shipments from a long time ago and I will no longer be sending the invoice(s) generated from these shipments to my customers. How can I get rid of these un-invoiced shipments?
A:
Perform either the following to remove un-invoiced shipments from AccountMate:
Option 1: Generate invoice(s) from shipments; then, write-off the invoice amount
1.
Generate the invoice(s) using the Generate Invoice From Shipment function in Accounts Receivable.
2.
Access the Apply Payment function, enter the applicable customer #; then, write-off the invoice amount.
a. In the grid, select the invoice; then, right-click on the Adjustment column header.
b. Enter the amount in the Write-Off Amt field.
c. Click Close.
d. Click Save in the Apply Payment window.
Option 2: Cancel the shipment
1.
Cancel the shipment using the Cancel Shipment function in Sales Order.
2.
Note that canceling a shipment increases the inventory item's on-hand quantity if the item is set to Update On-hand quantity, so you may then need to post a negative quantity Inventory Adjustment for affected inventory items. Note this will affect your General Ledger accounts as well.
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