I'm new to Proceed Software and trying to get my AR set up in Proceed, what's the best way to do that?
1 Answers
I've setup many Proceed Software systems and the best approach is to get your AR Team to together and look at this as a training exercise. Get everyone logged into Proceed and that run an "Open Receivables" report in your previous system. Use your AR Team to manually entere the invoices and credit memos directly into Proceed so that the new system numbers match the old system numbers. The "Open Receivables in Proceed should be the same as your old system.