Using acclux accounting

how to add attachment to your expenses

To add attachment to your expenses, you need to have at least one document management service defined in acclux. To add attachment to your expenses: 1. Log in to your acclux accounting account. 2. Go to Financial section, then go to the Expenses. 3. Click on Record Ex...

how to manage 1099 category list

In the 1099 Category list, you can add or edit a 1099 category. The 1099 category list reflects the categories on the 1099-MISC forms that you send at tax time to vendors that you have designated as 1099 vendors on the Vendor form. Note: To place a vendor in a 1099 category, select the Vendo...

working with 1099 detail report

The 1099 Detail report contains detailed information about the amounts you have paid vendors associated with 1099 categories in Acclux Accounting. It includes only those payments that meet the following conditions: The payments are made to a vendor you have marked as a 1099 vendor. ...

working with 1099 summary report

The 1099 Summary report shows the amounts spent with each vendor that your company has specified as a 1099 vendor. Check the information on this report to prevent errors in printing your 1099-MISC forms at tax time.   Report filter options Description ...

how to create my custom invoice template

acclux comes with a set of well designed invoice template, moreover, you can create your own custom invoice template with simple steps. To create a custom invoice template: 1. Log in to your acclux accounting account. 2. Go to Settings section, then go to the Document T...

how to create my custom estimate template

acclux comes with a set of well designed estimates template, moreover, you can create your own custom estiamte template with simple steps. To create a custom estimate template: 1. Log in to your acclux accounting account. 2. Go to Settings section, then go to the Docume...

how to configure my stamps com account in acclux

By configuring your stamps.com account in acclux, you will be able to easily print shipment labels, compare rates, purchase postage and track packages. Additional Stamps.com features such as postage rate discounts, hidden postage and return shipping labels will also be available to you too. ...

how to add shipping addresses for printing labels in stamps com

Once you are successfully configured your stamsp.com account, you can add your shipment addresses. This will save you time when you are printing labels. To add shipment addresses: 1. Log in to your acclux accounting account. 2. Go to Setting section, then go to the Shipping Addresses....

how to email my clients their usps tracking information

acclux and stamps.com integration gives you the advantage of sending customize emails to your clients with all the tracking information they need. First Let's create the email template to use on sending shipment information: 1. Log in to your acclux accounting account. 2. Go to Setti...

how to search my stamp com printing history in acclux

With acclux and stamps.com integration, you will be able to view and search your printing history. To view and search your stamps.com printing history 1. Log in to your acclux accounting account. 2. From the left side panel, click on USPS. Note: Please note the the USPS opt...