Accountek Solutions Inc

Getting Started 6

• Transaction Record Info
• Creating Connected User Accounts and Access Privileges
• Year End Checklist
• Activating and Using Change Logs
• Analysis (Category) Codes

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Email Documents 4

• Getting Started with Email
• Email Templates
• Emailing a Document (no template)
• Batch Emailing

Tips 11

• Invoice Refunds
• Attaching Files and Documents in Connected
• Pinning Transactions
• Using and Linking (Attaching) Files to Notes
• Voiding a Vendor Payment

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1099 Tax Forms 2

• 1099 Form Printing
• 1099-NEC Non-Employee Compensation

ACH Electronic Payments (EFT Payments) 8

• Introduction to Electronic Payments
• Adding the ACH/EFT Payment Format
• Setup for ACH or EFT Payments
• Generating ACH or EFT Payments
• Creating ACH or EFT Export Files

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