Vendor Knowledge
What can happen if you don't double check vendor name when syncing a bill from Dext?
What needs to happen with zero-dollar items in a bank recon? This includes items that net to zero.
What is they need to be cleared in the month they occur?
What is the purpose of prepaids?
What is the longest a payment in undeposited funds should take to clear the bank?
What is a week or 5/7 days?
Where won't you see the expense if you don't add a name on an expense that you add from the bank feed?
Where is the expenses by vendor summary report?
What is the correct journal entry number if the last one was 2026-10HP06 and the date today is November 1st?
What is 2026-11XX01?
Today is June 20th, and May is closed. You receive a bill from 5/1/2025, what date should you put the bill in for?
What is June 1st?
What customer address will sales tax be based off of?
What is ship to?
What happens to a bill if an expense is added instead of matching it to the bill?
What is remain open?
When would you accrue an expense into a prior month? For example it hit on 6/1.
When is the expense is normally the last day of the month so you accrue it into the last day?
What is 5?
How do I ensure that a credit memo I'm making is coding to the correct place on the back end?
What is use the exact same product (tense matters)?
If you receive a receipt from the client for a restaurant, will that be an expense or a bill?
What is an expense?
If the client purchases new software with an annual subscription, what account would I code that to?
What is prepaid?
What is the percent of markup on average that COGs should be marked up to Sales?
What is 20%?
What is the correct order for payments to deposit in the bank to be processed?
What is receive payment to undeposited, then record deposit once it hits the bank?