Home > Categories > Accounting
Category Articles
[Video] Using PPS Support Live Chat
Viewed 449 times since Fri, Apr 26, 2013
We are delighted to announce our new live chat facility. You are now able to receive real time assistance from the PPS Support team and this short video shows you how! Read More
[Video] Estimates list
Viewed 464 times since Tue, May 14, 2013
The Estimates list is your full list of estimates that have been created. Using the left hand side of the screen, you can select to include current and/or completed estimates (which have been turned into... Read More
[Video] Invoice - Receipts list
Viewed 524 times since Fri, May 10, 2013
The Invoice / Receipts list is your full list of invoices that you have produced. Each invoice in the list is allocated a number – the number sequence can be set up from the General System... Read More
[Video] Charges list
Viewed 528 times since Fri, May 10, 2013
The Charges list is your full list of charges that you have created. Using the left hand side of the screen, you can select which charges to include from 'Not Invoiced', 'Invoiced, Not Paid' and 'Invoiced, Paid'. There... Read More
[Video] Invoice processing
Viewed 532 times since Fri, May 10, 2013
This video takes you through your weekly/monthly payment runs and any general invoice processing tasks from within PPS Read More
[Video] Accounts screen
Viewed 535 times since Fri, May 10, 2013
The PPS Accounts system includes facilities for you to bill your clients, or third parties, record payments received, and manage all invoices that are overdue for payment. The Accounts are itself is the main... Read More
[Video] Expenditure management
Viewed 535 times since Tue, May 14, 2013
Expenditure Management is an optional PPS Module. With it you can record the expenses of your business, from sundries, to gas and electric bills - even staff wages. Furthermore from the information that you input into the... Read More
[Video] Payment list
Viewed 540 times since Tue, May 14, 2013
The payments list is your full list of payments that have been created. Using the left hand side of the screen, you can select which payments to include in the list, from 'Not Allocated', '... Read More
Applying Discounts to Charges
Viewed 552 times since Thu, Mar 19, 2015
Discounts can be applied to a charge at item level. As each charge is created the unit cost is multiplied by the quantity to give a Cost figure. You can then apply a discount to this to give the Net charge amount. This new discount option can be used... Read More
[Video] Recording a payment
Viewed 564 times since Tue, May 14, 2013
A Payment in PPS is recorded when money is received from clients or third parties. A payment must be allocated to an invoice – either immediately or in the future. Read More
[Video] Banking and Reconcilliation
Viewed 587 times since Tue, May 14, 2013
The banking and reconciliation list is an area within PPS that records your weekly or monthly banking dates for cash, cheques and so forth. This helps keep record in the event of a financial report or statement that needs to be... Read More
[Video] Cash desk
Viewed 590 times since Fri, May 10, 2013
PPS Cash Desk is a point-of-sale style screen that can be used to quickly create charges, invoices and payments all in one step. You can access the Cash Desk screen directly from anywhere in PPS using the F11... Read More
[Video] Raise an invoice
Viewed 605 times since Tue, May 14, 2013
Invoices are created from charges.  If the client/invoicee is paying at the time of creating the charge then PPS will automatically create the invoice.  Invoices can be created... Read More
[Video] Create a charge
Viewed 618 times since Fri, May 10, 2013
A charge is the first step for PPS billing. You have to create a charge before you can raise an invoice  Read More
Expenditure Management Help Guide
Viewed 809 times since Fri, Oct 1, 2010
Expenditure Management Expenditure Management is an optional PPS Module. With it you can record the expenses of your business, from sundries, to gas and electric bills - even staff wages. Furthermore from the... Read More
Invoice Processing
Viewed 894 times since Fri, Oct 1, 2010 (2 Replies)
Below is a step by step guide that will take you through your weekly/monthly payment runs and any general invoice processing tasks from within PPS Invoice processing Firstly PPS Menu > Accounts > Invoice Processing. ... Read More
Creating a Multi-Charge Item
Viewed 923 times since Tue, Oct 18, 2011
PPS now includes the ability to create “multiple standard charges” on your ‘List of Standard Charges’ screen. This new option allows you to set up a Standard Charge item which is actually a collection of other standard charges from... Read More
[Video] Creating a charge and invoice
Viewed 946 times since Fri, May 20, 2011
A helpful video that takes you through creating a charge and then raising an invoice Read More
Writing off bad debt
Viewed 1245 times since Thu, Jun 5, 2014
This guide shows the process of writing off bad debt within PPS. To ensure that the accounts stay balanced within the system invoices that are being written off need to be recorded correctly. Adding a payment method ... Read More
Split Billing
Viewed 1318 times since Fri, Oct 1, 2010
When an invoice is sent to a third-party, and the invoice includes charges for a single client, you can split the invoice balance between the client and the third-party. This means that payments can be recorded on the client account and the third... Read More
How to process a Refund or Credit
Viewed 2431 times since Thu, Dec 2, 2010
Credits & Refunds If you need to process a refund in PPS this will fall into one of three categories depending upon the circumstances of the refund and what accounts transactions you have already recorded for the client. The... Read More