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CSA: Be kind to your bookkeeper

I know that I am speaking for all bookkeepers out there that are using AppFolio when I ask that if you are submitting receipts or payables or helping by posting receipts or payables…. to PLEASE remember that these posts have to match what is happening in real life in the bank account. Otherwise, we have…
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Allocating A Payable

Have you used the ALLOCATION feature in a Payable? I have one word for this, WOW! Funny how one little word, at the simple flick of a check mark, can make you so happy. Here’s an example of true bliss. You have a client with a $15.00 payment that wants the expense distributed amongst 14…
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Concerns regarding the Owner 1099 calculations?

To verify an Owner 1099 calculation: Make sure you run a Cash Flow Report. Set the date range for the tax year. Do you see the prepayments row on the report? If not, go to Accounting, GL Accounts and make sure that your prepayments GL account is set to be included on the cash flow…
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