THOMSON REUTERS ONBALANCE™

HELP & HOW-TO CENTER

THOMSON REUTERS ONBALANCE™

HELP & HOW-TO CENTER

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Manage your account

Change your password

Change your email address and login

Password guidelines and tips

Financial accounts

Financial accounts

Add financial accounts

Edit financial accounts

Make financial accounts inactive

Delete financial accounts

Bank reconciliation

Bank Reconciliation

Automatically reconcile a bank statement and transactions

Manually reconcile a bank statement and transactions

Review or edit a bank reconciliation

Delete a bank reconciliation

Vendors

Import vendor information

Edit vendor information

Vendor activity

See vendors' open balances

See vendor information

Make vendors inactive

Customers

Import customer information

Customer activity

See customers' open balances

Make customers inactive

Delete customers

Accounting

Enable the accounting module

Add journal entries

Edit journal entries

Change journal entry ID numbers

Manage the accounting year

Edit the accounting year

Delete a journal entry

View journal entries

Add accounts to the Chart of Accounts

Edit accounts in the Chart of Accounts

Delete an account in the Chart of Accounts

View the Chart of Accounts

Sales and invoices

Request authorization of CAE pending sales by batch

Add recurring sales

Edit recurring sales

Delete payments

Delete invoices

Make recurring sales inactive

Products and services

Import product and service information

Edit or delete products

Make products inactive

Edit or delete services

Make services inactive

Expenses, deposits, and other movements

Add other transactions

Delete expenses, deposits, and other transactions

Upload receipts

Bills

Add recurring bills

Edit recurring bills

Delete payments

Delete recurring bills

Third-party checks

Record third-party checks as income

Record third-party checks as customer payments

Pay expenses with third-party checks

Transfer third-party checks

See third-party checks in portfolio

Delete rejected third-party checks

Own checks

Record own checks as expenses

Record own checks as vendor payments

View own checks

Reject own checks

Cancel own checks

Credit memos

Apply or edit credit memos for sales

Print credit memos applied to sales

Send credit memos to customers

Delete credit memos applied to sales

Apply or edit credit memos for bills

Delete credit memos applied to bills

Debit memos

Apply debit memos to sales

Print debit memos applied to sales

Send debit memos to customers

Delete debit memos applied to sales

Apply debit memos to bills

Delete debit memos applied to bills

Reports

Download tax and accounting reports

Accounting reports

Troubleshoot

System requirements

Supported internet browsers

Test your internet connection

Delete temporary internet files or cached files

Protect yourself and your company against phishing scams

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