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Back Office / Bookkeeping
Training & Support
Chart of Accounts
Checks / Receipts / Journal Entries
Transactions and Templates
Need to work on more than one client at a time?
Your password can include up to 39 alpha-numeric characters, with a minimum of six (6) characters
Instead of pressing F8 to exit the screen to change clients, use the PF-C button from the SELECT TEMPLATE screen.
Once a sequence is set up, you may not make changes except to retire, change print status or mark as the default
You may pre determine your transaction sequence by setting it up on your template beforehand using PF1-S
Automatically create multiple transactions using Chained Templates
Quickly change the report date after running a package without exiting by using the PF-D button at the bottom of the screen
You may save groups of favorite packages in a favorites group and a single favorite group can be set as the default
Why wait until the end of the month to reconcile your bank accounts. Contact Zenith today to find out how you can automate your bank reconciliations.
For Gold Terminal users, when committing (F10) a bank reconciliation, the system can be configured to automatically save a PDF copy of the bank reconciliation report
Image Organizer allows you to add “tag” information to scanned documents
Image Organizer manages permanent documents in addition to transaction images
You may associate an image to a transaction and save a copy in pending for future payments by changing the Action button from Move to Copy
Copy blocks of sub codes from one master to another in one step using Tools in chart of accounts
If you use the numeric keypad to enter the code numbers, it is convenient to use the period key “.” on the keypad as your wild card character