News & Tips

Include Deleted Jobs on Job Listing Report

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A new option has been added in CertiflexDimension v10’s Job Cost module, allowing users to include deleted jobs in their Job Listing report.  The control for this feature can be found in the Job Listing report’s “Options” under the “Report Criteria” tab.

Client Write-up Now Supports 1099 Exemption Accounts

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Previously, if only a portion of an after-the-fact vendor check was to be reported on Form 1099, you had to separate the 1099 and non-1099 amounts and allocate to separate vendors. Now, Client Write-up allows you to classify and assign non-1099 ledger account. In addition, previously processed transactions can be recalculated.

Adjusting Date Worked on Job Allocation Reports

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Payroll Job Allocation reports print a column for “Date Worked” that defaults to the last day of the pay period. You can affect the date that’s displayed in the “Date Work” column by enabling “Ask Date Worked” in your Payroll Master Data.  Go to >File >Company Properties >Master Data Settings and click on “Payroll”.  Under […]

Advanced Security

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Question: I have security access to all my accounting data including Payroll which I normally use once a week. Since I am always logged into CertiflexDimension and I am often away from my desk, is there any easy way toggle the payroll access off and on? Answer: One way to accomplish this would be to […]

Vendor and Form 1099-MISC Online Customer Survey

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Section 9006 of the recently passed healthcare bill mandates that beginning in 2012, all companies must issue 1099 tax forms to any individuals or corporations to which they pay more than $600 for goods or services in a tax year. To help guide us in implementing these changes to your CertiflexDimension accounting software, we have […]

Custom Programming for CertiflexDimension Ultra

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Our custom programming initiative has been enhanced in an effort to build upon CertiflexDimension’s existing core software and better suit your business accounting needs. Are there changes you’d like to make to the software?  Is there a specific area of functionality that could be augmented to suit your industry? For more information on custom programming […]

Auto Sub-Assemblies & Audit Detail

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Are your inventory sub-assemblies are not withdrawing components during the ‘Record B.O.M. Assemblies’ process? Make sure that you are selecting the "Auto Sub-Assemblies" option when recording the assembly.  The system will then automatically produce all sub-assemblies associated with the selected assembly. You would check this box if you normally produce sub-assemblies only at the time […]

Importing Bill of Materials

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Question: Is there a way to copy an existing BOM that can be adjusted to create a new BOM? Answer: Yes, you can do this by using the Assembled Items Import feature.  Click >Maintain Lists >Inventory >Assembled Items.  Click the New Assembly button and choose an inventory item. NOTE: You don’t necessarily need to select […]

Calculate Quantities Available to Ship

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Whether you choose to calculate quantities available to ship or not, the packing lists will appear the same under either method. The only difference between the two methods is how to handle a situation where orders are greater than the current inventory level. If you choose to calculate quantities available to ship, the system will […]

Monthly Federal Tax Deposits

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Question: I am doing service payroll for small companies using the live Payroll Module. Is there an easy way for me to see the amounts due for the monthly federal tax deposits without adding up numbers from the payroll summaries. Answer: Yes! In CertiflexDimension Ultra, you can use the Payroll Worksheet Report called ‘Federal Tax […]