– Every form that posts will have a button to view the posting of that transaction, normally beside the Total field.

– A list of all the transactions that make up a total in the Chart of Accounts can be viewed by clicking the folder beside that account (from the Chart of Accounts) and then clicking ‘GL Detail’. Note that right clicking in this form gives more sort/filter options.

– When using the Accounts Receivable or Accounts Payable accounts in a journal entry, a customer/vendor ID will be required. This ties the entry to their account and will show as a positive or negative transaction, depending on the adjustment. If either of these accounts ever needs to be adjusted without tying the adjustment to a customer, check the ‘Correcting Entry’ checkbox on that line of the journal entry. Click here for more information on Journal Entries.

– A bank account register can be found under Banking>Bank Account List. Double-click the account to view and a list of all transactions for that account will be brought up.

– When using the write checks form, the account populated into the check detail when using a vendor as the payee will be the ‘Expense ID’ from the vendor’s detail tab.

– When writing checks, click the button beside the check number to auto fill the next check number Paradigm is aware of.

– When writing checks, double click the check amount to total the amounts from the detail of the check.

– It is beneficial when applying check numbers to transactions, to begin the numbers with at least one zero, depending on the length of your check numbers. Paradigm deals with check numbers alphabetically, so a zero helps to ensure they are always sorted correctly.

– After paying sales tax or to simply keep numbers from changing in a given period, use General Ledger>Accounting Periods>Close Periods up to and Including to keep transactions from posting or unposting before the supplied date. This date can be moved backward to allow for adjustments if needed.

– After books for a given fiscal year have been finalized, contact Paragon Computing Solutions to archive the GL transactions for that year to improve query speed and overall performance of Paradigm.

– There are some reports that should be run on a regular basis to make sure balances are holding out. These are all under the ‘Reports’ menu item in the following sections: Accounts Receivable> Receivables Aging Totals, Accounts Payable> Accounts Payable Aging, General Ledger> Orphaned Transactions. If any of these reports flag an issue (out of balance totals or transactions missing) contact Paragon Computing Solutions for assistance in correcting the issue.