Accounting | CRM and DMS Software

Finance Reserves / Dealer Discounts: What are they, and how do they work?

September 20, 2012September 20, 2012Michael Craig

Finance Reserves and Dealer Discounts are concepts that many, myself included, have had trouble grasping. This is largely due to what they are called not being the best reflection on…More…Finance Reserves / Dealer Discounts: What are they, and how do they work?

Accounting Payroll

Employee Advancements / AR Deductions from Payroll

April 2, 2012December 10, 2012Glenn Hancock

Employee Advance: To give an employee an advance on pay – go to Contacts > Locate Contact (Employee). Once you select the employee, go to Accounting > Checking > Create…More…Employee Advancements / AR Deductions from Payroll

Accounting Payroll

Setting Up Simple IRA / 401K in Payroll

April 2, 2012September 7, 2012Glenn Hancock

To setup Simple IRA or 401K in Lizzy’s payroll module, please do the following: Go to Settings > Payroll > General and add your company’s matching % in the…More…Setting Up Simple IRA / 401K in Payroll

Accounting

Sales Tax Beginning Balance

April 2, 2012September 7, 2012Glenn Hancock

If you are coming onto Lizzy and you have to pay sales tax for the previous month, you will need to do the following: Go into your chart of accounts.…More…Sales Tax Beginning Balance

Accounting Payroll

Using Lizzy Payroll to track Workman’s Compensation

April 2, 2012September 7, 2012Glenn Hancock

If you work in a state that requires the employee and the business to pay into workers compensation, such as Washington, you will need to do the following to set…More…Using Lizzy Payroll to track Workman’s Compensation