Welcome to the Traction Knowledge Center. Call 888-466-6080 for more help.

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Welcome to the Traction Knowledge Center. Call 888-466-6080 for more help.

Advanced Accounting

Advanced Accounting

Helpful articles and videos for Traction Advanced Accounting.

Bills (Accounts Payable)

How do I manage my bills (Accounts Payable)?

How do I return a product that I purchased through Bills?

How do I connect my FS account(s) to my Traction Business account?

How do I edit my FS connection information?

How do I create an Accounts Payable Report?

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Equipment Costs

How do I view equipment costs on the Field Profit Center Report?

How do I find equipment details such as ownership/operating costs and associated field records?

How do I setup and use the concept of Overhead (via Equipment)?

Invoices

How do I invoice a landowner or landlord using inputs from field records?

How do I create an invoice for custom work?

How do I create an invoice with equipment costs?

How do I create and print an invoice for a customer or landlord?

What window envelopes are required to print and mail an invoice and how do I order them?

How do I invoice a landowner using equipment units from field records?

How do I enter a deposit for an invoice payment?

How do I enter deposits for multiple invoices in the same transaction?

How do I edit or delete an invoice?

How do I add my company logo to invoices?

How do I create Customer Statements?

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Prepays

How do I enter Prepay expenses?

How do I reduce my prepay account when receiving product inventory?

How to create a prepay from a line of credit or operating loan account?

How do I record a return of a product purchased with a prepay account?

Reports

How do I create a Market Value Balance Sheet (MVBS)?

How do I create an Accrual Balance Sheet?