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Dustin Carroll

  • Total activity 23
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Activity overview

Latest activity by Dustin Carroll
  • Dustin Carroll created an article,

    Accounting Period Configuration for Netsuite

    Audience: Accounting Manager and MineralTree Administrator Summary: This article reviews how to configure accounting periods within MineralTree to avoid synchronization errors.  Within MineralTree'...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    Remove a MineralTree user

    Audience: MineralTree Administrator Summary: Reviews how to remove a MineralTree user.  MineralTree Administrators can add and remove users as long as they are not other Administrator users. If you...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    Add a MineralTree user

    Audience: MineralTree Administrator  Summary: Reviews how to add a MineralTree user.  MineralTree Administrators can add and remove users as long as they are not other Administrator users. If you n...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    Change the vendor on an invoice

    Audience: Accounting Manager Summary: Reviews how to change vendor information on an invoice. How to change the vendor information 1. Open up the invoice by going to Invoices and clicking into the ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    MineralTree shows "Connected" but not synching

    Audience: Accounting Manager and ERP Admin Summary: How to disconnect from your accounting system if you notice that MineralTree appears to be connected, but your sync is not current.  Please note:...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    Update the default GL account

    Audience: Accounting Manager Summary: Reviews how to change the default general ledger account for a specific vendor How to change the default general ledger for a vendor 1. Navigate to the vendor ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    Change the default A/P account

    Audience: Accounting Manager Summary: Reviews how to change the default AP account for a specific vendor How to change the default A/P account for a vendor 1. Navigate to the vendor by going to the...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    Attach supporting documents to an invoice

      Audience: Accounting Manager Summary: Reviews how to attach supporting documents to an existing invoice. How to attach supporting documents to an invoice MineralTree supports attaching support...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    NetSuite Amortization Template Integration

    Audience: Accounting Manager  Summary: This article reviews how to create amortization templates in NetSuite and how to apply them to an open invoice in MineralTree.  This article contains: Overvi...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Dustin Carroll created an article,

    Submit a payment

    Audience: Accounting Manager Summary: Reviews how to submit a payment in MineralTree along with the various payment methods available and what they are. This article covers: Types of payments proc...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes