Good Practices

Check customer, vendor, product, and account names carefully before saving financial records.
Use running enquiry/entry modals before creating duplicate records.
Use remarks to explain unusual payments, refunds, transfers, backup locations, or task changes.
Print or share documents only after reviewing the preview.
For transfers, always press Get first, review the records that will move, and then press Submit.
Log out when work is complete, especially on a shared computer.