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Read the latest Financial Management software articles, news and reviews.
Cash Reconciliation: How to Reconcile Cash Accounts at Month End
By Sherman Hsieh | Oct 12 2026
Cash reconciliation at month end: operating, payroll, merchant clearing, petty cash and undeposited funds, reconciling items, sign-off and auto-matching. Read More
Form 990-T: When Nonprofits Must File and How to Pull UBTI From the Ledger
By Sherman Hsieh | Oct 12 2026
Form 990-T rules for nonprofits: the $1,000 UBI filing test, 512(a)(6) silos, deductions, due dates, e-filing, and how to tag UBTI in your ledger. Read More
What Is a Credit Memo? Definition, Example and Journal Entry
By Sherman Hsieh | Oct 12 2026
Credit memo definition for AR and AP staff: when a seller issues one, journal entries for seller and buyer, an example, and how it differs from a refund. Read More
13-Week Cash Flow Forecast: How to Build One, With a Template
By Sherman Hsieh | Oct 12 2026
13 week cash flow template for controllers and CFOs: direct-method rows, a weekly roll-forward routine, variance tracking and forecasting tool prices. Read More
Statement of Activities: How Nonprofits Prepare It, With a Template
By Sherman Hsieh | Oct 12 2026
Statement of activities template for nonprofits: ASC 958 net asset columns, releases from restriction, net investment return, tie-outs and software. Read More
Purchase Price Variance: How to Calculate PPV and How ERP Systems Track It
By Sherman Hsieh | Oct 12 2026
Purchase price variance explained: PPV formula, journal entries, receipt vs invoice timing, and how NetSuite, Business Central and Acumatica post it. Read More
GASB 87 Lease Accounting: How School Districts, Universities and Local Governments Apply It
By Sherman Hsieh | Oct 12 2026
GASB 87 lease accounting explained for school districts, universities and local governments: lease tests, journal entries, a worked example and software. Read More
3PL Billing Software: How Warehouses Bill Storage, Handling and Value-Added Services
By Sherman Hsieh | Oct 09 2026
How 3PL billing software handles storage, handling and accessorial charges: split month vs anniversary billing, WMS event capture, disputes and pricing. Read More
Exemption Certificate Management Software: Collecting and Validating Sales Tax Certificates
By Sherman Hsieh | Oct 09 2026
Compare exemption certificate management software: published prices where vendors list them, state resale certificate rules and audit risk for B2B sellers. Read More
Positive Pay: How It Stops Check Fraud and How to Set It Up With Your Accounting System
By Sherman Hsieh | Oct 08 2026
Positive pay explained: how check, payee and ACH positive pay stop fraud, how ERPs build the issue file, and what bank cutoffs and defaults mean. Read More