Articles

Macola® Progression – Physical Inventory Processing Checklist

We have published checklists to streamline your operations for the past thirty-five years. Carefully read this document before proceeding, and contact us, if needed, to assist in planning or conducting your physical inventory. You can also refer to the online help and the Macola® website. Overview of Macola Physical Inventory Processing Workflow Things to consider […]

Year-end Processing Procedures for Macola® Progression Software

This checklist will streamline and simplify your Macola® Progression software year-end processing. The format separates the processing steps for each software module into two categories: mandatory and optional, although almost all steps are mandatory. The procedures are identical for calendar year and fiscal year companies. Even if you operate on a fiscal year, there are […]

Macola® 10 & ES Software Year-end Checklist

This checklist outlines your Macola® 10 & ES software year-end processing workflow steps. The checklist procedures are identical for calendar year and fiscal year companies. To assure consistency, we suggest that one person or a small team complete the checklist. Please call us with any questions and comments. Leahy Consulting Assistance Desk (513) 723-8094 Preparation […]

Month-End Processing Checklist for Macola® Progression Software

This checklist is intended to further streamline and simplify your Macola software month-end processing.  The checklist separates the processing steps for each software module into three categories: mandatory, housekeeping and optional.  Note that some housekeeping processing steps can be run at any time during the month.  This focuses your attention on the mandatory processing steps […]

Month-End Processing Checklist for Macola® ES

This checklist outlines your Macola ES month-end processing workflow steps. To assure consistency, we suggest that one person or a small team complete the checklist. Please call us at (513) 723-8094 with any questions and comments. We are available to assist you in person on request. Preparation for Month-end Processing MANDATORY Steps 1. Preparation: Make […]

How to Use the Format Option in PULSE Dashboard

Format Options in PULSE Dashboard Numeric columns in PULSE Dashboard can be formatted to include the number of decimal places shown, percent signs and currency values. This can be for existing columns listed in the Column Chooser or new columns created by using a custom formula. This can be setup by any User in PULSE […]

PULSE Dashboard Training for Accounting Personnel

Getting Started With PULSE Dashboard It is natural if you feel overwhelmed seeing so much of your data in one place. It is natural if you see a lot of your data that needs to be corrected. Select the top 15 screens that will streamline your job. Spend 15 minutes each day getting comfortable with […]