Ajera Questions & Answers

How do I make an adjusting entry to the prior fiscal year?

Go to company preferences, change current fiscal year to the prior year, and clear out "don't allow entries prior to". Go to the Journal Entry screen and make the adjusting entries; and close the fiscal year again.

In manage > Client Invoices, how can I select the option to assign either the Draft or Final status for an invoice? Also, there is no Invoice Dialog box?

The status on the Project is “Preliminary”. Change it to an Active status.

How do I get the time back from a “written off” invoice?

1. Go into Manage > Client invoices > and look for a new draft invoice, normally located directly under the written off invoice.
2. Open the draft invoice and at the top left of the invoice window select the Entries button.
3. Select all items you need to be recovered in one of these ways:
   • To select all items, click the first entry in the blue to the left, and then while pressing the Shift key, click the last entry
   • To select only some items, click the first entry in the blue to the left, and then while pressing the Ctrl key, click the other items you want
4. Once all items are selected and highlighted in blue, release the key on the keyboard.
5. Right click in the date field and select Change Status from the menu that will open. This will open a small window that will allow you to change the status to billable.
6. Close the Entries window and return to the draft invoice. Select all items. Right click in the date field, and select Recalculate Billing Rates to ensure that all hours and amounts are updated.
7. Save the invoice, and print it if needed.

What should I do if I can’t open the latest updates using the link in the email?

Your firm may have restrictions in your email security settings. You can always download the latest update from the Axium Solution Center. Go to www.axiumae.com/solutioncenter, click Updates, and select the appropriate update.

How do I change hours on a timesheet that have already been paid?

Open the timesheet and add lines with negative values to reverse the entry you need to change. Next, add lines with positive values to the new project/phase. You cannot change the existing lines; you can only add new ones.

What could cause Net Income to appear twice on the Balance Sheet? It is not adding it in twice, just printing it twice.

In Ajera, this means that you have two accounts set up as a Retained Earnings type. You need to change the type on one of them to something other than Retained Earnings.

Additional Questions? Contact Software Support at 800.844.0769.