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Peresoft Resources
Documentation to help push forward Peresoft product proficiency.
Peresoft Product Enhancements 2023
Get an in-depth look into the latest features and the newest enhancements in Version 2023.
bakXpress for Cashbook
How to set up and use the bakXpress functionalities to backup your data to the cloud.
Accounts Payable
.How to setup and use Accounts Payable in Cashbook.
RecXpress for Bank Services Sample Data for Web UIs
How to set up and match entries using Peresoft’s RecXpress for Bank Services Sample Data with Peresoft’s Web UIs.
RecXpress Sample Data for Web UIs
How to set up and match entries using Peresoft’s RecXpress Sample Data with Peresoft’s Web UIs.
Web UI Install Instructions
Step by step instructions on how to import a bank reconciliation and match entries using Peresoft’s RecXpress Sample Data with the Web UIs version of Sage 300 in PDF format
Cashbook: Reversals
Reversals and Reversal Issues
Adding Rules Automatically
Adding Rules Automatically while Reconciling in RecXpress
Differences: Web UIs vs On-premise
Cashbook Web Screens for Sage 300cloud Version 2020 Compatibility
Cashbook: Bank Transfers
Transfer funds between banks, Use Multicurrency to transfer between two banks of different currencies, Reverse a bank transfer entry, RecXpress and bank transfers
Cashbook: Deposit And Single Reference Batches
Deposit Batches and Single Reference Batches with our new Web UI’s
Peresoft's Complete Solution
Cashbook Web Screens and EFTXpress features.
The streamlined business tool that maintains your bank account.
The fastest way to reconcile your bank account.
The fastest way to reconcile your bank account.
The effective, efficient and fast electronic funds transfer program.