MarginEdge Help Articles

General Articles

• The User Notifications Feature
• Using the Setup Verification Report
• Getting Started with MarginEdge
• How do I add or remove users in MarginEdge?
• How do I change a user's role in MarginEdge?
• What are the different user permissions in ME?
See all 10 articles

Managing Invoices

• Orders Screen Overview
• Uploading Invoices
• Best Practices - Ensuring your invoices are closed to the right payment accounts
• Approving Invoices
• Tips for Taking Great Invoice Photos
• What can I do if an invoice is 'stuck' uploading?
See all 10 articles

Electronic Invoices (EDI)

• ★ EDI & Invoices in MarginEdge
• EDI Default Mode for Invoices
• Additional EDI Vendor Settings
• Reconciling EDI Invoices and Credits
• Coastal Sunbelt EDI Enrollment

Accounting - General

• Weekly Snapshot Accounting Email
• Can I change my accounting periods in ME?
• General Ledger Accounts, Categories, and Category Types
• How does the Close Books feature work?
• How do I book Petty Cash / Paid Out transactions in MarginEdge?
• Setting Up Payment Accounts
See all 8 articles

Accounting - Invoice Data

• How to Export to Accounting with QuickBooks Online, Intacct or Xero
• How to Export to Accounting with QuickBooks Desktop
• How do I prevent duplicate invoices or checks in QuickBooks Online?
• How do I map a vendor from ME to QuickBooks Online?
• How do I map a vendor from ME to QuickBooks Desktop?
• How Will MarginEdge Handle Handwritten Adjustments on my Invoices?
See all 7 articles

Accounting - Sales Data

• How do I do get sales entries from ME to my accounting system?
• Why didn't my sales make it into my accounting system?
• How do I restart the ME scheduled POS task?
• Manual Sales Entry for MarginEdge
• How to I set my reports to show net vs gross sales?

Inventory

• Getting Started with Inventory in ME
• How do I setup my count sheets?
• Inventory Reporting and Best Practices in MarginEdge
• How do I add new products to count sheets?
• How do I use the Inventory Products page?
• How do I split-up one count sheet into multiple?
See all 10 articles

Ordering & Order Guides

• How do I setup Order Guides?
• How do I setup online ordering in ME?
• How do I place orders directly through ME?
• Setting Pars and On Hand Counts for Online Ordering

Recipes

• Getting Started with Recipes in ME
• Setting Recipes to be Inventoried
• Recipes - Conversions
• Accounting for Recipe and Ingredient Yields
• Using the Kitchen Display for Recipes
• Why can’t I find certain products for Recipes/PMIX mapping?
See all 9 articles

PMIX Mapping & Theoretical Usage

• Getting Started with Theoretical Usage Reporting
• How do I setup PMIX Mapping?
• PMIX Mapping Beer
• PMIX Mapping Wine
• How to use the Menu Analysis Feature
• How do I see my Theoretical Usage?
See all 8 articles

ME Commissary

• Commissary Kitchen: Creating Products via Recipes & Vendor Items
• Commissary Receiving Unit: How to Place an Order
• Commissary Kitchens: How to Receive, Edit and Process an Order
• Commissary Kitchens Overview

Performance FAQ'S

• How do I review my Budgets?
• How do I setup or edit Budgets?
• What is a Price Mover?
• How do I set up a Price Alert?

ME Bill Pay

• What is ME Bill Pay?
• How do I setup ME Bill Pay?
• How do I setup vendors to pay them with ME Bill Pay?
• How do I pay invoices using ME Bill Pay?
• Bill Pay Check Approval Feature
• Why are my due dates wrong?