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Financial Year From / To   Period From / To Customer Tax Type Sort By Supplier Tax Type

Summary   Detail Year From Period From VAT Type Summary Calculation Incl. Account Branch Year To Period To Sort By

Branch   Year Tax Type Summary Inc Account Show Post Dated Reporting Method Period Sort By Exclude Zero Values Consolidate Keep GL Detail

In the company profiles you will find the basic information required to input your company information.  This is also the section where the logo appears on the company details will be printed in your documents like the invoice. Video Training Manual 2016 Part ...

System configuration>Administration> Company Profiles> Schedule setup> Scheduled Tasks  Scheduled Tasks   The grid will display all Tasks that have been created for scheduling. The Active and Status column will indicate whether the Task is currently sched...

System configuration>Administration> Company Profiles> Schedule setup> Scheduled Tasks   There's a new scheduled report which logs any active scheduled tasks .The reason for this log is that when we are restoring the backup or moving the company to another ser...

COMPANY DETAILS In the company profiles you will find the basic information required to input your company information. This is also the section where the logo appears on the company details will be printed in your documents like invoice. System Configuration>...

Go to System Configuration >Administration >Company Profiles >Amend the profile and go to More Options >Stationery You are going to change all 3 quote layouts to be the same (lines 7,8 and 9) Click on the button with the “…” to lookup the report In the file...

System Configuration Module > Administration> Company Profiles> Function Dropdown More information on this button can be found at Password restore Click on the Functions Drop Down and select Set Backup Restore Password The window below will pop up and y...

There are a few areas to take note of when setting up customer access into the package: 1 Branch setup 2 Branch links to Accounts 3 Security setup on form 4 Security form access Branch SetupCreate a Branch for the customer so t...

There are several places that the Division and Region is enforced These are divided into 1. Debtors Module 2. Creditors Module  3. General Ledger Module All Documents All Documents GL, Debtors and Creditors Cashbooks Debtors Journal Transa...

System Configuration> General Ledger Links Video training manual 2016 - Click Here   GL Links Setup System Configuration> General Ledger Links> GL Links Setup   The system is governed by the General Ledger Link rules. These are the areas that affect the...

System Configuration> General Ledger Links> GL Links Setup The system is governed by the General Ledger Link rules. The way to check where things are been processed are as follows: These are the areas that affect the posting 1 Company Setup and Bran...

Setting up certain Links in the system. 1. Job Recovered Costs

Video Training Manual 2016 - Click Here The creation of a new financial year occurs at the end of a financial year, and there are no new years and periods in the system. If your financial year is not created, you will not be able to process any transactions ...

Video training manual 2016 - Click Here  Systems Configuration > Administration> Financial Periods Setup Highlight the current year Click On Extras tab and select from the drop down Select “create New year” Function   This will take the selected year and...

Systems Configuration > Administration> Financial Periods Setup Click Add and fill in the information Description Fill in the description (Example: Year 1) Date From Fill in the date from you wish to start Date To Fill in the date to you w...

System Config > Defaults > General Ledger These defaults effect the General ledger module Period Names These fields are used in the financial performance report any specific to the farming industry. You can set these for Number of cows, number of litres p...

System Config > Defaults > Debtors COD Popup on Debtor Invoices If a customer is marked as COD, it will give you a pop up to say its a COD client when creating a sales document. Quote, sales order, invoice and credit note    This will work with any custom...

System Config > Defaults > Supplier Document Import Set the defaults when importing PDF documents from Rossum and Typless, if the items are not found in the system.   Used in Purchase Order and GRV imports     Statement Defaults  Auto set defaults ...