Accounting Setup

Articles

Location Preferences - Accounting
The Accounting Location Preferences at Accounting / Setup define how the dates and other Invoice and Delivery Ticket screen inputs default. Invoice printing options are also determined here. For example, choose whether or not to print the co...
Locations - Accounting
The Accounting Location setup area includes a Preferences tab where the key G/L posting accounts are defined. Those companies with multiple locations will set up each plant separately at the home office. Key Account Codes – Define the G/L A...
Accounting Preferences
The Preference area found at Accounting / Setup / Preferences allows several options to be set and therefore customize, to a degree, the way the program works. Quite often, these default settings may be overridden as transactions are being e...
Set Default Location
Used only by those managing multiple locations in the same database, this allows the current location setting to be changed. This causes the computer to check that all customers, vendors, and products used are associated with the selected location. ...
Sell from Dept ID
The Sell From Dept ID preference at Accounting / Setup / Location Preferences on the Delivery Ticket tab allows the option to easily change the Inventory Department that a Blend or Delivery Ticket line item is pulling from without having to de...
Business Influence Setup
Business Influences may be set up to link Customers in the Accounting and CRM modules. Additionally, the Customer Gap Analysis report in the CRM module may be used to view linked Customers in a group. In the Accounting module, add a Business Influe...
Allow Signature on Save of Invoice
Locations with the Allow Signature on Save of Invoice box checked found on the Invoice tab at Setup / Location Preferences will see a Capture Signature button on the Print Invoice Documents window which allows signatures to be captured a...