Setup
13.0. Employee Names Setup
How do I create Sales Personnel Names? Location Setup> Company Details> Employee Action Click SETUP activity > Click COMPANY DETAILS > Click EMPLOYEE module > Click NEW Employee can be used as the Sales Person or Purchasing Staff to be displayed in ...
12.0. Item Image Picture Setup
How can I insert an Image Picture to Item? Location Setup> Item Details> Item module Action Click Setup activity > Item Details > Click Item > Select item to add picture > Click edit to add picture. > Click on the box > IMAGE You can add a picture of ...
11.0. Default Setup
Default Settings Default Settings allow users to set thei preferred recurring option for each module. If this setting is done up, default options will be prefilled when creating a new document. (To Note: Existing Documents will not be affected.) ...
10.0. Multiple Running Number Setup
How do I setup Multiple Running Number Series? This is useful if you need more than one set of running number series. Let’s say if you have 2 sales departments, each needed to have their own set of running numbers, you can create them as follows. ...
7.0. Items Setup
Creating Items Items are used in the content of your document like your Quotation, Delivery Order, Sales Invoices, Purchase Order, Supplier’s Invoice, etc. To go into greater detail creating item group, click on this link: ...
6.0. Customer and Supplier Setup
Business Partner Business Partner can be either your Customer, Supplier or Both. In any case, you are only required to create only one Business Partner Code. Creating New Customer STEPS: Creating New Customers Click SETUP activity Click ...
5.0. Payment Mode Setup
Apply to Payment Mode STEPS: Click SETUP activity Click ACCOUNTS Click PAYMENT MODE module Select Mode 1 Click EDIT DESCRIPTION rename to UOB Bank Give a short description. You may setup UOB TT, UOB Giro, etc. if you would like to differentiate and ...
4.0. Chart Of Accounts Setup
Creating an Expense Account STEPS: Click SETUP activity Click ACCOUNTS Click CHART OF ACCOUNT module Click NEW CODE enter EXP3301 Enter EXP as it is an expense account, and a unique number CATEGORY select EXPENSE Select the appropriate category ...
1.0. Company Setup
This document outlines essential company setup procedures within the software, covering company information entry (address, contact details, financial settings like accounting currency and default accounts, and GST registration), financial period ...
8.0. User Access Control Setup
Users & Role Management User is the name and details of the user, while Role are the duties that the particular user or list of users perform. To setup access control, you have to first create a Role. Creating a new Role STEPS: Click MAINTENANCE ...
14.0. Multi-Level Chart Of Accounts Setup
Multi-Level Chart Of Accounts Creating a Management View STEPS: Click SETUP activity Click ACCOUNTS Click MULTI-LEVEL COA module Click NEW CODE enter MV01 NAME enter Management View Setting up Default Group STEPS: Click on Std 1 Lvl at the ...
3.0. Accounting Group Posting Setup
Managing Accounting Group Posting Understanding Business Partners and Customer Group Customer Groups Customer Groups define the double-entry accounts for posting when there are transactions with the Business Partners under this group. You may setup ...
9.0. User Access Control (Advance Access Precise Control) Setup
User Access Control (Access Precise Control) STEPS: Click MAINTENANCE Activity Click ACCESS CONTROL Module Select ROLES (Cross Company) Check "ALL", display on the left bottom module (Users have the rights to access all modules) Check only the box, ...
2.0. Accounting Lock Type Control Setup
Accounting Lock Type Control STEPS: Click SETUP activity Click ACCOUNTS Click A/C SETTING module Click EDIT To understand, first you have to understand that every accounting document (e.g. sales invoices) has two dates. Transaction Date – date of the ...