The first tab General
provides access to the general setup area.
On the General tab
are the fields for Next Quote
Number, Next Order Number,
and Next Invoice Number.
It is recommended that you enter a starting a number for each
of those fields. The
starting numbers must be numeric.
We recommend starting with 1000 or 10,000.
You do not have to use the auto increment numbers in the
program. You can over
write these numbers at the point of entering Quotes, Orders or
General Ledger Interface
General Ledger Interface section contains some interface General
Ledger Accounts. If you
do not intend to use the General Ledger module at the present time,
ignore entering GL Numbers for these interface accounts and ensure
that the GL Posting Automatic in AR option is not checked.
Doing this will keep AR functions like invoicing, payment entry
and credit entry from making entries in the General Ledger.
If you want to use the automatic entry in the GL make sure to
check that option On and interface each and every field with a GL
account. If you have not
already setup your accounts do so now and come back to this screen to
select the correct accounts. All
the interface accounts can be changed at the time you enter an
General Ledger Interface accounts:
A group of accounts. The
interface accounts are…
Tax Payable GLAccount:
Commissions Expense GLAccount:
Sales Receivables GLAccount:
Posting Automatic in AR:
When this option is enabled all AR (Accounts Receivable)
transactions are automatically posted to the GL (General Ledger).
Some examples of transactions are invoicing, payment entry, and
SalesRep Commission to GL: When this option is checked/enabled all
Sales rep commissions will be posted to the General Ledger.