![]() How to Enter Banking Transactions Manually How to Set Up the Products and Services List How to Set Up Invoices, Sales Receipts & Estimates Hope this been helpful.How to Customize Invoices, Sales Receipts & Estimates If it’s been a while since you’ve done so, you might want take a little peak and see what’s going on. In your Options, you’ll notice that there’s quite a few options to take a look at. These are just a few little things that I think of might be helpful for you to review. If that check box is not enabled, then you will not see this icon here. Now I would go through and set up this a customer as I normally do. It’s going to auto assign that next number that was in that set-up field. You’ll notice it as me for a Division, because it doesn’t know and I will pick Division 2. What this means is, if I go into Customer Maintenance and create a new number, and I’m going to click on this little icon here. There is something here that I think is interesting: the ability to auto increment Customer Numbers. You can make those days whatever you want them to be. We have the option of choosing Months and then it assigns 1234 or Days, and days do not need to be 30, 60, 90, 120. So, if I’m using Invoice Date and I want see what it would look like if I ran my Aging Report, to do that by Due Date. What is nice about this is, you can go back and forth to test how each works, without causing a problem and you could do this at any time. Do we want to age invoices by the invoice date or by the due date? Everybody likes something a little different, so choose the one that works the best for you. There are two things that I like in this area. So what is the most convenient for you? To have them or not have them? Either way, when you are looking at an individual customer, you can come to this icon and make your change.Īccounts Receivable Options TAB 2: Additional If I come over to my little search icon, if I would click on Display Zero Balance Invoices, you’ll see that I now have a few invoices that have zeros. When I’m at Invoices, you’ll notice that all of my invoices have a balance. ![]() You, of course, choose the one that would make the most sense for you.Īnd also, do we want to display invoices with zero balances? Without this checked, let me pop back over to a customer maintenance, and a let’s take a look and see what that means. You actually have a choice on how invoices are displayed, either by invoice number, ascending or descending invoice date. It is definitely a permanent change and you’ll be alerted that that is what will happen. When we look at Customer Maintenance or Customer Inquiry, we see invoices. Just remember, if you select this, you won’t be able to go back to those seven characters. If I would click on this (which, by the way I’m not going to do) it will prompt me and it will change my customer number length from seven characters to 20 characters. The default customer number is seven characters. ![]() They could each have their own report, without having to worry about what customers are going to be worked on by whom.Īnother thing that is interesting is the Allowance of an Expanded Customer Number. Let’s say you have an aging report and two separate people are responsible for collections. The other thing that’s nice about Accounts Receivable Divisions, is that it’s so simple to run reports. Maybe we have two divisions and you’d like to break them up into two separate Accounts Receivable accounts. These are the Division Numbers. When we have Division Numbers, we have the opportunity to post certain account numbers into their own individual accounts, let’s say Accounts Receivable. You’ll see that there are two characters in front of all of my customers. Because I have this checked, let’s pop over to customer maintenance. The first is Accounts Receivable Divisions. You’ll notice that I have this checked. I am only going to review a few, but hopefully they will be useful to you. Now may be a good time to take a peek and see what this is all about. So often, after you’re up and working in Sage for years, you forget to come back and look at some of the options that were not important to you at the time that you set up your system. This video is going to provide a brief review of Accounts Receivable Options. Welcome to SWK’s video series on Sage 100. Cosmetics and Nutraceutical Manufacturing ERP Software.
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