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Preferences
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'''Preferences'''
  
Do you know how to access the preferences that control Payments?
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'''Do you know where to set the Payment Preferences?'''
  
What does Preference mean?
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You may set your Payment '''Preferences''' in Utilities Module
A Preference is a favorite or favored choice.
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*Preferences
(And in this case of preset selections - most of which won't need to be changed).
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*Payments
  
Payment Preferences change the way the system treats all of the following
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This is where you set your desired:
 
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*Payment Accounts
Default Payment Accounts
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*Payment Variation Accounts
Once set, these should rarely change
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*Statement Messages '''OR''' You can assign your own message
Customer - Default is Undeposited Funds. This means that by default, when a customer payment
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*cCick '''Save''' to finish transactions.
is received the money will go to Undeposited Funds
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Supplier - Default is Bank. Payments to a supplier will post to the Bank account
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Credit Card - Default is Bank.  Payments made by your credit card will post to the account Bank. 
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This obviously will only be true for a debit card so you need to set up an account for your credit
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card and select it here.
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The Payment Account can be modified on individual transactions regardless of the choices made here.
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Default Payment Variation Accounts
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Set here the default variation accounts for payments for each of Customers and Suppliers.  These accounts are used to
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post payment differences arising from foreign currency fluctuations.  These should only be changed on your accountants advice.
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Statement Messages
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Set here different messages to appear on customer statements depending on the current or overdue status of the account.
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A maximum of 8 different messages can be set.
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The message that will automatically appear on a statement is based on the invoice that is outstanding for the
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longest period.
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General
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Group POS Deposits (Cash Sales) - If using POS this selection will group all cash receipts into a single Deposit
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Auto Select Deposits - Select if you wish to speed up deposits by entering the total and letting ERP match
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the deposit lines automatically
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Auto Cheque Numbers - Select to allow ERP to automatically select the next cheque number. The cheque
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number can be manually overridden
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Cheque and Payments add to EFT by default - Select if you make the majority of payments by EFT. Selection can
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be overridden on individual transactions
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Accounts Receivable - Group Jobs with Customer - If using Jobs, this selection will group jobs with the appropriate
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customer on your accounts receivable report
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Deposit Account
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Select here the default account to appear on deposits - can be overridden on individual transactions
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Cheque Account
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Select here the default account to appear on cheques - can be overridden on individual transactions
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Latest revision as of 10:14, 17 September 2015

Preferences

Do you know where to set the Payment Preferences?

You may set your Payment Preferences in Utilities Module

  • Preferences
  • Payments

This is where you set your desired:

  • Payment Accounts
  • Payment Variation Accounts
  • Statement Messages OR You can assign your own message
  • cCick Save to finish transactions.