Documentation: General Ledger Administration Tables Answer: Service – Administration – Service Sale Codes - Used only in Service when closing a WO.- Inventory GL Account – Control Account- Sales GL Account – ...
Documentation: GENERAL LEDGER Answer: GENERAL LEDGER General Ledger transactions are created from everywhere and have to be funnelled into the General Ledger Transaction file to be Posted before they reach ...
Documentation: CRM Answer: CRMCustomer Relationship Management. The purpose of the application is to allow Sales and Service people the ability to keep track of their To-Do Lists. They can ...
Documentation: Assign Trade Cost Answer: Initialized Sale with a TradeWhen Dealerships take a Unit in Trade, they want to sell it right away. Sometimes the Trade In is sold before ...
Documentation: Assign Trade Cost (2) Answer: ContentsSales – Units – Assign Trade CostAdd/Update Trade:Update Costs: When Dealerships take a Unit in Trade, they want to sell it right away. Sometimes the Trade ...
Documentation: ACCOUNTS PAYABLE Answer: Contents
Finance – Payables – Update – AP Invoice
Quick Pay:
Examples of Invoices
Finance – Payables – Update – AP Cheque
Finance – Payables – Update – AP to ...
How To Documents: Make a GST/HST Remittance Answer: If GST on purchases for a month is larger than GST on sales:
Create a tax-exempt customer for the CRA.
Enter an invoice to the CRA from ...
How To Documents: Create Interest Invoices Answer:
1. Go to Finance->Receivables->Update->Collections
2. Enter how old (in days) an invoice has to be before you charge interest on it (default is 30 days)
3. Click ...
