Charge Item

To find out more about www.salesorder.com click here to set an appointment. Charge Items represent any charge that is not a Service or a Product such as postage and packing, additional maintenance costs etc. To create a new Charge Item either use the Items Shortcut, or from the Explorer click Products/Services→Items and click ‘Create New‘ from the Item List. Select … Read More

Service Item

To find out more about www.salesorder.com click here to set an appointment. Service Items represent a service/task that you either provide (i.e. sell) or buy in, that is measured in time. Service Items are typically used on Timesheets in order to book billable and non-billable time to Projects/Jobs. Service Items could be set up to represent different types of skilled … Read More

Non Stock Item

To find out more about www.salesorder.com click here to set an appointment. Non-Stock Items, also called Non-Inventoried Items, are Items that you do not stock. For example, a sink which a plumber must install. The sink will be bought in for the specific job. Also, for products you don’t want to keep track of how many you have at a … Read More

Working with Items

To find out more about www.salesorder.com click here to set an appointment. ‘Items’ or ‘Item Documents’ represents anything you buy or sell in your business, whether it is a product or a service. For example, if you stock and sell computers, each type of computer would be entered as a Stock Item Document. Similarly, if your company sells services, each … Read More

Working with A/C Memo

To find out more about www.salesorder.com click here to set an appointment. Documents that Post values to the Accounts, such as Sales Invoices, Bills, Payments has a text field called A/C Memo which is an abbreviation for ‘Account Memo.’ This field provides a way of attaching a brief description to the Transaction that will appear in the Accounts. This field … Read More

Viewing Document Account Entries

To find out more about www.salesorder.com click here to set an appointment. Documents such as Sales Invoices, Bills, Credit Notes, Bank Transfers etc. affect the underlying Accounts when they are saved or edited. These Documents are referred to as Posting Documents since they post their values to the relevant Accounts. Documents such as Sales Quotes do not affect the Accounts, … Read More

Resetting your system

To find out more about www.salesorder.com click here to set an appointment. NOTE: THIS ACTION WILL PERMANENTLY CLEAR ALL SETTINGS AND INFORMATION FROM YOUR SYSTEM We are not responsible for unauthorised or malicious use of this feature and we will not be able to recover your data or settings. All new users are encouraged to try out features and enter … Read More

Working with General Journals

To find out more about www.salesorder.com‘s accounting prowess, have a look here, or click here to set an appointment. Double entry bookkeeping is used to ensure underlying accounts are correct when a Transactional Document is saved. Because this is done automatically it is not necessary to know about double entry bookkeeping. At times an accountant may need to create Journal … Read More

Enter Payments from your Bank

To find out more about www.salesorder.com click here to set an appointment. The Payments From Document allows you to enter payments made from your Bank. Typically this would be fees. Working with Bank Accounts The steps in the diagram show how a payment is made: If this article is unclear, please let us know:

Working with Bank Accounts

To find out more about www.salesorder.com click here to set an appointment. The Bank Account Document represents one of your company’s actual Bank Accounts. The balance and associated transactions should reflect those of the actual account it represents and be reconciled with its real world counterpart. As with its real world counterpart, the Bank Account Document allows you to make … Read More