Archive for March, 2017

Department Setup

Department setup is a nice way of tracking how each section of your company is doing.

From the home screen drop down Setup Menu and choose settings.

On the left side of screen choose General and Departments.

Departments

 

 

 

 

 

Issue a Code, Description and Status.

You can also link it to and account.

Hope this helps.

Any other questions please drop me a note.

 

Be the first to comment - What do you think?
Posted by Nooshin - March 27, 2017 at 9:44 am

Categories: 19- Setup & Settings   Tags:

View Journal Entry # prior to Posting

This tutorial is about journal entry numbers.

Some people, including myself, when I found this handy tool it made my life a lot easier.

I have gotten into a hobbit of recording the journal entry on all documents.

Well, here is how you can setup the system to show you the Journal Entry # prior to posting.

In the home screen drop down Setup menu and choose User Preferences.

Transaction user prefer

 

 

 

 

 

From the side menu choose Transaction Confirmation

and check the box “Confirmation Message box and press OK.

Journal Entry number

 

 

 

 

 

From now on every entry you make the system should prompt you with a JE# prior to posting.

Thanks for viewing this post.

Come back for more or drop me a note if you have a specific question.

Happy clicking.

 

 

 

 

 

 

 

 

 

 

 

 

Be the first to comment - What do you think?
Posted by Nooshin - March 23, 2017 at 10:21 am

Categories: 19- Setup & Settings   Tags:

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