Nov 9, 2008 Posted by Maestro on Nov 9, 2008 in General | 0 comments

Exercise 4: Entering Settings

You have already entered several settings using the Setup Wizard during Exercise 1. In Exercise 4, you will use the Settings dialog boxes to enter more settings. You can also use the Settings dialog boxes to check that you entered the correct information during Exercise 1.

1. In the Home window, from the Setup menu, choose User Preferences and then Settings.

Enter user settings

2. Enter or accept the following settings:

Terminology: Use Non-accounting Terms

In the Home Window Open Record
and Transaction Windows With: Single Click
Automatically Save Changes to
Vendor, Customer and Other
Records: Yes
Show List Buttons: Yes
Automatically Refresh Lists: Yes

3. Click OK.

4. In the Home window, from the Setup menu, choose System Settings and then Settings.

Enter system settings

5. Click the System tab. Note the following information that you entered during Exercise 1:

Use Cash-Basis Accounting: No
Store Invoice Lookup Details: Yes
Use Cheque Number As
The Source Code For Cash
Purchases And Sales: Yes

Enter or accept the following settings:

Cash Accounting Date: Leave blank
Allow Transactions In The Future: No
Days In The Future: Leave blank
Warn If Accounts Are Not Balanced
When Entering A New Month: Yes
Backup Frequency: Daily

Taken From : Simply Accounting