Nov 25, 2008
Adding Customers (4)
Reminders You can record and recall important information about the customer on the Memo tab. Import and export sales transactions To be able to import and export sales transactions, complete the information on the Import/Export tab. If you and your customer both have Simply Accounting version 7.0 or higher and MAPI-compatible e-mail programs, such as Microsoft Outlook Express or QUALCOMM Eudora, you can... read more
Nov 24, 2008
Adding Customers (3)
Taxes Use the Taxes tab to record tax information for this customer. Tax. This column lists all the taxes that you have set up for this company; it does not represent the taxes assigned to the tax code described later. You cannot edit this field. Tax Exempt. This column specifies whether sales to this customer are exempt from the selected tax. Click this field to set to Yes or No as follows:... read more
Nov 23, 2008
Adding Customers (2)
Internal Customer. This box appears only in Simply Accounting Pro. Check this box if the customer is to be included in Time and Billing to track activities performed for a department within the company, but not included in the customer list used for sales invoices, orders or quotes. Shipping address If you ship goods to a customer at an address different from the mailing address (where you send invoices),... read more
Nov 22, 2008
Adding Customers
The Customers window contains records of all the customers with whom your company does business. Each record contains tabs on which you enter information about a customer. You enter information in these fields: Customer. Enter the customer’s name. The program does not allow you to enter identical customer names. Status. Select whether you want to offer this customer preferred or regular pricing.... read more
Nov 21, 2008
Exercise 9: Adding Vendor Records
In the Home window, choose the Vendors icon. From the File menu or the toolbar, choose Create. On the Address tab. Click the Options tab. Click the Taxes tab, and in the Tax Code field, select GP (which specifies a GST of 7% and PST of 7%). Click the Statistics tab... read more
