Setup Code
Setup a Complementary Accounting Code (Desktop)
The Comp Accounting Code will be assigned to the Comp discount code to separate any complementary discount amounts from every other rate discounts. Path: Management > Accounting Settings > Setup Code 1. Click Add New. 2. Enter "COMP" as the ...
Create a City Ledger Membership Fee Accouting Code (Desktop)
This article will explain how to create a Membership fee to use in the Member Billing of Accounting. Path: Management > Setup > Accounting > Setup Code The code will have to be: - Ledger Type: City Ledger. - Posting Category: Revenue. - Posting Sub ...
Make an Accounting Code Voidable (Desktop) 🎥
An accounting code can be voided if it was setup to be voidable. Path: Management > Setup > Accounting > Accounting Codes 1. From the Accounting codes list, double-click on the code you wish to modify to open its setup. 2. Select "Yes" or "No", if ...
Set Up and Use Petty Cash (Desktop)
Petty cash is a nominal amount of money readily accessible for paying expenses too small to merit writing a check or using a credit card. A petty cash fund can be used for office supplies, cards for customers, flowers, paying for a catered lunch for ...
Assign General Ledger Account to an Accounting Code (Desktop)
General Ledger Accounts (GLs) are account numbers used to categorize types of financial transactions. Most commonly used GLs are revenues, expenses and transfers. A “chart of accounts” is a complete listing of every account in an accounting system. ...
Setup a New Accounting Code (Desktop) 🎥
? Watch Video #1 | Watch Video #2 Path: Management > Setup > Accounting Settings > Setup Code The setup starts with the "Accounting Code Setup" section. 1. Click Add New. 2. Choose the code you want to give to this new item. The code is limited to 4 ...