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AccoSys Accounts - Principal Screens. (EXIT from the bottom
of the page)
MAIN OPTIONS SCREEN
All Data and Options in AccoSys Accounts are accessed via
the Main Options Screen, which is shown immediately after a
successful login. Select REPORTS to choose from a range
of reports. Select MAINTAIN (Alt+M) to: - set OPTIONS
- define CONSTANTS - set the DOCUMENT LAYOUT preferences
- set the WEB EXTENSIONS password - reset YOUR password
- create & set USERS and their ROLES - examine the AUDIT
records - CLEAR selected data - BACKUP the system data
files - COMPACT the system data files (help) Select
CODES, COST CENTRES, DEPARTMENTS to amend and create these
items in accordance with the AccoSys User Guide. Select
LICENCE to see your user licence. Select ABOUT to see
version and other details of your copy of AccoSys Accounts.
ORGANISATIONS (DETAIL
SCREEN)
An Organisation in AccoSys is any individual,
institution or company with whom you conduct your business. After a click on the Organisations button, the
Organisations List allows the selection of an Organisation
Record for editing or examination. You may also create
new Organisation records. Organisations must have: -
Name, Code, Address, a Currency and at least one Role.
Organisations may have: - Company & VAT Registration
numbers, VAT Territory, Telecomms and Contact details.
Organisations may also have: - Bank account details and a
Label format. All information is date-ranged,
so that past information can easily be accessed when
required. Any number of roles can be created & applied.
Any number of Telecommunication types can be created and
applied. The system is multi-currency.
COMMODITIES (DETAIL SCREEN)
A Commodity in AccoSys is any resource, be it time, labour,
money, product, service which you use in your business, for
which you may or may not charge.
After a click on the
Commodities button, the
Commodities List allows either the Creation of a New
Commodity, or the selection of an existing Commodity
Record for editing or examination. Commodities must have:
- a Name, Code, Default Department and Type. Commodities
may have: - Ranged Purchase Cost and Supplier, Ranged
Selling Price, Batch & Warranty management, Asset status,
Obsolete flag, Shelf Life and Unit, Stock Level, Description
and Note. Commodity and Batch Labels can be printed.
TRANSACTIONS
(DETAIL SCREEN)
A Transaction in AccoSys is an agreement between your
business and one of the Organisations, whereby you may
provide or be provided with goods or services at an agreed
cost.
After a click on the Transactions button, the Transactions
List allows either the Creation of a New Transaction, or the selection of an
existing Transaction Record for editing or examination.
Transaction Records must have: - a Transaction ID,
Reference, Date, Type, Status, Cost Centre and Organisation.
Some of these items are automatically assigned, some are
editable. Transaction Records may have: - your
organisation contact, amount, VAT, total, Date Processed,
any number of Transaction Lines which may also have
Transaction Batches which in turn may have Warranties
assigned.
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