Lists
How do I add a province or region to the dropdown list?
Payment Method
Payment Method Payment Method List Adding Payment Method To add a payment method, Navigate to Lists → Payment Methods. Click Create. Enter the Payment Method Description. If you wish to exclude this payment method from being included in 1099 ...
Currencies
CURRENCIES This is a list of currencies available to use in the system. If you won’t be selling or buying internationally, the default currency of USD has been added for you and no changes will be necessary. To use multiple currencies, you must ...
States
States Come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. List of United States (50) in AccountingSuite™
Countries
Countries Comes pre-loaded for you. This list may be added to, changed or deleted if necessary. List of countries in AccountingSuite™
Item Categories
Item Categories Item Categories allow you to group products and services for the purpose of organization, pricing and reporting. It may be used in conjunction with the Price Matrix to create a complex pricing structure or to simplify the entry of ...
Classes
Classes Classes in AccountingSuite™ are another way to categorize and group transactions, which may later be used in reporting. They may be applied to Sales Quotes, Sales Orders, Sales Invoices, Credit Memos, Projects, Time tracking entries, Purchase ...
Salesperson
With the Salesperson feature, sales may be tracked by individual Salespersons. The Sales by Salesperson reports will list sales by a given salesperson (or persons) for a given time frame. Tracking a Salesperson on Orders The salesperson field is ...
Shipping Carriers
Shipping Carriers The Shipping Carrier field is located on several Sales documents, including the shipment. It is a user-configurable list and carriers can easily be added on the fly. To add a Shipping Carrier: Navigate to Lists → Shipping Carriers ...
Users
Users Because we are Cloud Accounting, additional users can be created easily without the need to install additional software. User List To see the list of Users, just navigate to Admin Panel > Security Settings. User List view Creating a New User ...
Unit of Measure Sets
Units of Measure Sets (UoM) A Unit of Measure Set is a group of units that are applied to an item. Let’s say you have a candy store, for example. You buy the bars by the case, and sell them by the box to smaller candy stores and by the bar to the ...
Projects / Jobs
Project / Jobs The Projects/Jobs module allow the user to group transactions in the system for the purposes of reporting and tracking. Usually, a project/job is created for a short term grouping need. For grouping transactions for a more permanent ...
Price Levels
Price Levels Price Levels in AccountingSuite™ is a way to group customers for the purpose of pricing and reporting. Using Price Levels, products can be automatically priced based on the customer entered on the sales document. With this feature, you ...
Payment Terms
Payment Terms Payment Terms appear on Sales Invoices and are completely customize-able. To help you get started, we’ve added the following terms: Due on Receipt Consignment Net 30 Net 15 You may create, edit or delete as many other payment terms as ...