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Lists and Settings
Other Lists and Settings Countries – comes pre-loaded for you. This list may be added to, changed or deleted if necessary. States – come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. Currencies – This is a ...
Merge Tool
Merge Tool Overview There may be a time when you have two entities (companies, G/L Accounts, items) that you would like to merge into one. The Merge tool in AccountingSuite™ can assist with completing that task. The following objects may be merged ...
Getting Started Step 2a - Lists
Overview AccountingSuite™ allows customization of the field list values for several fields. In this section, we’ll set up commonly used values for these fields. In addition, you’ll be defining document numbering schemes for Sales Orders, Sales ...
Custom Fields
Custom Fields Overview Users may create any number of Custom Fields that can be used in various areas of the software including the following objects: Company (custom fields may be restricted to Customers only, Vendors only, Employees only or all ...