This tab contains system wide feature settings.

1. If desired, enable Multi-currency.You may also add new currencies by clicking the Add Currency link. Note: once this feature is enabled it cannot be disabled!  Use with caution.
   
2. Set the number of Quantity Field Decimal point Places the system will use (up to 4). This will be used if your service or product based items are bought or sold in fractional quantities (i.e. 1.5 hours or 45.4563 pounds)
   
3. Set the number of decimals for Price Precision (up to 4) – this will be used if your company charges or purchases items or services in fractional quantities with greater than 2 decimal precision (i.e you charge $56.234 for 1 lb of filet mignon)
   
4. Include the following emails in all cc fields. Enter email addresses that you wish to automatically be copied on all outgoing emailed documents like invoices and orders.
   
5. Display Order Indicators adds two columns in Sales Orders and Purchases orders that gives a quick visual view of the status of all orders in the list view. Check the checkbox to enable.
   
6. Click the Custom Fields link to create custom fields for Customers, Vendors, Product Items or Service Items.
   

Customize the print forms here by choosing elements to print on the form, adding terms / notes and customizing the footer with three sections that can hold either images or text.

With print form customization, each print form in AccountingSuite™ may be customized to fit a company’s specific needs. In addition to a logo, there are several other customization options available.

• Ability to print or suppress the printing of document specific items such as mobile number, email address, fax number, tax ID, etc.
  
• Three footer columns that may have images, text or a combination of both.
  
• Sales quotes, sales invoices, sales orders, cash receipts, cash sales, and purchase orders, also include the ability to customize the printed and emailed documents with Terms and Conditions text, a thank you note, or any other static text that will be included each time the document is printed.
  
• The documents that my be customized include Sales Quotes, Sales Orders, Sales Invoices, Cash Receipts, Cash Sales, Purchase Orders, Customer Statements, Assemblies and Shipments.
  

Customize a print form (Previous Version) :

The documents that may be customized include Sales Quotes, Sales Orders, Sales Invoices, Cash Receipts, Cash Sales, Purchase Orders, Statements, Assemblies and Shipments.

See the figure below for an example Sales Quote that outlines the areas available for customization. The areas highlighted in yellow indicate fields that may be included or suppressed during printing.

• Add/Remove Fields
  
• Change Field Labels
  
• Add or move images
  
• Add text
  
• Change formatting
  

The following forms contain two templates, one for product sales and one for service sales:

• Sales Quotes
  
• Sales Orders
  
• Sales Invoices
  

Print form templates may also be created from scratch.

1. Navigate to Quick Menu → User List.
   
2. Click Add.
   
3. Enter the user’s Email, Name, Title, and Phone
   
4. If the users will be an administrator of for your company, check the Administrator checkbox. This role has full rights plus the ability to manage other users.
   
5. Check Reports Only to restrict the user to viewing Reports.
   
6. For each module of the software, check the access you wish to grant to the user: Full Access, View Only or No Rights.
   
7. Click Save to save and continue working or Save and Close to finish the user.
   

Default Posting of Accounts

• Bank
  
• Undeposited Funds
  
• Sales
  
• Cost of Goods Sold (COGS)
  
• Expense
  
• Inventory
  
• Tax Payable
  
• Shipping Income
  
• Discounts and Allowances
  
• Exchange gain or loss
  
• Other current liability
  
• Inventory Received Not Yet Billed