Setup

Company Setup

• Company Setup
  General company setup.

• Taxes
  Taxes.

• User Accounts Setup
  User Accounts Setup

• Tax Groups
  Tax Groups

• Access Setup
  Access Setup

• Item Tax Types
  Item Tax Types

• DisplaySetup
  Display Setup

• System and General GL Setup
  Default Accounts and other Default stuff.

• Forms Setup
  Next References for various transaction types.

• Fiscal Years
  Your Fiscal Years must be setup and set in Company Setup.

• PrintingProfiles
  Setup where every type of report should be printed.

Miscellaneous

• PaymentTerms
  Payment terms for use by Customers/Suppliers.

• POSSettings
  Setup your Points of Sales.

• ShippingCompany

• PrinterLocations
  Setup your optional Network Printer Locations.

• ContactCategories
  Setup your Contact Categories.

Maintenance

• Backup and Restore
  Backup, Restore, Upload and Download Databases.

• Void a Transaction
  Zero out a transaction.

• Create/Update Companies
  Creating new and updating existing Companies.

• ViewOrPrintTransactions
  View or print any transaction. Search by document type and number.

• InstallUpdateLanugages
  Setup new or update existing language files.

• Attach Documents
  Attach scanned or other documents belonging to a transaction.

• Install/Activate Extensions
  New extension modules/plugins are installed here.

• InstallThemes
  New Themes are installed here.

• InstallChartsOfAccounts
  New COAs are installed here.

• SoftwareUpgrade
  Upgrade your new major releases here.