1 Reply by potain

(6 replies, posted in Reporting)

Hi Joe

Continuing my exploration of the program I am a little confused with the invoicing side of things. Sorry but I've got a few questions I am afraid as I am an accountancy illiterate.

1. Can you delete an invoice once you've clicked Place Invoice? If you delete a customer are the sales orders/invoices also deleted? (wandering how to get rid of a test account / invoices once I've finished exploring)

2. Where or how do I add the item price to an item so that it shows up automatically when I select the item on an sales order/invoice?

3. Created a direct test invoice - in Search Template for Invoicing it shows Order # as 1. Click on 1 and details for Sales Order #1 are displayed but there is no button to edit it. The Sales Invoice section refers to # 17 which when I click on it takes to SALES INVOICE #17  - no edit button.

If I click on Invoice it takes me to localhost/frontaccount/sales/sales_order_entry.php?NewInvoice=1 but the reference says 3 - Am I viewing invoice 1 or a new invoice - how do I make bring up invoice 1 and make changes to it? ( forgot to put a price in for the item). The printed invoice says Invoice No. 1.

3. I've got an entry in Tax Groups - GST with GST @ 10%.

In Sales Type created an item called Web - Calculation factor:1.0000;
Tax included: not ticked

Created a company called Test - but it does not show up in the drop down list when viewing Customers but it does exist as the invoice is filled with its details- (just says New Cusomer) - had to search for it before it showed up in the dropdown. Sales Type/Price List: Web

When I print the invoice it doesn't show the GST (don't know if it's because the price is 0.00) 

Actually Sales Order #1 is also shown without the GST calculation.


The system is using rep107.php-7 (that's the title of the pdf file created - incidentally can you change the title to the customer's name and the print date)

4 Customisation

Joe wrote:

you can also create a new en_AU.po file from the empty PO file.

- where is the empty PO file located? Any instructions on how to proceed with that?

Joe wrote:

there is a file called header2.inc

- do you change just the text in  doc_tect2.inc  file to reflect the change in the header file - ie changed:

$doc_Your_VAT_no = "Your ABN No.";
$doc_Our_VAT_no = "Our ABN No.";

The result I got on the invoice is that the headings don't show:
:        : ABN 59053207780

Can't quite see where to change Invoice to Tax Invoice

My company name is rather long and on the invoice under Bank Account only half of it appears - can I make the font smaller or add a return for it all to show?

Also can I add "Account Number" to the heading (Bank Account/Account Number)

I also need to display the Bank's BSB number so that the customer knows which branch to transfer payment to.  Can I create a new field for this in the Bank account setup and have it show on the invoice?

How do I also make the item description show on the invoice? Only the name is displayed at the moment.

Phew!! - one last comment, more of a suggestion which has probably been made before but it would seem to made a lot of sense to me to add a Report Tab along the top navigation to view reports from anywhere in the program rather than having to navigate to each module first to view its reports. Why not have both to save users a few clicks? A maintenance tab would not be a bad idea either for the same reason.

Sorry about all the questions.

Thank you for your time & regards.

Jean

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2 Reply by potain

(12 replies, posted in Installation)

Thanks Joe and Janusz for your advice.

Jean

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3 Reply by potain

(12 replies, posted in Installation)

Many thanks Joe

I chose the second option as I have to start entering data for year ending 2008 - have marked year ending 2009 as closed so that I don't confuse myself.

Joe I am still experiencing problems with page access for the new company. I have only one user setup and that is Administrator - (Access Level - System Administrator) but the system will not give me access to the Create/Update Companies, Install/Update Languages, Install/Update Modules pages under Setup > Maintenance.

PhpMyAdmin tells me that the full_access is set at 2 in Table: 1_users for Administrator.  0 Access Level is for  Inquiries - 1 for Accountant and 2 for System Administrator, right? Any idea why this could be occurring and how to fix it?

One other question please - where do you change entries for the Item Type drop down box in the Items page (it has Manufactured, Purchased, Service) - my products are Internet directory listings and don't really come under any of those categories.

Can I thank you for your prompt and very helpful assistance once again and for an excellent product? Can't wait to get into it, hopefully I won't need to disturb you again.

Kind regards

Jean

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4 Reply by potain

(12 replies, posted in Installation)

Thank you Joe for your prompt reply - new company set up with Australian chart of accounts without any problems.

One little note though, when the new company was created the Administrator's priviledge lacked the ability to view Create/Update Companies. Could not work it out - using phpMyAdmin opened Table: 1_users and changed full_access from 2 to 1 for Administrator and it then corrected the access.

Can I ask you another question? I have searched the forum without success.

Our financial year in Australia is from July 1 to 30 June and the system will not allow me to adjust it in Setup > Fiscal Years saying:

The marked fiscal year is the current fiscal year which cannot be deleted.

How do I get around this?

Thank you

Jean

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5 Reply by potain

(12 replies, posted in Installation)

Update..

I removed the remarks and the installation has gone through OK. Would appreciate some instructions still though on installing the Oz chart of accounts - Thanks - jean

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6 Topic by potain

(12 replies, posted in Installation)

Hello

I am sure that this is a minor error that's stopping me installing the program but I can't work it out - I am on XP Home & XAMPP. The error says:

Parse error: syntax error, unexpected T_VARIABLE in G:\xampp\htdocs\frontaccount\config_db.php on line 1

Database name: frontaccount
Username: root
Password:
Company Name:Training Co.
Administrator account Username / Password: admin

Have not changed config_db.php:
<?php/*Connection Information for the database- $def_coy is the default company that is pre-selected on login- host is the computer ip address or name where the database is the default is localhost assuming that the web server is also the sql server- user is the user name under which the database should be accessed - need to change to the mysql (or other DB) user set up for purpose  NB it is not secure to use root as the user with no password - a user with appropriate privileges must be set up- password is the password the user of the database requires to be sent to authorise the above database user- DatabaseName is the name of the database as defined in the RDMS being used. Typically RDMS allow many databases to be maintained under the same server.  The scripts for MySQL provided use the name logicworks */$def_coy = 0;/*--- for advanced users, manually install, uncomment this, fill in the correct information and erase the rows below$tb_pref_counter = 1;$db_connections = array (    0 => array ('name' => 'Training Co.',        'host' => 'localhost',        'dbuser' => 'your_db_user_name',        'dbpassword' => 'your_db_password',        'dbname' => 'your_db_name',        'tbpref' => '0_')    );*/$tb_pref_counter = 0;$db_connections = array ();?>

I noticed that */$def_coy = 0;/*- cones out bold in AceHTML indicating perhaps that it is not being remarked out, could this be the problem?

Also how do I install the chart of accounts for Australia for a new company?

Thank you for your help to a new and keen user raring to get going.

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