Accounting Setup

The accounting setup feature in Plan A ERP allows you to configure various elements related to your accounting processes. Here's a user guide to help you navigate the accounting setup functionality:

Taxes: You can manage your tax settings by setting up tax names and rates. This feature enables you to define different tax rates for specific regions or tax categories. You can view the existing taxes as a list, add new taxes, edit existing taxes, or delete unused taxes.
Product-Service & Income-Expense Categories: This feature allows you to define and manage categories for your products, services, income, and expenses. You can assign specific names and types to each category, making it easier to track and categorize your financial transactions. You can view the existing categories as a list, add new categories, edit existing categories, or delete unused categories.
Product & Service Units: You can set up units of measurement for your products and services. This feature helps you define the standard units in which your products or services are measured. You can view the existing units as a list, add new units, edit existing units, or delete unused units.
Custom Fields: The custom field feature allows you to add additional fields to various entities within the accounting system. You can define custom fields for users, customers, vendors, products, proposals, invoices, bills, and accounts. This provides flexibility in capturing specific information that is unique to your business. You can add custom fields with appropriate labels and data types, ensuring that you collect the necessary information for your accounting processes.

By utilizing the accounting setup feature, you can customize and configure your accounting system according to your business requirements. This ensures that your financial transactions are accurately recorded and categorized, making it easier to manage and analyze your financial data.

Note: The specific features and functionalities may vary depending on the software or tool you are using.

PreviousFinancial Goal NextPrint Settings

Last updated 1 year ago

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Accounting Setup

The accounting setup feature in Plan A ERP allows you to configure various elements related to your accounting processes. Here's a user guide to help you navigate the accounting setup functionality:

Taxes: You can manage your tax settings by setting up tax names and rates. This feature enables you to define different tax rates for specific regions or tax categories. You can view the existing taxes as a list, add new taxes, edit existing taxes, or delete unused taxes.
Product-Service & Income-Expense Categories: This feature allows you to define and manage categories for your products, services, income, and expenses. You can assign specific names and types to each category, making it easier to track and categorize your financial transactions. You can view the existing categories as a list, add new categories, edit existing categories, or delete unused categories.
Product & Service Units: You can set up units of measurement for your products and services. This feature helps you define the standard units in which your products or services are measured. You can view the existing units as a list, add new units, edit existing units, or delete unused units.
Custom Fields: The custom field feature allows you to add additional fields to various entities within the accounting system. You can define custom fields for users, customers, vendors, products, proposals, invoices, bills, and accounts. This provides flexibility in capturing specific information that is unique to your business. You can add custom fields with appropriate labels and data types, ensuring that you collect the necessary information for your accounting processes.

Note: The specific features and functionalities may vary depending on the software or tool you are using.

PreviousFinancial Goal NextPrint Settings

Last updated 1 year ago

Was this helpful?