THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
Quick Setup
- Company Contact Info
- Company Name
- Alternate Legal Name (for govt forms)
- Company Shipping Address
- Optional Company Billing Address
- Optional Company Legal Address (for govt forms)
- Company Email Address
- Optional Customer Service Email Address
- Company Phone Number
- Optional Customer Service Phone Number
- Localized Settings
- Default Locale (Language, optional Region)
- Default Currency
- Default Time Zone
- Company Financial Details
- Tax ID Number
- Employer ID Number (optional EIN)
- First Month of Fiscal Year
- First Month of Income Tax Year
- Accounting Method for Reports: Cash Basis or Accrual Basis
- Tax Form (drop-down: (For USA: Sole Proprietor (1040), Partnership or LLC (1065), Small Business Corporation (1120S), Corporation (1120), Non-Profit (990)), Other/None)
- Auto Close Time Periods? (Y/N)
- Warn Only or Warn and Require Password when changing transactions in closed periods?
- Show GL account numbers?
- Use GL Transaction Classes?
- Suppliers
- Manage purchase invoices (bills) and payments, or just record payments?
- Do you ever need to track expenses by customer?
- Do you have expenses that you bill through to customers?
- Do you ever charge sales tax for expenses billed through to a customer?
- What markup rate do you charge for billable expenses (or supplies)? (Default: 0%)
- Billable Expense Income GL Account
- Default Billing Terms (drop-down: Immed., Net 15, Net 30, Net 60, <Custom>)
- Service Billing
- Do you bill customers for services?
- Do you have common services you want to manage for easier time entry and billing?
- What is the first day of your work week? (Default: Sunday)
- Track Inventory?
- Main Role for Customers (drop-down: Customers, Clients, Patients, Donors, Tenants, Members, Guests)
- Sales Entry
- Add Custom Fields
- Custom or Automatic IDs?
- Use Discounts?
- Discount GL Account
- Use Quotes?
- Drop-down: No Quotes, Quotes not used on Invoices, Only Accepted Quotes on Invoices, Any Quotes on Invoices
- Custom Message to Customers on Quotes
- Custom Message to Customers on Invoices, etc
- Charge Sales Tax?
- Update Form: update all existing products, customers as taxable/non-taxable
- Default taxability: New Products taxable? New Customers taxable?
- Sales Tax GL Account
- Sales Tax Rate (%)
- Track Shipping?
- Shipping Income (Charges) GL Account
- Sales Document Delivery
- Customize Sales Invoice: title at top, logo, return address, email address, font, text size, etc
- Email Document Settings
- Specify Subject, Message text for: Invoice, Credit Memo, Sales Receipt, Statement
- Copy me on all documents sent?
- Include sales documents as PDF attachment, or plain text in email only?
- Statements
- Show aging summary?
- Show summary or details for each invoice?
- Automatic Invoices
- Drop-down: No automatic invoices; Remind to Create Invoices; Create Invoices and a To Do for invoices to Send
- Schedule: Period (Daily, Weekly, Monthly, Yearly), Number of Periods, Day within Period
- Accept Credit Cards?
- Payment processor configuration...
- Email Alerts?
- Error/Warning Alerts?
- Task Alerts?
- Message Alerts?