Emily_B
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Re: Re: How to process a Capital Expenditure item
Hello Merbroc2020 While we cannot offer much specific advice on this topic, I can direct you to this detailed post by one of our partners, ronatbas. This is something I would recommend speaking with an accounting advisor on for more detailed advice, but the post should help get you started. Additionally, some other users here on the forum may wish to weigh in with assistance.1.7KViews0likes1CommentRe: Leave entitlements in balance sheet are wrong
Hello Jackio I would start by running the Entitlement Balance (Summary) and Entitlement Balance (Detail) reports, which show entitlement balances based on what has been processed through pay runs. Access these reports via Reports >> Index to Reports >> Payroll >> Entitlements. If there's a Difference shown on the Entitlement Balance (Detail) report, it means there's a difference between the entitlement balance from pay runs and the Pay History in the employee's card. This usually happens if the entitlement value has been manually changed in the employee's Pay History. To identify the month where this may have occurred, run the Entitlement Balance (Detail) report for the current month, then progressively run the report for the previous month until the Difference shows 0.00. You can then display the employee's Pay History for that month and correct the difference.892Views0likes0CommentsRe: Packing slips show strange unit prices
Hello shortred With AccountRight 2019.3 and later, two new columns were added for selection on an item based, customised form: EX PRICE 2 & INC PRICE 2. These columns can be added to show only two decimal places of the price. You can add these columns to your customise form via Setup >> Customise Forms >> Invoices >> Items >> and then select the form before selecting 'Customise.' Once in the customise forms window, right-click on the invoice table and select 'Show Hide Columns' before selecting the desired column to add (you may want to remove the other column at the same time). Note: You can move the column order on customised forms by clicking and dragging the column into position within the table. Our Help Article: Add tables to forms has a clip of the process in action. Column widths may need to be resized after that move. Do let us know how you get on and if you have any other questions.639Views0likes1CommentRe: How to change Payment Terms for all customers with one click
Hello Justdoit1 Apologies for not responding sooner, but I am glad I could be of help and that you were able to update the cards successfully in the end. Please don't hesitate to post again if you have other queries.2.4KViews0likes0CommentsRe: How to change Payment Terms for all customers with one click
Hello Justdoit1 My apologies, I did copy the incorrect link there. In this scenario you would be looking at Exporting customer or supplier details. More details on this process can be found in Bulk update customer and supplier cards. but in a nutshell, you'll be looking at File >> Import/Export assistant >> Export >> Cards >> Customer Cards >> and then you will see the following screen in which you can select the aspects you wish to pull for export. Then, the Help Article above on Import and export fields is one you'll want to refer to in order to see exactly how new information input in the Payment Terms field must be input. Imports can be finicky, so it is important to follow the instructions outlined there as to which numeric codes to use to indicate the new payment terms.2.7KViews1like3CommentsRe: How to change Payment Terms for all customers with one click
Hello Justdoit1 I'm sorry to hear that your experience with our phone based team did not result in more assistance on this matter, and I do apologise for the frustration caused by the lack of this feature. When it comes to updating customer or supplier cards in bulk in AccountRight, this can be done through exporting the existing data, making the edits in bulk in Excel, and importing the amended file back into AccountRight. Our Help Article: Bulk update customer and supplier cards should assist you with this process, and the Help Article: Import and export fields provides more details on what fields are required for a successful import/export. While not as straightforward as a few clicks in AccountRight, I do hope it provides you with a workable solution for the time being. In the meantime, I understand the desire to have this functionality in the software and I have passed on your feedback directly to the appropriate teams.2.7KViews0likes5CommentsRe: Purchase Orders - Turn Off Automatic Numbering
Hello KarenP1 AccountRight works on an autonumber sequence for the Purchase Order number field. It will take the last recorded number and add one to give you the next auto-generated number. For example, 0000010, 0000011, 0000012, etc. If you are changing the sequence (which you can do by overwriting the auto-generated number in that field), do note that the autonumbering sequence on the next Purchase Order will take over from the number you manually input. For example, it had autogenerated 0000010 - 0000012, you then manually input 0000025, the next automatically generated number would be 0000026. Generally we don't recommend changing the auto-generated numbers, as each one should be unique for for recording and auditing purchases, and it can be all too easy to enter a duplicate number without realizing it. However, some businesses may have their own system and may need to do this. While there is not a way to turn this feature off completely, you can simply overwrite the auto-generated number as indicated above. Please see our Help Article: Enter a bill, quote, or order for further details and instructions. Lastly, if you are changing to your own numbers, you may want to ensure you have the following setting turned on under Setup >> Preferences >> Purchases >> "Warn for duplicate purchase order and supplier invoice numbers on recorded purchases." This will prompt AccountRight to give a warning message if you are inputing a number for the PO that has already been used in the past.1.3KViews0likes0CommentsRe: multiple Bin Locations for an item
Hello Judy02 To my knowledge, the use of multiple bin locations for items was available in AccountRight Enterprise v19. In later iterations of the software (201X.X, 2020.X) inventory is managed, tracked, and stored differently. For example, in AccountRight Premier 2019 and onwards, if you store inventory at multiple locations, you can keep track of item quantities held at each location by recording the: location at which a purchased item is received (see Entering purchases) location from where a sold item is shipped (see Entering sales) movement of items between locations (see Move items between locations) current location of items (see Creating items and Updating items) When you create one or more locations for inventory, a Location field is added to the Purchases and Sales windows. This means when you record an item's purchase or sale, you can type or select the receiving or selling location for the item in this field. I recommend having a look at our Help Article on Multiple inventory locations as well as the above linked Move items between locations.989Views1like1CommentRe: How to correct a Salary Sacrifice amount
Hello Keith_W Apologies for overlooking that; additional attention would need to be paid to the PAYG amounts in reconciling this for Salary Sacrifice. I would suggest refering to this former post on the forum from another user with the same scenario, who received a detailed suggestion as to how to handle that scenario.2KViews0likes2Comments
