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User Options for Receivables Module

This Help File Page was last Modified on 05/06/2016

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User Options for Receivables Module

This Help File Page was last Modified on 05/06/2016

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User Options for Receivables Module

This Help File Page was last Modified on 05/06/2016

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Each MKMS module has its own set of User Options used to define many of the operational characteristics of that module.  

The Receivables module has two critical User Options tabs that must be completed in advance or this module will not operate correctly.

 

The three (3) Receivables Module related tabs and/or sub-tabs on the User Options Forms that must be completed are:

Company Options tab which has two sub-tabs labeled Company Options - General and Company Options - Invoice/Proposal

 

HelpFilesUserOptionsCompanyOptions

User Options Form - Company Options - General

 

HelpFilesUserOptionsInvoiceProposal

User Options Form - Company Options -  Invoice/Proposal tab

 

Tax tab which allows you to define requirements for even the most complex Local, State and National Sales Taxation rules.

 

HelpFilesUserOptionsTaxLocalOnly

  User Options Form - Tax tab - Local Only

 

HelpFilesUserOptionsTax

User Options Form - Tax tab - National & Local

 

To access the appropriate User Options tab,

Open the Backstage Menu and Select Maintenance, Select General then Choose User Options; or

Open the Quick Access Menu and Select Maintenance then Choose User Options.

 

1.Company Options - General tab which is used to establish the starting point for the various numbering systems in your Accounts Receivable (and other) modules, and set up certain formatting rules for printed output.  

2.Company Options - Invoice/Proposal tab which is used to identify which (if any) Credits Cards are accepted by your Company, Recurring Revenue and Printing parameters.

3.Tax (Sales Taxes) tab for identifying the Sales Taxation requirements your Company must impose.