1) Para registrar um recebimento devolvido, acesse: Financeiro->Recebimentos devolvidos. 1.1) Selecione Incluir, o nome do cliente e marque: “Selecionar Pagamento” 1.2) Abrirá tela mostrando os pagamentos registrados para o cliente. Selecione o titulo que deseja registrar a devolução. Nota: Caso deseje pesquisar pelo nome Continue reading Financeiro->Recebimentos devolvidos – como registrar
1-Acesse Cadastros->Geral->Condições de pagamento e clique no botão “INCLUIR”. 2-Informe no campo “DESCRIÇÃO” o nome da condição de pagamento (Parcelada em X vezes, à vista, parcelada em X vezes com entrada, etc) e clique no botão “SALVAR”. Obs: Caso deseje separar Continue reading Cadastros: Condições de pagamento
1-Acesse Cadastros->Geral->Formas de pagamento e clique no botão “INCLUIR”. 2-No campo “DESCRIÇÃO” informe o nome da forma de pagamento. Exemplo: Dinheiro, Cartão Mastercard, Cheque, Boleto etc). 3- Prazo em dias úteis para relatório Contas Pagar/Receber juntos (D+1, D+2, etc…) Somente preencha com Continue reading Cadastros: Formas de pagamento
1-Go to File->Settings->Status and click on the “ADD NEW” button. 2-Type down the status description and click on the “SAVE” button.
1-Go to Financial->Chat of Accounts and click on the “ADD NEW” button. 2-Inform a number to identify this account in the “ACCOUNT NUMBER” field. It can be any number, and you can leave this field blank. 3-Select the type of this Continue reading How to build a chart of accounts
1-Go to Financial->Vendors and Bill Payments and click on the “ADD NEW” button.(-) 2-Select the payee of this bill by typing the chosen name or clicking in the PAYEE” field. Note: You will be shown every bill owed to this payee.(.) Continue reading How to register a vendor or bill payment
1-Go to Financial->Bills and click on the “ADD NEW” button. 2-Select the payee of this bill by typing the chosen name or clicking in the PAYEE” field. 3-Type any relevant notes about this bill in the “NOTES” field. 4-Select the account Continue reading How to register a bill –
1-Go to Financial->Customer Payment and click on the “ADD NEW” button. 2-Select the company that will receive this payment in the “COMPANY” field. 3-Type the name of te desired customer in the “CUSTOMER” field (or double click inside this field and Continue reading How to register a customer payment
1-Go to Financial->Transfers between Accounts and click on the “ADD NEW” button. 2-Select the source account by typing its name or double clicking in the “SOURCE ACCOUNT” field. 3-Choose the transfer’s date at the date field. 4-Select the company by clicking Continue reading How to register a transfer between accounts
1-Go to Financial->Costs Centers and click on the “ADD NEW” button. 2-Type down the name of this cost center in the “DESCRIPTION” field and click on the “SAVE” button.
