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Getting Started
After SNAP-2-IT
has been installed, you will want to set up the
printers you will be using and set up your company.
Setting up
a new company takes several steps:
1. Make the
new company. (System menu)
2.
Configure the new company.
3. Set up
the chart of accounts.
4. Set
defaults for accounts receivable (like "next invoice
number" etc.)
5. Set
defaults for accounts payable.
6. Set
defaults for inventory.
7. Set up
your bank accounts.
8. Set up
the terms codes you want to use.
9. Set up
the tax areas for sales tax.
10. Enter
unpaid customer and vendor invoices.
11. Enter
open orders.
The
following pages will detail the steps required for setting
up a new company.
If you are not currently
using part numbers in your business, this is a good time
to start. If your business doesn’t use inventory, use
the inventory file as a price list for your services. If
you have an extensive inventory to set up, you may need to
use misc. items during the setup period, especially for
entering balance forward invoices. Suggestion: you can
make a "dummy" company where you can safely
experiment with a part numbering system using a
"dummy" customer, vendor, and invoices.
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