Markosoft - Accounts Receivable Setup

Accounts Receivable Setup

Topics

1st Late Notice File Name
2nd Late Notice File Name
Auto-Close Docs
Auto-Fill Mailing Address
Auto-Print Docs
Auto-Save Docs
Business Information
Database File Path
Default Job Rate
Destination File Path
Discount on Parts
Discount on Service
Grace Period
Image File
Interest Rate
Late Fee Amount
Partial Payment Template File Name
Sales Tax Rate
Sorting Inventory Reports
Sorting Late Notices
Tax on Parts
Tax on Service
Technician's Workstation
Template File Path
Use Image on Reports
Use Word for Past Due Notice Generation

Sales Tax Rate

The Sales Tax Rate is used to set the sales tax rate for your specific area. This rate will be used when sales tax is calculated for retail sales and when invoices are created for work orders.

Interest Rate

The Interest Rate is used to determine the amortization of a loan for items purchased on credit.

Late Fee Amount

The Late Fee Amount is the flat amount that will be added to an account when it is deemed late.

Grace Period

The Grace Period is the number of days that a payment may be delinquent after the due date before a late fee will be assessed.

Default Job Rate

The Default Job Rate is the default hourly rate for performing service repairs.

Discount on Parts

The Discount on Parts checkbox determines whether or not parts are discounted by default on Work Order Invoices.

Discount on Service

The Discount on Service checkbox determines whether or not services are discounted by default on Work Order Invoices.

Tax on Parts

The Tax on Parts checkbox determines whether or not parts are taxed by default on Work Order Invoices.

Tax on Service

The Tax on Service checkbox determines whether or not services are taxed by default on Work Order Invoices.

Use Image on Reports

The Use Image on Reports checkbox determines whether the image found at the Image File path will be used on standard reports.

Image File

The Image Path is the path to a jpeg image file that will be used to print at the top of standard reports. Use the browse button to the right of the box to set the path to the image. The image should have with dimensions no greater than 137x105 pixels.

Database File Path

The Database File Path is a very important piece of information. This is the file path to the database that contains all of the account information. By default the database is located in the same directory as the program executable. If desired, the database can be moved to a different location that can be identified by the Database File Path.

Business Information

Complete the boxes in the Business Information section with data describing your business. This business information may be used in reports and invoices.

Auto-Fill Mailing Address

When the Auto-Fill Mailing Address with Street Address checkbox is selected, the Mailing Address on the main Accounts Receivable and Work Order screens will automatically be filled with the data from the respective Street Address fields as the data are entered into those fields.

Technician's Workstation

If the Technician's Workstation checkbox is selected, the application will automatically bypass the main Accounts Receivable screen and go directly to the Work Orders section of the program. Once the workstation checkbox is selected it will no longer be available to be altered. For information on how to reverse the Technician's Workstation setting, see the readme.txt file.

Use Microsoft Word for Past Due Notice Generation

It is possible to use Microsoft Word documents for creating the late notice reports. By selecting the Use Microsoft Word for Late Notice Generation checkbox, the program can be instructed to use Word templates for late notice generation rather than the standard late notice reports. This method of creating late notices is very flexible in that the user can alter the text of each of the notices and use wildcard words to replace key values. Three templates are supplied for late notice generation including (1) Partial Payment Notice, (2) First Late Notice, and (3) Second Late Notice. For more information on how to set up late notices using Microsoft Word, see Printing Late Notices In Word.

Partial Payment Template File Name

The Partial Payment Template File Name is the name of the Word document that will be used for a Partial Payment Notice.

1st Late Notice File Name

The 1st Late Notice File Name is the name of the Word document that will be used for a 1st Late Notice.

2nd Late Notice File Name

The 2nd Late Notice File Name is the name of the Word document that will be used for a 2nd Late Notice.

Template File Path

The Template File Path is the path to the directory where the Microsoft Word templates for late notices are located. To set the template file path, use the browse button at the right of the box.

Destination File Path

The Destination File Path is the path to the directory where the resulting Microsoft Word late notices can be found after they are created from the templates. To set the destination file path, use the browse button at the right of the box.

Auto-Save Docs

Select the Auto-Save Docs checkbox to automatically save late notice documents after they are created.

Auto-Print Docs

Select the Auto-Print Docs checkbox to automatically print late notice documents after they are created.

Auto-Close Docs

Select the Auto-Close Docs checkbox to automatically close late notice documents after they are created.

Sorting Late Notices

Use the Sort Late Notices options to select the primary field to use to sort the late notice list.

Sorting Inventory Reports

Use the Sort Inventory Reports list to select the primary field to use to sort the inventory reports.