Accounting Tour

The Accounting setup is quick, easy and thorough.

First, are the accounts that you will want to review and modify to suit your needs.  Just click on the button and take a look.  All it takes is double clicking on the account or clicking on the Add button and filling in the blank.

 

The Vendors and Sources here are your business vendors because your subs and product vendors are housed in the Subs database.

Create a template for all the repetitive transactions such as the ones pictured here.

Easily setup your check writing process.  Pick the type of checks and then modify the format for it.

As you can see, the MICR code is included.  Setup your checking account number and routing code when you enter your company information.  Here you can move things around so they fit right on your check.  If your checks are not pre-printed you can get standard forms to use at your local office supply store.

If you are going to use the system to write checks you can enter your regular checks and their frequency here so the Accounts Payable function will include them on time.

The Clear Accounts button is used only when you have finished testing the software and decide to record real data. If you use this button all the transaction that have been recorded in the books will be deleted and all the balances on the accounts will become zero.

Order Processing Properties

The Order Processing properties address, in part, the normal accounting functions and also some of the functions of construction management.

If you want to charge sales tax the setup is easy. Some states require that the end of the month report be broken down by components of the tax amount such as state and city. As you see here, you can set that up.  Just Add an entity and enter the tax needs for it.

The Default Booking  Accounts are those which will be effected when you post an invoice or any payment to the books.  If you want to change the way it is, click on the browse button to the right of the one you want to change.  The Income Statement or Balance sheet accounts will pop up so you can select the correct one.

If you are using the Task Oriented or Summary estimating all the entries on an estimate are tasks.  When Priority One Plus creates a quote from the estimate, the task text is transferred with its total and a line item is created for each component such as labor or materials for each of those tasks. Using the Detail - Line item style, all the entries are line items which are included in specific phases of the job.  When Priority One Plus creates a quote from the estimate, All the text  for a phase is transferred together as a line item with its total and a line item is created for each component such as labor or materials for each of those tasks. If you create a Scope of Work for each job it is available from all views of the job. Each of the following selections can be made here so that they will always happen when you print the quotation.  if you make no selection here you will be asked each time you print the document.

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