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Company Setup & Preferences: Drop Down List (tab)
| Author: Reference Number: AA-01572 Created: 2011-04-05 12:46 Last Updated: 2011-11-08 19:46 |
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- To access the preferences on this tab: Open the Company Setup & Preferences form > Click on the Drop Down Lists tab
- Terms of Payments: You may choose to use the payment types already entered, or click on the red X to delete those you do not want. You may also add new payments types in the empty boxes at the bottom. This will populate the dropdown menus for various payment options.
- Auto Deposit: If checked, OneSource automatically marks the deposit checkbox in the payment section of the Invoice and Receive Payments forms. This causes the payment to be automatically copied to the Undeposited Funds table. (Payments stored in the Undeposited Funds table can be auto imported onto a deposit slip for a deposit in a OneSource checking account).
- Hide on Deposit Slip: If checked, these received payments will not appear on a deposit slip. This is useful for credit card accounts.
- Sales Tax Rates: OneSource provides a way to city, state, county or other sales tax rates you are required to pay. The Sales Tax rates created here can be assigned to each customer or prospect record individually. The default rate is then automatically inserted on new Quotations, Sales Orders, and Invoice forms. Additionally, there are several reports that will display sales tax information. OneSource provides a way to setup an unlimited number of tax rate codes/jurisdictions, with an unlimited number of sub-codes that comprise the total of each given tax rate code. In effect, this allows for a customer to have a single code, with multiple sub tax jurisdictions. For example, suppose you need to report and pay sales taxes to a state, a county, a city and 2 other tax jurisdictions for each sale, for all customers located in a particular area. Using OneSource, you could set up a single tax rate code--with 5 sales tax rate detail records--each with their own sub code and rate. This would provide a way to see the total or each of the individual tax jurisdictions for each sale.
- Setup Sales Tax Rates/Sales Tax Rate Details: This feature allows you to combine more than 1 tax rate to be used when you need more than 2 Tax Rates on Orders. To use create a main tax code in the Sales Tax Rates box. Then while you are on that rate click on the Sales Tax Rates Details box, and start filling in the various Tax codes and rates which will make up the main tax code. The combined rates will total up and fill in the rate on the Main Tax Code.
- Source of Order: Filling in these boxes will populate the dropdown menu in the ORDER SOURCE box found on the order forms.
- Shipped Via: The Shipped Via lookup table, stores the various shipping methods selected in your Quotes, Sales Orders, Invoices, and Purchase Orders.
- View/Edit All Lists: Clicking this button allows you to manage other drop down lists throughout OneSource. By selecting the table you wish to edit from the drop down and clicking the Display Table button you will ten be able to edit various lists found in OneSource. Note: A quicker way of editing lists is to do it on the fly by double-clicking on the drop down list displayed on a form. If the option is available, the table will be displayed immediately after you have double-clicked the drop down list. The only thing left to do is add more items to the list, edit existing entries, or click on the box to the left of the word and press the delete key on your keyboard to remove the item altogether. Note: Many lists, such as the Cities list on the Customers & Prospects screen, will auto prompt to add each new item to the list automatically.
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