Send Debtor Statement by using Batch Mail

At debtor statement, you can choose to send the statement by using Batch Mail. By using Batch Mail, you can send the statement to different debtors by just pressing one button.
Initially, you need to maintain the debtor's email address at Debtor Maintenance and your email address maintained at company profile.

Go to AR-->Debtor Statement-->Batch Mail

From mail is your company email which is maintained at Company Profile.

The Name & Subject will be automatically filled in, you may change the sentence.

Press Setting to maintain to Email info for time user.

 

 

Maintain the SMTP Server Info, User Name & Password. You may ask your IT for the details.

 





 

 

Send Test Mail to confirm you can send the email out.

 

Finally, you can press send mail to debtors. all the emails sent out will be attached by a statement of Pdf format.

Easy Item

In AutoCount, there is a function called Easy Item. This function can let you to edit multiple items' info in one screen. thus you no need to open every item's screen to edit the info.
By using easy item, it is time saving.

go to Stock -->Find Stock Item

Search the items and tick the items you wish to edit.

In this screen,  you may edit the items' info in one screen.

Load Data Options in Sales/Purchase Documents

In AutoCount Sales & Purchase part, there is a setting to set the data options. This option can let you to load up to how many days of the data. if you have many transaction in past years, you may choose to not load the previous years' transactions. As it may reduce the performance if you choose to load all the data.

First, go to any Sales or Purchase part--> Others--> Load Data Options

You can choose how many days of data you wish to load.

If the AutoCount Data is growing bigger & bigger, my advise is to perform year end closing to purge the previous year data so that performance wouldn't be slowed down.

FAQ: Why I cannot delete user in AutoCount?

 

This is because the user already have some active transaction inside the system. Thus, system wouldn't allow you to delete the user. 

 

 

 

What you can do is to set the user to Inactive.

FAQ: Cannot select Credit Card Account in Cash Sale

FAQ: I cannot choose Credit Account when using Credit Card Payment?

You need to have at least 1 payment method that using payment type 'Credit Card'

Set Default Message at Bottom of Debtor Statement

 

Hi, do you know you can set the message at the bottom at debtor/ creditor statament. Where you can set it?

 

 

Go Toolsà Optionsà AR & APàAging & Statement.
You can change the default message at here. After that, everytime when you preview report. Default Message will be pop out.

 

Set Default Debtor in Cash Sale

Hi, Do you know that in cash sale, you can set the default debtor, so that the debtor will automatically selected during open new cash sale. Thus, you no need to select the same debtor every time.

First all of,  Go to Tools -->Options--> Invoicing--> Default Debtor Code, select the default cash sale debtor and press ok.

After that, relogin AutoCount  and create new cash sale, default debtor will be automatically selected.

Enable 5 cents rounding in Sales/ Purchae Documents

 

在AutoCount的Sales & Purchase document，你可以enable 5 Cents Rounding.  系统会跟你做Rounding to nearest 5 Cents。

 

以下的Invoice就是没有enable 5 cens rounding.

 

 

你要去Tools-->Options--> Invoicing--> 5 Cents Rounding

 

 

选择你要在那个Document Enable 5cents Rounding.

 

Disable 5 cents rounding: 这个功能被禁用

Enable 5 cents rounding:  这个功能被启动，在开单时你可以自由选择要不要用。

Enforce 5 cents rounding: 这个功能被强制执行，每次开单都会自行有这个功能。



 

 

在 Enable 5 Cents Rounding 之后，你在开单时可以选择要不要勾这个Options.

 

 

Copy User & User Group, Access Right & Report Layout from Existing Account Book

当你create 一本新的Account Book，你可以把旧Account Book的Users, User Group, Acces right,Report & Grid Layout 抄去新的Account Book。那么你就不用浪费时间去create 新User，Report也不需要重做。

 

 

 

 这本Account Book只有一个User。

我将会抄这本Account Book 的User过去。

 

 

 Login AutoCount  Management Studio--> Copy Data From Other Account Book

记得backup一份在你还没开始做任何东西之前。 

 

 

选择你要从那本Account Book抄资料。

 



 

 

选择你要的抄什么资料，然后按Copy。

 





 

Login 新的Account Book，你就会看到User 被抄 过去了。

 

Claim Bad Debt Relief

 

在GST时代，做Account又要兼顾GST，真是不容易.

有一条规矩是假设你的顾客不是GST Registered Person, 就算超过六个月，你也不可以Claim 回GST. 所以要比较注意这点，不然你做错了，Custom可能就有机会找你麻烦。

Bad Debt Relief

 

在AutoCount里面你需要做几个Setting.

ARà Debtor Maintenanceà Othersà Is Tax Registered

如果你的Debtor有Register GST 的话，你就要打勾。

 

当你Process GST的时候， 系统就会根据你的顾客到底是不是GST Registered Person, 如果你maintain 你的顾客不是GST Registered Person，那么这些顾客的Invoices都不会出现在Manage AR Bad Debt Relief. 这可以确保你不会Claim 错GST。大家要多注意这点咯。

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bad Debt Relief Decision Amended

AR Deposit 6%

在GST时代，你从顾客身上收到的Deposit或者Advanced Payment都会被charge 6%先，除非你在呈交GST时，所收到的Payment要knock off .

在AR Deposit，有个function “Is Security Deposit" Tick 了这个， 你的Deposit 将不会被征收6% GST.  当然你要确保那一类Deposit要被征收GST6%，那一类Deposit不用GST6%，以免做错。


Deposit 在AutoCount Basic 或以上的版本才会有。

Item Batch

AutoCount 的 Item Batch可以用来Control Item的Manufactured Date, Expired Date 还有Last Sale Date.

当这些Batch过期了，你就可以控制这些Item不要卖出去。例如药物，食物都是一些会过期的Item。

首先，你的AutoCount 要有Item Batch No 这个Module。

Step 1: 在Stock Maintenance 那里， 你要Edit Item然后勾 Controlled by Batch No

Step 2: 按 Item Batch

Step3：按+，

Step 4: 然后你就可以加新的Batch No.

之后你就可以进货了。你也可以在这里Add Batch No.

你开发票给顾客的时候就可以选Batch No 了。

这个Batch 的Expired Date 是31/12/2016，所以当你在2017年开单的时候，系统就不会呈现过期的Batch No 让你选。