Set Default Location for User at Different Location

Do you know in AutoCount, you can set the location for different users in different locations. By assigning default location to user, user no need to select location every time during create Invoice or any other transactions. In addition, you can filter the location in sales analysis report to provide you useful information.

This feature is suitable when there is users in different locations to remote into Hq AutoCount to open new Cash Sales/Invoices.

First go to General Maintenance--> User Maintenance

Step 1: Select User & Edit User

Step 2: Press Default Value & assign the location for user.

Posting G/L code in Sales/ Purchase Invoice

Do you know in AutoCount, there is 4 places to assign G/L Code for Sales / Purchase Invoice. The priority is 1-->2-->3-->4


1.Posting Account Group
2.Stock Group Maintenance
3.Tools--> Options-->Default Account Code
4. In Sales/ Purchase Invoicing, Drag out the Account No column.

Enable Bar Code Input

 

Do you know in Autocount , you can scan the barcode of an item so that you can add in item automatically when creating new sales or purchase document.

 

First, you need to have barcode scanner device so that you can input the barcode.

 

Go to Tools--> Options--> Stock-->Bar Code

 



 

Hide Purchase Price in Purchase Document

Hi, do you know in Purchase Document, you can set access right to hide the cost/price so that your employee wouldn't be able to view or key in the purchase cost in Purchase Document.
Thus, you no need to worry about the purchase cost.

Go to General Maintenance-->User Maintenance-->AutoCount Accounting-->System--> Behaviors-->View Cost/Purchase Price

Now , user wouldn't be able to view or key in unit price.

Credit Term by Invidual Documents

DO you know that in Autocount, you can set the individual document type to be controlled by credit term.
First of All, go to Debtor Maintenance--> Edit Debtor-->Credit Control--> At Credit Control, select Individual document

 

 

 

 

At Debtor Credit Control Screen, you can select which type of document to be applied with credit term.
For example, if tick Invoice. Thus, when you create invoice's total value more than 10k, system wouldn't allow you to save.
If you choose to untick, meaning system no control on this particular document type.

 

 

Preview Report & Send to Mail

In Autocount, most of the report you can send out mail during preview the report. However, you need to install third party mail program first. The third party email program such as Outlook, Thunder Bird or Windows Live Mail can be used.


For example, I preview Full Tax  Invoice, Press Send by Mail, third party email program will be triggered out.

 

 

 





You may type some content and send the Invoice to Customer.

 

 

Currency Rate Multi Currency

Do you know that you can maintain the currency rates for specific period in Currency Rate Maintenance. By using this function, you can set the rate for different period. If you didn't maintain this, system will follow the default rate.


First of all, go to General Maintenance--> Currency Maintenance

Step 1: Highlight Currency code 

Step 2: Press Currency to maintain rates

You may maintain the rate from start date to end date. 

If you didn't maintain the currency as above, system will take the default bank buy & bank sell rate when you create transaction.

Bank Reconciliation- Maintain Previous Year Uncleared Bank Transaction

In Bank Recon, if you have uncleared bank transaction for previous year, you can add the previous uncleared bank transaction into AutoCount and to be reconciled later. This is for one time only as when you migrate data from other system into Autocount, System didn't have previous records.
Go to G/L --> Bank Reconciliaion--> Maintain Previous Year Uncleared Bank Transactions

Step 1: Press + button

Step 2: Key in the transaction info

Step 3: Press save