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.

 

 

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.

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.

 

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。

Debtor Aging

在Debtor Aging report, debtor(顾客) 欠你的账将会以 1 MONTH, 2 MONTHS, 3 MONTHS... 的方法呈现。

 

如果你要更换不同的呈现方式，你可以去Tools--> Options--> A/R &A/P—>Aging and statement那里更改。

比如你换了呈现方式去，在Debtor Aging或者Debtor Statement，都会呈现你要的设置。

Auto Generate Debtor Code when Import Debtor from Excel Template

如果你要import debtor 进来AutoCount， 你可以自己选择你的debtor code又或者跟随系统的号码。

假设你的debtor code 要跟随系统的号码自动跑，那么你在excel file 那里的debtor code column 放空。

在import 的时候，你要注意以下几个步骤：

Step 1: 按 Switch to Old Version

Step 2: 选择Control Account

Step 3：一定要勾“Auto-create Debtor Code”

Step 4: Copy excel file， 然后按Paste from Clipboard

Step 5: Debtor Code就会自动生产，你只需要按Import。

如果你们之前就已经有自己的Debtor Code， 不要跟系统的格式跑，那么就直接在excel file 填上Debtor Code 就行了。

ARAP Contra

大家有没有觉得这张照片的Error很熟悉呢！要怎样以最快的时间解决又不需要打去给你的dealer？

很简单， 如果你有用到这个功能。你要去set AR/AP Contra Temporary Account.，不然系统是不会允许你save 任何新的Contra.

去Tools --> Options-->G/L-->Default Accounts--> AR/AP Contra Temporary Account， 选择你要的Contra Account.