For emailing transactions, you can give your users options when sending.
From the Administrator role, go to Setup>Company>Printing, Fax & Email Preferences, and click on the Email subtab. In the Transactions section, check the Use Popup For Main Transaction Email Button checkbox, and then Save.
When users click the Email button on transactions, they will now get a pop-up box with tabs to add additional recipients, add a message, choose how to send; e.g., inline, HTML, PDF, and much more.
Mahalo to Jay for this Tip!
Showing posts with label jay. Show all posts
Showing posts with label jay. Show all posts
Wednesday, February 18, 2009
Saturday, February 14, 2009
Tracking of Offset Transactions
This is a way to clearly account for offsetting a vendor's balance against sales to that same company. It provides a trail of transactions that are clearly visible in the system.
Assumption: We have a vendor who also sells us goods or services. They desire to offset what they owe us against what we owe them.
Setup
1) Create an Expense Account called "Exchange Account." This account will serve to pass the money from one record to the other. It will return to a zero balance after each offset's series of transactions.
2) Set up an Other Charge Item For Sale called "Exchange Item."
Procedure
1) Set up the vendor with a customer record on the same entity:
a) Edit the Vendor record and go to the Info subtab.
b) Click on the plus sign next to Other Relationships.
c) In the Type pane, click on Customer.
2) Always invoice that entity on the Customer record you just created. Always bill on the existing Vendor record.
3) When it is time to apply their vendor balance to their customer balance, proceed as follows:
a) Create a Vendor Credit for that vendor for the amount to be offset, using the Exchange Account. This moves that amount out of their A/P and into the Exchange Account.
b) Go to the customer record for that entity and create a credit memo for the same amount using the Exchange Item. This adjusts the Exchange Account to zero, and adjusts the customer record's balance to the adjusted amount (moves that amount out of their A/R.)
Mahalo to Jay for this Tip!
Assumption: We have a vendor who also sells us goods or services. They desire to offset what they owe us against what we owe them.
Setup
1) Create an Expense Account called "Exchange Account." This account will serve to pass the money from one record to the other. It will return to a zero balance after each offset's series of transactions.
2) Set up an Other Charge Item For Sale called "Exchange Item."
Procedure
1) Set up the vendor with a customer record on the same entity:
a) Edit the Vendor record and go to the Info subtab.
b) Click on the plus sign next to Other Relationships.
c) In the Type pane, click on Customer.
2) Always invoice that entity on the Customer record you just created. Always bill on the existing Vendor record.
3) When it is time to apply their vendor balance to their customer balance, proceed as follows:
a) Create a Vendor Credit for that vendor for the amount to be offset, using the Exchange Account. This moves that amount out of their A/P and into the Exchange Account.
b) Go to the customer record for that entity and create a credit memo for the same amount using the Exchange Item. This adjusts the Exchange Account to zero, and adjusts the customer record's balance to the adjusted amount (moves that amount out of their A/R.)
Mahalo to Jay for this Tip!
Subscribe to:
Posts (Atom)