Add upper and lower case in account numbers and codes
The program normally converts account numbers to Uppercase.
When Uppercase/Lowercase is enabled, account numbers are not converted to Uppercase. Accounts in Uppercase/Lowercase are useful when the account number also serves as a description.
When entering account numbers in the Transactions table, the program will revert to Upper or Lowercase, as specified in the Chart of Accounts.
Using this option will require you to pay attention to case sensitivity, as the "Cash" account, with first letter in Uppercase, will be different to "cash" account in Lowercase.
Add Items table
Revert to information available on Items table page.
Add Items columns in the Transactions table
Revert to information available on Items columns in Transactions table page.
Add Items table and Items columns in Transactions table
For accounting files.
This function allows you to add, in the Accounts table, the columns used to enter the addresses of customers, suppliers, members or others.
To add this function, proceed as follows:
- Click on Tools in the menu.
- Select the Add new functionalities ... command.
- Select Add Address Columns in Accounts table (If the options does not display in the list, it means it has already been activated).
The program adds in the Accounts table:
- The Address view where added columns will be displayed.
- The columns that allow you to enter address data and other information.
This function enables the accounting file for financial planning, adding the Budget table where you can enter transactions that relate to the budget.
For more information see Budget table.
For accounting files with VAT.
This function enables the modification of the Amount type column (VAT Amount type) in the Transactions table.
The column allows you to enter for very transaction one of the following VAT amount types, where applicable:
0 (empty cell), inclusive of VAT
1 = VAT excluded, exclusive of VAT
2 = VAT amount, the registration amount is considered to be 100%.
For each registration, the program automatically enters the default data in the VAT Code table in the Amount Type column (relative to each code). If, occasionally, the Amount type changes for a VAT code, you may enter 1 or 2 manually.
There are incompatibilities of VAT data with previous versions when using this feature, as that did not have this functionality.