General settings
In the part of general settings (it is displayed in the initial part of a tree menu, called General data) the code lists of particular modules are stated here. Needed data for the work in these modules can be set here. E.g. about presenting the bank accounts, books of sale, cash registers, but also codes of sales orders etc.
Picture: The opened menu Basic data
The description and classification of particular code lists into modules:
Bank accounts |
Finance |
Opens the book with pre-defined bank accounts. |
Cash registers |
Finance |
Opens the book with pre-defined cash registers. |
Books of sale |
Sale |
Opens the book with defined books for sales documents. |
Books of purchase |
Purchase |
Opens the book with defined books for purchase documents. |
Warehouses |
Warehouse |
Opens the book with the list of all defined books (types) of a warehouse. |
Books of warehouses |
Warehouse |
Opens the book with defined stocks for various periods. |
Books of marketing |
Marketing |
Opens the book with defined books for the evidence of offers and demands. |
Books of service documents |
Complaints / Services |
Opens the book with defined books for the evidence of services and complaint documents. |
Books of assets |
Assets |
Opens the book with defined books for the evidence of assets. |
Books of Accounting |
Accounting |
Opens the book with defined books for various periods. |
Books of internal documents |
Accounting |
Opens the book with defined books of internal documents. |
Books of letter and consignment services |
Marketing |
Opens the book with defined books for letter and consignment services. |
Books of payroll payables |
Wages |
Opens the book with defined books of payroll payables. |
Books of projects |
Projects |
Opens the book with defined books of projects. |
VAT Rate |
Accounting |
Opens the book with VAT Rates. |
Periods |
Basic Functions |
Opens the book with defined years where the documents are creating. |
Chart of Accounts |
Accounting |
Opens the book with defined accounts of a particular accounting unity. |
Exchange list |
Basic code lists and Supporting Modules K2 |
Opens the book with a defined list of currencies and exchange rate. |
Cost centres |
Basic code lists and Supporting Modules K2 |
Opens the book with pre-defined cost centers. |
Legal late charges |
Basic code lists and Supporting Modules K2 |
Opens the book with defined legal late charges. |
Summing contract codes |
Basic code lists and Supporting Modules K2 |
Opens the book with summing contract codes. |
Contract codes |
Basic code lists and Supporting Modules K2 |
Opens the book with summary contract codes. |