Acc Etc

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Revision as of 18:34, 1 September 2009 (edit) Alex (Talk | contribs) (→Acc Client Profile) ← Older edit		Revision as of 18:36, 1 September 2009 (edit) (undo) Alex (Talk | contribs) (→Business Requirements) Newer edit →
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	Display Exchange Rates		Display Exchange Rates
	* Display exg rates or not on Sales invoice		* Display exg rates or not on Sales invoice
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		+	Depending on values above system would take appropriate action after operator creates CT/M for given client.
	This is "Acc Info" section of Client Profile.		This is "Acc Info" section of Client Profile.

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Revision as of 18:36, 1 September 2009

Contents 1 VAT 1.1 VAT option for office profile 1.2 TOC with VAT on Sales Inv / Imp Tab 2 Acc Access Levels 2.1 Restriced Accounting Access 2.2 Mid Level Accounting Access 2.3 Non- Restriced Accounting Access 3 Acc Client Profile 3.1 Business Requirements 3.2 Version 2.0

VAT

VAT option for office profile

• VAT radio (Y/N)

• VAT % textfield

• see Fig VAT_office_profile

TOC with VAT on Sales Inv / Imp Tab

• IF logged in user is from Office where VAT=Y

THEN TOC on Sales Invoice / Imp Tab should have VAT related features on it

• see

Acc Access Levels

Restriced Accounting Access

Credit Holds

Currency and Exchange Rates - All Aspects (except viewing)

Unit Types - All Aspects

Charge Codes - All Aspects

Purchase invoices - deleting

Mid Level Accounting Access

Entering and Editing Vendor/Customer

Approving Credit notes

Add Credit Facilities in CT

Currency and Exchange Rates - viewing

Non- Restriced Accounting Access

Purchase invoices - adding, editing

Reports - all aspects

Acc Client Profile

Business Requirements

We need to maintain a number of accounting related parameters in Client Company profile.

Credit Terms:

• Credit terms are the time limits you set for your customers' promise to pay for their merchandise or services received. (in number of days)

Credit Status:

• (low, severe, etc)

Credit Limit:

• Sales invoice total ??? (in USD)

Display Exchange Rates

• Display exg rates or not on Sales invoice

Depending on values above system would take appropriate action after operator creates CT/M for given client.

This is "Acc Info" section of Client Profile.

Path: Admin > Clients > Acc Info

Version 2.0

1) Dropdowns "credit status", "cr limit", "cr terms" need to be managed through Admin

2) Add functionality related to "credit status", "cr limit", "cr terms": if bad credit status then CT must be approved by manager.