Acc Etc

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(Acc Client Profile)
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Reports - all aspects
Reports - all aspects
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== Address Book Bill To Tab ==
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Display Exchange Rates Checkbox
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* Display exg rates or not on Sales invoice
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(todo: explain....)
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* Sales invoice total ??? (in USD)
* Sales invoice total ??? (in USD)
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Display Exchange Rates
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* 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.
Depending on values above system would take appropriate action after operator creates CT/M for given client.

Revision as of 23:16, 3 December 2009


Contents

VAT

VAT option for office profile

  • VAT radio (Y/N)
  • VAT % textfield
  • see Fig VAT_office_profile

File:VAT_office_profile.JPG

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 File:VAT_for_TOC.JPG

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


Address Book Bill To Tab

Display Exchange Rates Checkbox

  • Display exg rates or not on Sales invoice

(todo: explain....)


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)


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.

Headline text

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