Articles tagged #ACCOUNT
Articles tagged
#ACCOUNT

Sales by Item report and Sales by Customer Summary Reports with Same Date Filter and Report Preference Display Variance

User wants to know what causes the difference between astandard Sales by Item report and Sales by Customer Summary reports if the same Date Filters and Report by Period preferences is applied.

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Using Quantity Pricing

Quantity based pricing lets you automatically apply different sales prices to items that depend on the quantity being sold. This enables you to offer discounts to customers who buy in bulk.

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Setting a Default Inventory Costing Method

You can select the type of inventory costing method your business uses. The cost of your inventory is made up by your items' purchase prices and all costs incurred in acquiring these items. The costing method you choose determines how you handle the costs associated with buying the same items at different purchase prices over a certain period.

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Resolve Error: "Invalid Reference Key XXX Accounts Payable for Subsidiary X" on Purchase Order CSV Import

When uploading a Purchase Order via CSV Import and the errorInvalid Reference Key XXX Accounts Payable for Subsidiary Xis encountered, this is because the Accounts Payable used is not available on the User Interface. This is usually populated by an Asset or an Expense account. Field mapping as follows:

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Hierarchy of the Default Accounts Receivable Account

Under the customer record, options available will be those A/R type accounts and Use System Preference. By using this latter option, you can assign the Default Receivables Account to what is set on the Accounting Preferences page.

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Using Account Filters on a Sales Report

User needs to create a Report which can be filtered by Account.

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