General Ledger System Manager
Leave a Comment
Division Code The ‘Division code’ may be numeric or alpha.The number of characters for this code is defined in the Accounting Format procedure. You need to set up the Accounting Format before entering any divisions.Consider using a 1 digit code for fastest data entry. For details on the use of “codes”, see The Role of […]
Read more »
Cash Management General Ledger System Manager
Divisions are major functional or product-based segments of companies that can have their own budgets, goals and performance metrics. Unlike subsidiaries, divisions are not separate legal entities-they operate under the same corporate entity. Each division usually concentrates on a specific product line or service, market or geographical region. Divisions are a critical Masterfile in Online […]
System Manager
Code The Note Category code can be numeric or alpha.The code “TFR” is reserved for notes pertaining to system transfers e.g. Product Transfers.The code “DH” is reserved for notes pertaining to document history e.g. Order confirmation emailed to xx For details on the use of “codes”, see The Role of “Codes” in Online Advantage Category […]
Note categories are used when editing Notes against various elements in the system – like products, customers, suppliers and more. You can restrict access to notes by limiting Users to a set of note categories. It is important to remember that not only can access to notes be limited by these categories, but they can […]
Postcodes are used in addresses. Postcodes can be useful as selection criteria in reporting and data exports and are often used by Carrier companies to determine cartage rates. Since there are often thousands of postcodes for a country, you may want to download postcodes from the country’s postal service web site and then upload them […]
Country Code Select an existing Country. Only active country codes are available for selection.Postcodes are unique to a particular country. Postcode Enter the postcode (or zip code, local code etc.). Localities Locality Name Enter the locality name of the postcode i.e. suburb, town, area or city name. This name is shown when entering postcodes and […]
Branches are a core setting in Online Advantage and are pivotal for Reporting and General Ledger postings throughout the system. Branches typically represent specific ‘cost centres’ of a business where the separation of Financial reporting requirements such as Assets, Liabilities, Sales and Profitability is required. Branch Codes are mandatory fields and at least one Branch […]
Branch Code The number of characters for this code is defined in the Accounting Format procedure. You need to set up the Accounting Format before entering any branches. The code can be numeric or alphabetical. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Branch Short Name Enter an […]
There are some software features available that may never be used for some installations of Online Advantage due to the nature of a business. By indicating which parts of the system are not being used we are able to hide certain fields so that we can present a more relevant and un-cluttered UI to users. […]
Asset Ledger System Manager
Asset Locations are used to record the physical address of where assets are kept and to define what branch they belong to in terms of the Online Advantage branch structure. They are not to be confused with Inventory Stock Locations. Asset Locations are purely used to record where assets are located within your organisation e.g. the […]
Accounts Payable Asset Ledger Purchasing System Manager
Asset Groups provide a method of categorising Fixed Assets. Reports generated from the Asset Ledger system are typically sorted and sub-totaled by Asset Group. Asset Groups also define the General Ledger account postings used for Asset transactions. They contain control pointers for that specific group for the following Postings: The Asset group also provides the facility […]
Accounts Payable Accounts Receivable System Manager
Countries are used in address input and define (in part) some of the address format details – like the wording for ‘state’ and ‘postcode’ which can vary between countries. Along with assisting to define the “rules” for data entry, having a separate and validated input for countries allows Online Advantage to filter reports and provide […]
User Classifications allow you to “group” users for reporting and selection. Note that any one user can belong to multiple classification groups as appropriate. Example Some examples of classifications to consider using are: Some example of use are: Minimum Requirements Use of Classifications on Users is completely optional, so you don’t have to set up […]
‘Other Time’ codes are used to record employee time expended that is not recorded as actual Labour for the costing of Manufacturing or Job Costing. They are used to record employee time in Time Card Entry when an Employee has not been working on a particular Work Order or Job but involved in other activities. […]
Frequently Asked Questions System Manager
Network printing is only available where a Virtual Private Network (VPN) exists. A VPN is basically a secure TCP/IP tunnel between two networks that allows traffic to flow privately and securely over the public internet. The tunnel can support the flow of TCP/IP traffic that might not otherwise be possible without creating a security risk […]
Job Costing System Manager
This function is used to set default data that is used when entering Job Costing Invoices. Invoice Product Enter the default invoice product. The product selected must be in a Product Group set-up as a “service” type classification (‘S’ or ‘SQ’). When entering job invoices and you use the ‘Job Costing – Summary’ or ‘Job […]
The primary purpose of this function is the general setup of the rules and settings relating to passwords used in the system. It allows you to set/maintain your company specific password rules, and the message details emailed to users as part of the ‘forgotten password’ facility on the login page. No. of Days for Password […]
Accounts Payable Accounts Receivable Online Tools System Manager
Use Contact Types to categorise contacts in any way that suits your business needs. Each contact must be allocated a type, so it is important to establish the list of types early before you have too many recorded in the Contacts database. Contact Types are particularly relevant when looking up contacts or when performing any […]
Use Job Titles to classify contacts in a way that suits your needs. The Job Title can be used to filter Contact selections so you can target certain contacts for mail outs and other digital communcations that you might want to have with the people recorded in your Contacts database. Example Some examples to use […]
Contact Classifications are used to “categorise” your contacts in a way that helps you define them for your purposes. For instance, classification(s) can be used to filter Contact selections so you can target certain contacts for mail merges, marketing or sales call targeting. You can include a given contact under multiple classifications. This means you […]
Use Personal Titles to record the contacts preferred title or honorific when addressing them. The Title can be used when formulating a full contact name for emails and addresses e.g. Sir Elton John, Dame Judy Dench and so on. Use of a title for a contact is optional. Example Some examples to use are: Mr, […]
E-Commerce System Manager
Purpose This routine is used to adjust the various ‘e-Commerce Options’ available in the system. These options are used by the B2B (Business to Business), B2C (Business to Consumer) and B2R (Business to Rep) portals which are an extension of the Online Advantage application. Data Input Step 1 – Stock Availability Stock Availability Location You […]
Online Advantage is a browser based application which currently uses Microsoft Internet Explorer (IE) as the “client” application. Microsoft are phasing out support for the IE desktop application from Windows. As a replacement and to assist with users in the migration they have provided an IE mode in their new Windows browser called Edge. If […]
Tagged