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Accounts Payable Accounts Receivable Online Tools System Manager
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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 […]
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Accounts Payable Purchasing
Shipping Ports contain descriptive details on overseas shipping ports and are used in purchasing for the tracking and reporting of incoming Purchase Orders and Shipments. Example By recording the shipping port your goods are being shipped from (or going through) you can easily report on outstanding purchases for those ports when problems such as strikes, […]
Purchasing
Shipping port Code Shipping Port code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Shipping Port Name Enter text to describe the Shipping Port. This is shown when selecting a shipping port for Suppliers or in PO entry and reporting. For more details […]
Quality Assurance Codes allow you to establish a lookup table of supplier quality assurance codes for use in the purchasing system. These can then be used to identify if the supplier meets your quality standards. Example This could be ISO standards or some scale of your own devising to rate suppliers based on the quality of […]
Quality Assurance Code Quality Assurance code code be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Quality Assurance Code Name Enter text to describe the Quality Assurance Code. This is shown when selecting a QA code in Suppliers maintenance and reporting filters.
A purchase Delivery Method is a description of how an order is to be delivered e.g. Truck, Rail, Air, Sea etc. Delivery Methods are allocated to purchase orders and shipments in the purchasing system and are used for tracking and reporting of your purchase activity. You can assign a Delivery Method to a Supplier so that […]
Payment Methods contain descriptive details on purchasing payment arrangements used for local or foreign shipments. An unlimited number of purchasing payment methods can be established.The use of payment methods allows the purchasing personnel to mark a given purchase order or shipment with a particular method of payment i.e. letter of credit, bank transfer/telegraphic transfer. The […]
Hold Payment reasons are used to “tag” transactions with the reason you are currently not paying the Suppliers Invoice. A Hold Payment Reason can be applied against a Supplier’s invoice as you enter it, or it may be added to invoices at a later date using the Adjustments function. Invoices with a Hold Payment reason […]
Purchase Types contain descriptive details on the types (or categories) of products that you purchase. It’s a way to ‘group’ and describe the suppliers by the product or service they provide. You can record one or more Purchase Types against a Supplier account and this can be used to target specific suppliers when sending out […]
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, […]
Delivery Method Code The Delivery Method Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Delivery Method Name Enter text to describe the Delivery Method. This appears on the Purchase Order Docket sent to the supplier and on the Purchase Receipt Docket. It […]
Release 9.5
Release June 2024: Version 9.5.1537.1 Online Advantage Overdue Reminders – there are now two Overdue Reminder options available: Product Transfer Upload – this will now accept duplicate products if the from and to size/colour are unique. Basically allows you to upload “similar” product transfer rows that will then be merged into one list that can […]
Accounts Receivable
Trading Terms contain descriptive details and settings for the various sets of debtor trading terms that you want to use when providing credit to your customers. You may specify ‘Standard Trading Terms’ for your business as a System Option. These are used for all Customers that do not have individual settings. You can then override those standard […]
Accounts Payable
Standing Payment Category Code The Standing Payment Category code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Standing Payment Category Name Enter text to describe the Standing Payment Category. This is shown when selecting a category when setting up Standing Payments or choosing […]
Supplier Types can be used to classify Suppliers into reporting groups for filtering and report sorting and consolidation. However the primary purpose of Supplier Types is to define the General Ledger ‘Trade Creditors Subsidiary Control Account’ to be used when posting Accounts Payable transactions. There are two default Trade Creditor accounts settings – one for local suppliers […]
Supplier Type Supplier Type code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Name Enter text to describe the Supplier Type. This name appears when choosing a Supplier Type for a Supplier and in report filtering. For more details on descriptions, see The Role of […]
Selling Groups allow you to establish a list of groupings of Suppliers and is used throughout the accounts payable and purchasing system to provide report filtering and consolidation based on the selling group of each supplier. Example You may want to group your suppliers into those supplying your operational needs (e.g. utilities like water, electricity, gas), […]
Standing Payment Categories (or classifications) allow you to filter and group your Standing Payments when using reporting. Some sample categories to consider are include ‘Rent’, ‘Superannuation’, ‘Loan Repayments’, ‘Maintenance’, ‘Subscriptions’ etc. Example Example 1 – You lease several vehicles, and you are going to pay a certain amount to the leasing companies every month. You […]
Accounts Receivable Purchasing
Selling Group Code Selling Group code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Selling Group Name Enter text to describe the Selling Group. This is shown when selecting a Selling Group to categorise a Supplier under or when selecting one.For more details […]
Asset Ledger
Asset Group Code The code can be alpha or numeric. This code is normally structured to reflect the way you wish to categorise Assets.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Asset Group Name Enter text to describe the Asset Group. This is used in reporting and whenever […]