Express Accounts

Contents

INTRODUCTION 8

Background of the Study 9

Objectives of the Study 11

Scope and Limitation of the Study 11

Definition of Terms 12

SOFTWARE FEATURES 13

Software Overview 13

Details 14

Toolbar 16

Explorer Bar 17

Main Links 18

Tabs 18

Chart of Accounts 21

Taxes 22

Customization for your business 23

Registration 24

Common Tasks 25

Creating Items and Services 25

Add new customers 27

Customer Statements 30

Generate a Customer Statement 30

Add New Suppliers 31

Quotes 32

Sales Orders 33

Invoicing 36

Purchase Orders 39

Accounts Payable 40

Payments and Purchases 41

Receive Money 42

Manual Journal Entries and Edits 44

Reconcile an Account 45

Pulling Reports 47

Modules and Screenshots 49

NEW INVOICE 49

NEW CREDIT NOTE 52

NEW SALES ORDER 55

NEW PURCHASE ORDER 58

NEW ACCOUNTS PAYABLE 60

NEW QUOTE 62

JOURNAL ENTRY 64

ACCOUNTS PAYABLE 66

PAYMENTS AND PURCHASES 68

RECEIPTS AND DEPOSITS 70

REPORT VIEW 72

CHART OF ACCOUNTS LIST 74

INVOICES LIST 75

SELECT INVOICE LIST 78

QUOTES LIST 78

SELECT QUOTE LIST 80

SALES ORDER LIST 81

SELECT SALES ORDERS LIST 83

PURCHASE ORDERS LIST 83

ACCOUNTS PAYABLE LIST 85

SELECT ACCOUNT PAYABLE LIST 86

PAYMENTS OF ACCOUNTS PAYABLE 87

ACCOUNTS PAYABLE LIST 88

SELECT ACCOUNT PAYABLE LIST 89

PAYMENTS OF ACCOUNTS PAYABLE 89

CUSTOMERS LIST 90

SUPPLIERS LIST 92

PAYMENTS LIST 93

ITEMS LIST 95

RECURRING INVOICES LIST 96

RECURRING ORDERS LIST 97

VIEW JOURNAL 98

VIEW JOURNAL 100

CHECKS LIST 101

NEW ACCOUNT DIALOG 102

RECONCILE ACCOUNT 104

CREDIT NOTES LIST 107

SALESPERSON LIST 108

FIND ITEMS 109

FIND INVOICES 109

FIND QUOTES 110

FIND ORDERS 110

FIND CREDIT NOTES 110

FIND PAYMENTS 111

FIND SALESPERSON 111

FIND RECURRING INVOICES 111

FIND RECURRING ORDERS 112

FIND ACCOUNTS 112

FIND PURCHASE ORDER 112

FIND ACCOUNTS PAYABLE 113

FIND PAYMENT OF ACCOUNTS PAYABLE 113

FIND SUPPLIERS 113

FIND...