Salesperson Setup You can track sales of commissionable items by salesperson. If no salespeople are set up, the Salesperson field on Customer Invoices will be skipped automatically during invoice entry. You can set up as many salespeople as you need. Salesperson Setup Field Descriptions This section describes the fields on Salesperson Setup. Name Enter a […]

Sales Tax Set Up MultiLedger lets you set up as many as 100 different Sales Tax Categories for tracking purposes. You can also get detailed Sales Tax reports. For information on these reports, see “Sales Tax Report.” Sales Tax Setup Field Descriptions The following section describes the fields on Sales Tax Setup. Tax Name Enter […]

Jobs Set Up You can use MultiLedger to set up jobs or projects and track their income and expenses. You can have up to 9999 jobs. Note: You can also use Profit Centers to keep track of different jobs or projects. For more information on using Profit Centers, see “Setting Up Profit Centers.” For details […]

Customizing Financial Statements You can customize the account headings that appear on your balance sheet and income statement. You can also group accounts so they will appear as one line summaries on financial statements. Click Financial Statements in the Command Center. Note:  Balance Sheet and Income Statement titles and footers can be changed in the Report window. To […]

Setting User Settings In MultiLedger you can set both program Preferences and User Settings. Options set on Preferences apply to all users in a particular set of company files. Options set on User Settings, on the other hand, apply to each individual user. For more information on Preferences, see the previous section, “Setting Program Preferences.” […]

Setting Program Preferences In MultiLedger you can set both program Preferences and User Settings. Options set on Preferences apply to all users in a particular set of company files. Options set on User Settings, on the other hand, apply to each individual user. For more information on User Settings, see the next section, “Setting User […]

Setting Up Profit Centers If your company has several departments or divisions, you might want to individually track their income and expenses —that’s where profit centers come in. Each portion of your company (whether it’s a department, store, or division) can be assigned a profit center name and account numbers. You can create income statements […]

Setting Up Shipping Methods You can set up a list of common shipping methods that will appear as a pop-up list on Customer Invoices. Click Ship Via in the Command Center. Enter a name for the Ship Via method in the edit box, then click Save. The name of the method appears in the list […]

Setting Up Budget Amounts You can set up and edit monthly budget amounts for income and expense accounts (account numbers 4000 and greater) for all open months. Note:  To see budget amounts in a report format, click Income Statement in the Command Center, click the Budget Report option or the Income vs Budget option, select […]

Setting Up Items There are two ways to set up items in MultiLedger: You can set up a new item while you are entering an Item Purchase, provided there is at least one other item set up already. When you reach the Items pop-up list on Item Purchases, click New. You can then set up […]