Sales Journal Use the Sales Journal when you want to create an invoice that records sales that do not involve inventory, such as service sales or consulting, and creates an outstanding receivable. If you need to record inventory sales, use Customer Invoices. Sales tax and shipping amounts are not automatically calculated in the Sales Journal, […]

Customer Invoices Use Customer Invoices when you want to create an invoice that records inventory sales, track sales commissions, enter tax rates, enter a shipping date, and so on. You can also record service sales (such as consulting) with Customer Invoices by setting up a service as a non- inventory Item (for details, see “Setting […]

Recording Sales MultiLedger offers great flexibility for recording sales. Depending on the type of sale you want to record, the three windows you can use are: Customer Invoices Sales Journal Receipts Journal These windows are discussed in the following table. If you want to…. Use this transaction window Record a sale of inventory items and […]

The following flowchart is designed to give you a basic overview of customer-based transactions. The rest of this Article describes each option in detail. Related Articles How to Record Sales in MultiLedger How to Use Customer Invoices in MultiLedger How to Use Sales Journal in MultiLedger How to Use Receipts Journal in MultiLedger How to […]

Recurring Entries Transactions entered in the following journals can be saved as Recurring entries: Customer Invoices Sales Journal Item Purchases Payables Journal Disbursements Journal Receipts Journal General Journal You can define any transaction as Recurring, with a frequency ranging from none to annually. MultiLedger can alert you when Recurring entries defined as weekly, bi-weekly, monthly, […]

Entering a Void Document A void document can be recorded in the Payables, Sales, Receipts, or Disbursements Journals. Enter the transaction information as you normally would, except don’t enter any ledger account or amount. After you click Save, the following message appears: Click Yes to save the void document. Click No to return to the […]

Adding Comment Lines to Transactions You can add comment lines to transactions by choosing Insert Line (Ctrl-I on Windows or I on Macintosh) from the Edit menu. A five line edit box appears: Enter the comment, up to five lines long and click OK. The comment lines are added to the transaction detail list. If […]

Transaction Dates You can use the +/- keys on your keyboard to increment/decrement the date in any transaction window. You can also type over the date to modify it. Date Formats Enter dates in the MM/DD/YY format. For example, to enter February 15, 2017, you would enter the date like this: 2/15/17. Notice that you do not have […]

Locking and Unlocking Months Having 30 months open does not mean that you have to compromise the security of your company files. MultiLedger has a feature that allows you to lock a month when transaction entry should be closed, and unlock a month if changes are necessary. For more information on locking and unlocking months, […]

Working with 30 Open Months MultiLedger allows you to work in any month in the open 30 months. For example, if your company operates on a calendar year, you could enter and modify transactions for January, 2016, through June, 2018, before you would be required to close 2016. Important: Once a year has been closed, it […]