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 […]

Setting Up Vendors Click Vendor Setup in the Command Center. Enter a Vendor name. Note: You can use an optional code field to sort or classify vendors. For details, see “Codes for Customers, Vendors, and Items.” Enter a contact name and the vendor’s address. Note: If you print 1099s from MultiLedger, you should note that […]

Setting Up Customers Click Customer Setup in the Command Center. Enter a customer name. Note: You can use an optional code field to sort or classify customers. For details, see “Codes for Customers, Vendors, and Items” Enter a contact name and the customer’s address. Enter any other relevant customer information. See “Customer Setup Field Descriptions.” […]

Customer Setup Field Descriptions The following section describes the fields on Customer Setup. Inactive Check this box to designate a customer as inactive. Inactive customers appear at the bottom of a customer list with a tilde (˜) before their names. Marking a customer as inactive is an alternative to immediately deleting a customer. You can still view reports for inactive customers, […]

Setting Up Customer Terms Click Customer Terms in the Command Center. The example below shows customer terms that are set up in the Retail Sample Company: Enter a name for the term. Note: Enter your most common terms first so they appear first in the Terms pop-up list during transaction entry. The first term in […]

Customer Terms Using customer terms is optional in MultiLedger. Customer terms determine how long a customer has until payment is due and whether they’ll receive a discount for early payment. If you don’t define customer terms for your company, an invoice’s due date will be the same as the invoice date. You can define up […]