Difference between revisions of "How do I create an internal account?"

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{{Review}}
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== More Information ==
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== Summary ==
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Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and for {{DataPrompt|Search on:}}, type the word {{DataValue|Internal}} and press {{KeyPress|F6}} to [[Creating a New Customer/Supplier|create a new account]].
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The following article shows the preferred method for setting up an Internal Account from within Platinum.
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=== Details ===
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*Fill out all the relevant contact details for the internal account.
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=== Invoicing ===
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*Click the {{KeyPress|Invoicing}} tab.
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;{{DataPrompt|Centre Modifier}}
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: Type {{DataValue|I}} and then press {{KeyPress|Enter}}and then press {{KeyPress|Enter}} on the warning message that is displayed.
  
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== More Information ==
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;{{DataPrompt|V.A.T. rate:}}
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Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and in the {{DataPrompt|Search On:}} field, type the word {{DataValue|internal}} and press {{KeyPress|F6}} to create a new account.
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: Set to the Exempt Rate set for your system.
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*On the first tab, fill out all the relevant contact details for the invoice account.
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*Next, press the {{KeyPress|Invoicing}} tab and amend the fields listed below as follows:
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;{{DataPrompt|Payment Centre:}}
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**Centre Modifier: Type {{DataValue|I}} and then press {{KeyPress|Enter}}and then press {{KeyPress|Enter}} on the warning message that is displayed.
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:Get the cursor in the Ledger Centre field and press {{KeyPress|C-F1}} to bring up a search box, and then type {{DataValue|internal}} and press {{KeyPress|Enter}}.  Select the relevant centre for the internal account in question.  If one doesn't exist, contact your Accounts Department and ask that they create one for you.
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**Set the V.A.T. rate to the Exempt Rate set for your system.
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**{{DataPrompt|Payment Centre:}} Get the cursor in the Ledger Centre and press {{KeyPress|C-F1}} to bring up a search box, and then type {{DataValue|internal}} and press {{KeyPress|Enter}}.  Select the relevant centre for the internal account in question.  If a suitable one doesn't exist, contact your Accounts Department and ask that they create one for you.
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;{{DataPrompt|Cash Sale:}}
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**{{DataPrompt|Cash Sale:}} Set this to {{DataPrompt|Yes}}, so that invoices are paid off immediately to the internal account specified in the above step.
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:Set this {{DataValue|Yes}}, Invoices are paid off immediately to the internal account specified in the above step
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**{{DataPrompt|Internal:}} Set this to {{DataPrompt|Yes}} (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).
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*Click {{KeyPress|Groups/Analysis}} tab and in the "Group" field, type {{DataPrompt|INT}}.  Once again, this will aid you for reporting purposes.
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;{{DataPrompt|Internal:}}
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:Set this to {{DataValue|Yes}} (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).
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=== Groups/Analysis ===
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*Click {{KeyPress|Groups/Analysis}} tab.
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;{{DataPrompt|Group:}}
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:Type {{DataValue|INT}}.  Once again, this will aid you for reporting purposes.
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== See also ==
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*[[Creating a New Customer/Supplier]]
  
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{{FAQ}}{{KB_Tags|Creating internal accounts}}{{KB_NL}}{{ZN_Admin}}
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{{FAQ}}{{KB_Tags|Creating warranty accounts}}{{KB_NL}}{{ZN_Admin}}

Revision as of 17:20, 19 May 2009

More Information

Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and for "Search on:", type the word 'Internal' and press <F6> to create a new account.

Details

  • Fill out all the relevant contact details for the internal account.

Invoicing

  • Click the <Invoicing> tab.
"Centre Modifier"
Type 'I' and then press <Enter>and then press <Enter> on the warning message that is displayed.
"V.A.T. rate:"
Set to the Exempt Rate set for your system.
"Payment Centre:"
Get the cursor in the Ledger Centre field and press <Ctrl+F1> to bring up a search box, and then type 'internal' and press <Enter>. Select the relevant centre for the internal account in question. If one doesn't exist, contact your Accounts Department and ask that they create one for you.
"Cash Sale:"
Set this 'Yes', Invoices are paid off immediately to the internal account specified in the above step
"Internal:"
Set this to 'Yes' (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).

Groups/Analysis

  • Click <Groups/Analysis> tab.
"Group:"
Type 'INT'. Once again, this will aid you for reporting purposes.

See also


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