Difference between revisions of "Getting started - Accounts"
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== Summary == | == Summary == | ||
The following article explains how to get started with Accounts. | The following article explains how to get started with Accounts. | ||
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=== Overview === | === Overview === | ||
The accounting package in Platinum consists of {{SL}}, {{PL}} and {{NL}}. | The accounting package in Platinum consists of {{SL}}, {{PL}} and {{NL}}. | ||
| − | These packages are integrated with the other Platinum modules to avoid having to re-key | + | These packages are integrated with the other Platinum modules to avoid having to re-key data and hence to increase efficiency and accuracy of information. The accounts package is capable of producing accounts through to trial balance level, including management accounts and budgeting. |
=== Handling Takings === | === Handling Takings === | ||
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=== The Banking Journal === | === The Banking Journal === | ||
When you pay money into the bank, see [[The Banking Journal]]. | When you pay money into the bank, see [[The Banking Journal]]. | ||
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| + | === Posting Payments Received === | ||
| + | See [[Posting Payments Received]] for details on how to post a receipt against a customer's account. | ||
=== Posting Purchase Invoices === | === Posting Purchase Invoices === | ||
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=== Paying a Supplier === | === Paying a Supplier === | ||
See [[Paying Suppliers]] for details on how to pay a supplier. | See [[Paying Suppliers]] for details on how to pay a supplier. | ||
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=== Printing off an Aged Debtors or Creditors Listing === | === Printing off an Aged Debtors or Creditors Listing === | ||
See [[How do I print an Aged Debtor or Creditor List?]] for details on how to print off an Aged Debtors or Creditors Listing. | See [[How do I print an Aged Debtor or Creditor List?]] for details on how to print off an Aged Debtors or Creditors Listing. | ||
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| + | === Journal Entries === | ||
| + | See [[Posting Journals]] for details on how to post journals. | ||
=== Reconciling your Bank Account === | === Reconciling your Bank Account === | ||
See [[Reconciling your bank account]] for details on how to reconcile your bank account. | See [[Reconciling your bank account]] for details on how to reconcile your bank account. | ||
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=== Month End Procedure === | === Month End Procedure === | ||
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For procedures that you should carry out on a regular basis to maintain your system, please see [[Recommended Accounting Routines]]. | For procedures that you should carry out on a regular basis to maintain your system, please see [[Recommended Accounting Routines]]. | ||
| − | Based on our customers' experiences, carrying out these tasks regularly keeps your system tidy and accurate. This means that you can place your trust in the information that it provides, allowing you to focus on increasing the efficiency and profitability of | + | Based on our customers' experiences, carrying out these tasks regularly keeps your system tidy and accurate. This means that you can place your trust in the information that it provides, allowing you to focus on increasing the efficiency and profitability of your business. |
{{ZN_Accounts}} | {{ZN_Accounts}} | ||
Revision as of 13:52, 8 September 2011
Contents
Summary
The following article explains how to get started with Accounts.
More Information
Overview
The accounting package in Platinum consists of Sales Ledger, Purchase Ledger and Nominal Ledger. These packages are integrated with the other Platinum modules to avoid having to re-key data and hence to increase efficiency and accuracy of information. The accounts package is capable of producing accounts through to trial balance level, including management accounts and budgeting.
Handling Takings
See How should I handle takings? for details on how to deal with takings.
Till Corrections
If your end of day report does not agree with your takings in the till, see How to deal with end of day till corrections.
The Banking Journal
When you pay money into the bank, see The Banking Journal.
Posting Payments Received
See Posting Payments Received for details on how to post a receipt against a customer's account.
Posting Purchase Invoices
To enter supplier purchase invoices and credit notes, see Posting Purchase Invoices.
Paying a Supplier
See Paying Suppliers for details on how to pay a supplier.
Printing off an Aged Debtors or Creditors Listing
See How do I print an Aged Debtor or Creditor List? for details on how to print off an Aged Debtors or Creditors Listing.
Journal Entries
See Posting Journals for details on how to post journals.
Reconciling your Bank Account
See Reconciling your bank account for details on how to reconcile your bank account.
Month End Procedure
For details on how to process a month end, see How to process a month end.
Regular Tasks
For procedures that you should carry out on a regular basis to maintain your system, please see Recommended Accounting Routines.
Based on our customers' experiences, carrying out these tasks regularly keeps your system tidy and accurate. This means that you can place your trust in the information that it provides, allowing you to focus on increasing the efficiency and profitability of your business.
