Preferences – Items

By |2021-07-26T14:59:29-05:00July 26th, 2019|Comments Off on Preferences – Items

Introduction

The Items preference window is where to configure certain invoice item related default values and functions.

Form Access

  • From the main menu, click Edit | Preferences, or

  • From the toolbar, click the Preferences button.

Field & Button Definitions

  • Asset Account – Used to select the default asset account to propose when setting up certain invoice items (like inventory items, for example).
  • COGS/Expense Account – Used to select the default cost of goods sold (COGS) or expense account to propose when setting up certain invoice items (like inventory items, for example).
  • Income Account – Used to select the default income account to propose when setting up certain invoice items (like inventory items, for example).
  • Adjustment Account – Used to select the default adjustment account to propose when entering inventory adjustments.
  • Markup Method – Used to select the markup method to propose when setting up certain invoice items (like inventory items, for example).
  • Tax Code – Used to select the default tax code to propose when setting up certain invoice items (like inventory items, for example).
  • Preferred Vendor – Used to select the default vendor to propose when setting up certain invoice items (like inventory items, for example).
  • Use Item Alias Feature – When ticked, enables the “Item Alias” functionality in the program.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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