Opstel onderneming

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In die Opstel onderneming word die onderneming se besonderhede soos die adres, e-posadres, kontaknommers, onderneming se registrasie- en BTW-registrasienommers, ens. ingesleutel.  Dit sal op verslae, lyste en dokumente, ens. vertoon word.

U kan ook kies of u verslae, dokumente en lyste outomaties na die skerm, drukker, lêer, faksimilee of e-pos gedruk moet word. U kan ook die u “Windows” bedryfstelsel se datum- en geldeenheid formate hier stel.

U kan ook u onderneming se logo wat u op dokumente en rekeningstate wil vertoon, hier laai. U moet die opsie om die logo op dokumente te druk (of nie) in die Opstel dokumente stel.

Om die onderneming se inligting en opsies te stel:

1.Op die Opstel-duimgids, kies Opstel onderneming. (Ctrl+F5).

2.Sleutel die naam en adres sowel as die poskode van u onderneming in.

3.Sleutel u onderneming se registrasienommers in, indien van toepassing.

Neem kennis van die volgende inligting met betrekking tot registrasienommers:

Registrasienr. - Indien u onderneming as 'n maatskappy, nie-winsgewende onderneming, beslote korporasie, trust, ens. geregistreer is, moet dié veld voltooi word.

BTW Registrasienr. -Indien u vir BTW geregistreer is, moet dié veld voltooi word.

4.Sleutel u telefoon- en faksnommer in en E-posadres in, waar van toepassing.

5.Bankbesonderhede - (Opsioneel). U kan die besonderhede vit tot twee (2) bankrekeninge insleutel:

a)Banknaam 1 - Sleutel die naam van u bankrekening in.

b)Houer se naam 1 - Sleutel die takkode in.

c)Bankrekeningnr. 1 - Enter the bank account number, if available.

d)SWIFT nr - (Society for Worldwide Interbank Financial Telecommunication). Enter, if available.

SWIFT - See http://en.wikipedia.org/wiki/SWIFT / http://www.theswiftcodes.com/

SEPA - (Single Euro Payments Area) - See - http://en.wikipedia.org/wiki/Single_Euro_Payments_Area

e)IBAN nr - ("International Bank Account Number").

See http://en.wikipedia.org/wiki/International_Bank_Account_Number

f)BIC - ("Bank Identifier Code").

Your banking information can be used on the BankInvoice layout file or you may add these on your layout files, in the Report designer (accessed from the Reports ribbon or Setup ribbon).

Die bankbesonderhede vir Bank 1, al on die Debitere (kiënte / klante) se rekeningstate soel as die volgende fakture (dokumentuitleglêers uitdruk:

Faktuur Bankdetail (15 kodes)

Faktuur Bankdetail (10 kodes)

Faktuur Bankdetail (geen kodes)

Toets Faktuur (Engels) LET WEL - Hierdie faktuur sal slegs in Engels druk.

Dokumentuitleg (10 kodes)

Dokumentuitleg (15 kodes)

Dokumentuitleg (geen kodes)

6."Additional Data" - Indien u 'n webtuiste op u verslae wil vertoon, kan u die webtuiste insleutel.

Die "Webtuiste" se inligting wat u hier insleutel, sal op alle verslae en dokument uitleglêers waarop die Onderneming se inligting gedruk word.

7.Kliek op Opsies.

Die Opsies skerm is soos volg:

1.Die “BTW-metode” is op “Faktuurbasis” gestel. Moet dit nie wysig nie.  

2.Kies die “Verstek uitset” opsie (d.i. skerm, drukker, lêer, faks of e-pos).

6.U kan die onderneming se logo laai of verwyder.

Indien u die onderneming se logo wat 'n adres insluit op dokumente (fakture, ens.) en debiteure se rekeningstate wil laat druk, kan u op die Laai van lêer knoppie kliek om die logo van 'n geldige lêerformaat op u stelsel te laai.

7.Kliek op die Stel die Windows datum formaat/styl knoppie om die datum en geldeenheid formaat vir u eie streek te stel.

Dit is belangrik om die Windows datum formaat te bevestig en die formaat te wysig, indien nodig, aangesien dit die formaat sal bepaal waarin die datums vir transaksies ingevoer en op state, verslae, lyste, soek skerms, ens. vertoon sal word.

Die datum vir 1 Maart 2018 kan moontlik in een van die volgende formate vertoon word:

JJ/MM/DD      - 18/03/01

DD/MM/JJ      - 01/03/18

JJJJ/MM/DD - 2018/03/01

DD/MM/JJJJ - 01/03/2018

Die JJJJ/MM/DD (2018/03/01) is die formaat wat in dié dokumentasie gebruik word.  

8.Kliek Goed om die wysigings te stoor.








This option allows you to enter all your business' details such as the address, e-mail address, contact numbers, company and tax registration numbers. These will be displayed on all reports, statements and lists. It is also important to set the Windows default date and currency formats.

You may also load a logo picture to be displayed on your documents and / or statements. For documents you need to select to print the logo on documents, or not, in Opstel dokumente (Aksie-duimgids).

To enter and set the Company info and defaults:

1.On the Setup ribbon, select Company info (Ctrl+F5). The Company info screen is displayed:

For the purpose of this tutorial, the relevant company details are already entered in the “HANDYMAN” Set of Books we have selected.

2.Check the details of the company.

Company Reg. No.

If you are registered as a company, a close corporation or a non-profit organisation, the relevant registration number must be entered.

Tax Reg. No.

If you are registered as a VAT/GST/Sales Tax vendor, the VAT/GST/Sales Tax registration number must be entered.

Bank name 1 / 2, Holder's name (Branch code) 1 / 2, Bank account no. 1 / 2, SWIFT 1 / 2 and / or IBAN 1 / 2. may be entered if available.

Your banking information can be used on the BankInvoice layout file or you may add these on your layout files, in the Report designer (accessed from the Reports ribbon or Setup ribbon).

3.Banking Details (Optional). You may enter up to two (2) fields for the following:

a)Bank name - Enter the name of the bank, if available.

b)Holder's name - Enter the branch code, if available.

c)Bank account number - Enter the bank account number, if available.

d)SWIFT - (Society for Worldwide Interbank Financial Telecommunication). Enter, if available.

SWIFT - See http://en.wikipedia.org/wiki/SWIFT / http://www.theswiftcodes.com/

SEPA - (Single Euro Payments Area) - See - http://en.wikipedia.org/wiki/Single_Euro_Payments_Area

e)IBAN - (International Bank Account Number). Enter, if available.

See http://en.wikipedia.org/wiki/International_Bank_Account_Number

f)BIC - (Bank Identifier Code). Enter, if available.

Your banking information can be used on the BankInvoice layout file or you may add these on your layout files, in the Report designer (accessed from the Reports ribbon or Setup ribbon).

3.Additional Data (Optional). Enter a contact name, mobile telephone number and or your company's website.

This information can be added to reports and layout files, in the Report designer (accessed from the Reports ribbon or Setup ribbon).

These fields were created (added) using the FreeFields Plugin. This Plugin is available as a commercial plugin.

4.Click on the Options button. The Company info - Options screen is displayed:

5.The Tax Method is by default set to Invoice Based.  For the purposes of this tutorial, the Invoice Based Tax Method is used.

6.Select your default output options for screen, printer, file, fax or e-mail. For the purposes of this tutorial, select “Screen”.

7.Select “100%” for the Default Zoom Preview.

8.Company Logo leave blank for the purposes of this tutorial.

If you have a company logo or picture, which includes the address, you may right-click on the Company logo to load the logo from a valid file format on your system.

This logo can be selected to display on documents (invoices, etc.) and statements.

9.Click on the Set Windows Date Format/Style button to set the date format of your operating system.

This option does not work on Linux or Apple operating systems. The settings for this, should be done via the specifics of that operating systems.

If the Set Windows Date Format/Style button does not launch your operating system's (version of Windows™), Regional Settings, you need to open the Regional and Language Settings in the Control Panel to set the format of the Short Date and the correct Currency Symbol.

It is important to check your Windows Date Format, since this format will determine the format in which you will enter your dates for your transactions.

It will also determine the format in which your dates will be displayed in the lookup facilities, screens, reports, debtor statements, etc.

The date for 1 March 2016 may be displayed in one of the following formats:

YY/MM/DD     - 16/03/01

DD/MM/YY     - 01/03/16

YYYY/MM/DD  - 2016/03/01

DD/MM/YYYY  - 01/03/2016

The YYYY/MM/DD (2016/03/01) is the format, which is used in this help file.

10.Click on the OK button to save your changes.

Created with the Personal Edition of HelpNDoc: Produce electronic books easily