Setup of Documents is a once-off process.

Settings on the Setup ribbon:

  1. Setup → Documents – Check document numbers, messages, set Layout files, etc.

In TurboCASH3, TurboCASH4 and TurboCASH5, osFinancials4, and TurboCASH5.2 (Build 299) the F9:Comments was always, by default, inserted after a selected stock item. 

After TurboCASH5.2 (build 300) onwards, the F9:Comments is inserted before a selected stock item. 

In TurboCASH5.2 (build 398) an option "Append notes after item" (Setup → Documents setup (Setup ribbon)) is added to set the preference if Comments should be added before, or after, a selected stock item when processing documents and printing comments on layout files. 

The default "Append notes after item" setting is not selected. It will display on document lines and document layout files as follows: 

  1. Comment 
  2. Item 
  3. Remark 

The "Append notes after item" setting is TICKED (selected). It will display on document lines and document layout files (like in TurboCASH3 / TurboCASH4 / TurboCASH5 / osFinancials4 and before build 300 of TurboCASH5.2 / osFinancials5) as follows: 

  1. Item 
  2. remark 
  3. Comment 
  1. Setup → Groups – Add the Cost of sales reporting group under Account group 1 (Reporting group 1). Also Add Reporting groups 1 and 2 for Document groups and Stock group 1 /2, where applicable.
  2. Setup  → Salesperson – Add Salespersons.  
  3. Setup → Batch types – Add Cost of sales batch (only to be used with Cost of sales settings for the Default stock item type). 
  4. Setup → Stock information – Unit prices, Selling price descriptions, Default Selling price.
  5. Setup → Accounts – Create a Cost of sales account for Trading stock.

Settings on the Default ribbon:

  1. Creditors – Create a Sundry Supplier account.
  2. Debtors – Create a Cash Customer and Linking Debtors to a Salesperson.