The Action ribbon is used to manage the following:
•Master Files – Ledger accounts (chart of accounts), customers, vendors, contacts, inventory items, appointments, tasks, etc.
•Transactions - Processing of transactions in sales documents (i.e. invoices, credit notes and estimates) and purchase documents (i.e. purchases, supplier returns and orders), journals, managing open item accounts (adjust payment dates and / or process receipts / remittance advice for payments and / or refunds, etc.
•Periodic Processing – Reconciliation, Repeating transactions and invoices.
•Search – Search for data and print transactions and documents, etc.
•Help – Access the help file, websites (forum, bug reporting, webshop), support details, etc.
The following seventeen options (17) options are available:
1.Documents - Access, process and manage sales documents (i.e. invoices, credit notes and estimates) and purchase documents (i.e. purchases, supplier returns and orders).
2.Customers - Create / edit customer accounts.
3.Vendors - Create / edit vendor accounts.
4.Inventory items - Create / edit inventory (inventory) items.
5.Journal entry - Enter and process transactions in journals.
6.Reconciliation - Reconcile transactions in payment and receipt journals (linked to a bank account) with bank statements.
7.Open item link - Process / edit links for accounts set as Open item accounts. You may also adjust the payment dates for these accounts or process a receipts or payments.
8.Contacts - Create / edit contact persons and print a list of contacts.
9.Calendar - The calendar / planner allows you to manage (schedule, add, edit, delete) events (appointments, customer appointments, vendor appointments, repeating invoices and to generate estimates / invoices for events). It also allows you to (add / edit / delete) contacts and tasks.
10.Accounts - Create, edit, delete general ledger accounts (income / expense, bank and tax accounts).
11.Update ledger - Update (post) sales documents (i.e. invoices and credit notes) and purchase documents (i.e. purchases and supplier returns) and journals to the ledger.
12.Help - Access the following eight (8) options:
a)Help - Launch the TurboCASH Help System where you may locate topics on TurboCASH.
b)About TurboCASH - View the version and release date of the program and the version of your Operating System.
c)Support - View contact information of TurboCASH or go to the Support page via the Internet.
d)Show Welcome - By default, the Welcome to TurboCASH screen displays the website. If the Welcome to TurboCASH screen is not displayed, it will launch the Welcome to TurboCASH screen.
e)Online registration - Register the TurboCASH program.
f)Forum - Please visit our Forum to find solutions or to post comments, etc.
g)Webshop - Please visit our webshop.
h)Bug report - View, search and report any bugs on our bug-tracking system at Sourceforge.
13.Edit - Access the following three (3) options:
a)Repeating transactions - Enter / edit transactions in journals of a recurring nature.
b)Repeating invoices - Generate and process invoices of an recurring nature.
c)Delete - Delete sales documents (i.e. invoices, credit notes and estimates) and purchase documents (i.e. purchases, supplier returns and orders).
14.Input - Access the following six (6) options:
a)Adjust inventory - Access the Edit Inventory screen.
b)Confirm - Confirm and convert estimates to invoices and orders to purchases.
c)Backorders - Add, edit and delete back orders for inventory items.
d)Sales documents - Process / edit invoices, credit notes and estimates.
e)Purchase documents - Process / edit purchases, supplier returns and orders.
f)POS Invoice - Run and manage a point-of-sales shift and process point-of-sale invoices.
15.Search - Launch the Investigator to search and filter for data in the Set of Books.
16.Projects - By default, this option is inactive. Once project is activated, you may process transactions for projects and print project reports.
17.Workflow - To be advised.
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