Difference between revisions of "How do I create an internal account?"

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(New page: == Summary == The following article shows the preferred method for setting up an Internal Account from within Platinum. == In Detail == *Get into "Accounts" -> "Sales Ledger" -> "Customer...)
 
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== Summary ==
 
== Summary ==
 
The following article shows the preferred method for setting up an Internal Account from within Platinum.
 
The following article shows the preferred method for setting up an Internal Account from within Platinum.
  
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== In Detail ==
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== More Information ==
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*Get into "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and in the "Search On" field, type the word "internal" and press {{KeyPress|F6}} to create a new account.
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Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and in the {{DataPrompt|Search On:}} field, type the word {{DataValue|internal}} and press {{KeyPress|F6}} to create a new account.
 
*On the first tab, fill out all the relevant contact details for the invoice account.
 
*On the first tab, fill out all the relevant contact details for the invoice account.
 
*Next, press the {{KeyPress|Invoicing}} tab and amend the fields listed below as follows:
 
*Next, press the {{KeyPress|Invoicing}} tab and amend the fields listed below as follows:
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**Centre Modifier: Type "I" and then press {{KeyPress|Enter}}and then press {{KeyPress|Enter}} on the warning message that is displayed.
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**Centre Modifier: Type {{DataValue|I}} and then press {{KeyPress|Enter}}and then press {{KeyPress|Enter}} on the warning message that is displayed.
 
**Set the V.A.T. rate to the Exempt Rate set for your system.
 
**Set the V.A.T. rate to the Exempt Rate set for your system.
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**Payment Centre: Get the cursor in the Ledger Centre field and press {{KeyPress|Ctrl+F1}} to bring up a search box, and then type "internal" and press {{KeyPress|Enter}}.  Select the relevant centre for the internal account in question.  If a suitable one doesn't exist, contact your Accounts Department and ask that they create one for you.
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**{{DataPrompt|Payment Centre:}} Get the cursor in the Ledger Centre and press {{KeyPress|C-F1}} to bring up a search box, and then type {{DataValue|internal}} and press {{KeyPress|Enter}}.  Select the relevant centre for the internal account in question.  If a suitable one doesn't exist, contact your Accounts Department and ask that they create one for you.
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**Cash Sale: Set this filed to "Yes", so that invoices are payed off immediately to the internal account specified in the above step.
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**{{DataPrompt|Cash Sale:}} Set this to {{DataPrompt|Yes}}, so that invoices are paid off immediately to the internal account specified in the above step.
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**Internal: Set this to "Yes" (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).
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**{{DataPrompt|Internal:}} Set this to {{DataPrompt|Yes}} (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).
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*Now click {{KeyPress|Groups/Analysis}} tab and in the "Group" field, type "INT".  Once again, this will aid you for reporting purposes.
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*Click {{KeyPress|Groups/Analysis}} tab and in the "Group" field, type {{DataPrompt|INT}}.  Once again, this will aid you for reporting purposes.
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{{FAQ}}{{KB_Tags|Creating internal accounts}}{{KB_NL}}{{ZN_Admin}}

Revision as of 16:43, 19 May 2009

 This article or section is under review.
Be aware: Content may change as the document is reviewed.

Summary

The following article shows the preferred method for setting up an Internal Account from within Platinum.

More Information

Go to "Accounts" -> "Sales Ledger" -> "Customer File Maintenance" -> "Add or Edit Customers", and in the "Search On:" field, type the word 'internal' and press <F6> to create a new account.

  • On the first tab, fill out all the relevant contact details for the invoice account.
  • Next, press the <Invoicing> tab and amend the fields listed below as follows:
    • Centre Modifier: Type 'I' and then press <Enter>and then press <Enter> on the warning message that is displayed.
    • Set the V.A.T. rate to the Exempt Rate set for your system.
    • "Payment Centre:" Get the cursor in the Ledger Centre and press <Ctrl+F1> to bring up a search box, and then type 'internal' and press <Enter>. Select the relevant centre for the internal account in question. If a suitable one doesn't exist, contact your Accounts Department and ask that they create one for you.
    • "Cash Sale:" Set this to "Yes", so that invoices are paid off immediately to the internal account specified in the above step.
    • "Internal:" Set this to "Yes" (Transactions to internal accounts are considered "Outside the Scope" for V.A.T. purposes and will not appear on your VAT100 report).
  • Click <Groups/Analysis> tab and in the "Group" field, type "INT". Once again, this will aid you for reporting purposes.


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