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Setting Up Company Information

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This option allows you to set up information specific to your store. The Set Accounting Periods screen contains the entry date and the accounting periods for each of the modules. The proper period for all modules can be set on this screen. You should check this screen before you begin to enter data into the modules.

Use the following steps to set up your company information:

  1. On the Main Menu, select System Setup Menu.
  2. Select Set Up Company Information (5).
  3. In the Current Entry Date field, type today’s date and press [Enter]. The period fields represent the current Accounting period for the module listed. For example, if you are in the sixth month of your fiscal year, the fields for the features you use would contain 6.
  4. The screen you are on is displayed below.

Use the following field definitions to determine which fields to fill in:

Accounts Receivable Accounting Period

This period represents the current Accounts Receivable period.

Point Of Sale Accounting Period

This field is important if you use an automatic interface to an accounting system. Accounting information transferred to your accounting software is attached (or posted) to this period.

  1. Press [F7] to receive the next screen.

Note: If you press [F7] to move to the next screen, your changes will not be lost. However, you must press [F4] to save your changes before you press [Esc] [Esc]. Saving changes on one screen in a set of screens automatically saves changes to all screens in the set. A set of screens has the words Screen – of – in the upper right corner (see above).
  1. Fill in the company name and address (required) and your tax ID (optional).
  2. When you are finished, press [F4] to save your information and return to the System Setup Menu.