Customer Questions

| Issue | Solution | |-------|----------| | Invoice created with discount that wasn't accepted | Enable discounts from the "Establishment Data" screen by activating the "Discounts" option | | Balances not appearing in the Trial Balance | First, ensure the old fiscal year has been posted | | Item not appearing in the Sales screen when entering barcode, and you don't want unavailable items to show | Go to Permissions and enable the "Check Inventory at Sale" option | | Bank statement differs from accounting entry | When displaying the bank statement, you must disable the "Show Balances Before the Specified Period" option | | When selling an item and you want prices to include tax | Next to the item name there is a sign – click it and disable "Sale Price Includes Tax" | | Opening balances not appearing despite confirming fiscal year posting | Ensure during posting that the customer name is not longer than the allowed limit | | Sales invoice showing a problem in the total | Ensure tax is activated by going to "Establishment Data" and enabling the "Activate Tax" option | | Accounting entry not appearing in the sales invoice | Ensure the discount is in the correct format | | Unable to perform any transactions after reopening the previous fiscal year | After reopening the previous fiscal year, ensure inventory movement is activated by going to the Financial System, then Setup, then Fiscal Years, clicking the New button, then enabling "Inventory Movement" | | Report created but not displaying | First, refresh the page | | Inventory transfer approved but contains an error | Perform a reversal transaction – transfer from the warehouse it was transferred to back to the warehouse it was transferred from | | How to modify a sales invoice | Go to the Sales screen, then enter the Invoices screen, search for the invoice, select the invoice number to be modified, then save | | Question about postings and items | After posting the fiscal year, the items currently in stock are posted, not the opening quantities | | How to print monthly sales reports | Go to the Sales screen, then Sales Reports, select the desired report, specify the date, then print | | Printer not printing | First, verify the printer connection program – check if the printer is connected. If not connected, connect it | | Closed fiscal year but expenses not showing in current Trial Balance | When closing the fiscal year, expenses are closed to the Profit and Loss account – meaning they are zeroed at the beginning of the new year. Any item from the Income Statement is zeroed | | Can you change the currency in a sales invoice? | You can change the currency in a sales invoice by going to Additional Options | | How to zero a purchase order | Go to Additional Options, then zero the order | | Item not appearing in the purchase invoice | A good item must first be entered from the Item Data screen |