| Table of Contents | ||
|---|---|---|
|
Standard Accounting
Not Multi-Currency & Not Multi Ledger
Import GoldFinch GL Accounts
Add Accounting Variables - So you can create a P&L by Location
Trade Ins
AATC does about 10 trades a month.
Should reduce the AR.
Trade in does reduce taxes.
Create AP if the amount if negative.
Sales Invoice
Tax Liable always defaulted to “Yes”
Unless the client is tax exempt
Payment Terms
Need the ability to change Bill-to for different financing company, so that AR is posted to the lender
Allow Cash down payment
Tax
Setup tax rules
Financing
AP Report - Serial Numbers Sold
Do not pay financing company until the item was sold.
Serial Number Cost
Each item ledger entry shows the total cost for a specific serial number.
Total cost includes
Purchase Price
Landed Cost
Find out total cost should include additional fields
Checks
Order Check Stock https://help.goldfinchcloudsolutions.com/goldfinch/order-check-stock
Bank Accounts
AATC has 2 different bank accounts that are used depending on the store.
Tills should go to undeposited receipts and Marty will book to the correct bank account when he takes the deposit.
...