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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.
10 trades a month.
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.