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Accounting - Overview |
  
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Accounting - Overview |
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Much of what bookkeepers and accountants are looking for has already been set up by default when you installed POSitive and created your own company. In other words, you can just run POSitive as it is and it will work just fine.
However, some bookkeepers may want to modify POSitive to eliminate, modify, or add some functions and features.
Bookkeeper Related Topics
Here are several areas where some setup may be advisable.
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Subject Matter |
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How do you want to handle Accounts Payable? |
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Will you be doing Accounts Receivable? Printing AR Statements? |
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Do you want to use the POSitive Checkbook? |
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Do you plan to pay Commissions? |
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Credit Card Processing requires additional software and hardware. |
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Understand how Deposits work |
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Will you be using Third-Party Billing? |
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Do you need to change the General Ledger's Chart of Accounts? And the POSitive GL Interface? |
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There are several ways to do Payouts to customers and vendors. |
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Make sure your are charging the correct Sales Tax |
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Change the default Tender names, remove credit card types which you will not be using, set credit cards to use "electronic verification." |
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Things a Sales Clerk or Cashier Needs to Know |
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