Change PSM Setup Table

 

 

This form allows you to change and display information about your company.

 

Buttons:

 

System Options

 

AR Closing

This button brings up a message with a check box. If the box is checked, you will be prompted to close each month. Each month will be closed to further transactions.

All payments, adjustments, and all invoices must be posted before the month will close. You will not be able to change any payments or invoices in a closed month.

 

Service Charge Statement

Displays a notepad that allows you enter a statement to be printed whenever service charges are printed.

 

Fields:

 

Name / Address

 

Self-explanatory fields.

 

Next Number

 

The next number to be used to identify a new quote, invoice, or customer.

 

General

 

Default Quote Level

Determines if the default quote detail level is minimum or maximum.

 

Federal Tax

Enter the applicable federal tax rate.

 

State Tax Rate

Enter the applicable state tax rate.

 

Franchise Information

 

Enter the applicable franchise information.

 

Service Charge

 

Service Charge per Year %

The rate for service charges per year.

 

Minimum Service

The minimum service charge that can be added in the Add Service Charge form.

 

Messages

 

Enter any general messages to be printed here.