Simply Accounting
Outline
- Basic Features
- Start-up
- Settings
- Other Set-up
- Chart of Accounts
- Customer Accounts
- Vendor Accounts
- Employee Accounts
- Customizing Windows
- Routine Transactions
- Other Transactions
- Modifying Transactions
- Reconciling Accounts
- Reports
- Importing/Exporting
- Period-End Activities
Basic Features
- Windows
- Home
- Transactions
- General Journal
- Reconciliation
- Inventory
- Reports
- Look-up
- Start-up
- Settings
- Wizards
- Chart of Accounts
- GIFI Codes
- Customer Accounts
- Vendor Accounts
- Employee Accounts
Start-Up
- Opening Simply
- Finding Data File
- Starting a new company
- Default Accounts
- Starting from scratch
- Start Date
- Fiscal Year
- Session Dates
- Saving Data
- Naming files
- Save As
- Back Up
- Compacting Data
- Users
- Passwords
Settings
- Company
- Credit Cards
- Sales Taxes
- E-mail messages
- General
- Vendors & Purchases
- Customers & Sales
- Comments
- Payroll
- Inventory & Services
- Price Lists
Other Set-Up
- Budgets
- Credit Cards
- Used
- Accepted
- Daily Business Manager
- Daily & Monthly Checklists
- Forms
- Historical Entries
- Linked Accounts
Chart of Accounts
- Classification
- Numbering
- Types
- Adding
- Modifying
- Deleting
Customer Accounts
- Customer Information
- Options
- Assigning Revenue Account
- Statements
- Sales Taxes
- Historical Amounts
Vendor Accounts
- Vendor Information
- Options
- Assigning Expense Account
- Sales Taxes
- Historical Amounts
Employee Accounts
- Personal Information
- Job Category
- Taxes
- Income
- Vacation Pay
- Deductions
- WCB
- Historical Amounts
- ROE
Customizing Windows
- Sales
- Purchases
- Miscellaneous
Routine Transactions
- Entering “on the fly”
- Routine processing
- Recurring transactions
- Repeating transactions
- Previews
- E-mails
Other Transactions
- Deposits
- Prepayments
- Receipts
- Refunds/ Returns
Modifying Transactions
- Finding
- Voiding
- Adjusting
Reconciling Accounts
- Bank Accounts
- Credit Cards
- Inventory
Reports
- Financial
- Banking
- Vendors & Purchases
- Customers & Sales
- Sales Taxes
- Payroll
- Inventory
- Other
- Graphs
Importing & Exporting Data
- From/to Simply:
- a current version
- another version
- another computer
- Remote access
- alternate file formats
- other accounting software
- NO Transaction transfers
Period-End Activities
- Remittances
- Sales Taxes
- Source Deductions
- Working Papers
- Balancing
- Closing Accounts
- Bringing Balances Forward
- Changing Year
- Year-End
- Calendar
- Clearing old information
- Creating accountants copy
- Fiscal
- Reports
