Basic guide to setting up payroll
Setup your accounts and account defaults.
Step 1.
Go to Ledger > Account Setup and add all employees as sub accounts of the main general ledger account, salaries.
Quick guide to – How to pay supplier invoices
Step 1:
You will need to select what reconciliation mode to use for the supplier you want to pay.
For this you need need to open the supplier master. We are going to use the “Invoice” Payment allocation type for this scenario. To use the “status” recon method click here:
http://www.smart-it.co.za/help/supplier-reconciliation.htm
How to add your company details
New feature: Invoice rules
Why would you want to use this feature?
Example 1:
You sell car batteries and by selling a car battery the client will get a discount for his/her used battery that they are returning. (used battery needs to be loaded as a trade-in item. Click here for more info on trade in items, ( http://bit.ly/SiStockAdditionalInfo)
When selling the new battery, Smart iT will automatically load used battery.
Example 2:
You sell tyres and when selling tyres, you always need to load wheel alignment.
When selling the tyres, Smart iT will load the wheel alignment automatically.
Combat Shrinkage & Poor Administration
The key is a good stock take module
The main sources of shrinkage according to Fidelity Security Group includes dishonest employee theft (39%), shoplifting (38%), administration/non-crime losses (16%) and supplier fraud (7%)
The question is how to combat these shrinkages. For now, we are only going to concentrate on POS systems and what they can do.
One of the best methods to contain shrinkage is to have an effective stock take system to help determine where the theft occur and what items are targeted.
Are you losing out?
Are you losing out because you are not using gift cards, loyalty cards or promotional vouchers?
A successful business is always improving and responsive to changing customer needs. Here are some tips on making small changes that can increase your sales and boost your customer service.
Feature: Bulk email invoicing
Do you ever get frustrated when a customer asks you to send him all his invoices that are outstanding?
With Smart iT that is not a problem. See steps on how to make your life easier.
VAT 15%
WE ARE READY FOR THE NEW VAT!
Smart iT has made this transition so easy that by a push of a button you are ready for the NEW 15% VAT!
Use this form to update your VAT from 14% to 15%
Go to Ledger > Extra > VAT Change
Program Update 07 Mar 2018
07 Mar 2018 17:24
- quote: select warehouse by keyboard
- Supaquick: add customer account number
- supplier advice note: fix reconciled showing on completed/captured recon
- prestashop autosync error on order import
- stock turnover: fix divide by zero error
- sales overview: fix loading data twice on open
- security form: not allow delete if no edit
- crn: select tillno with security setting
- VAT change form
- under GL -> Extra
- Updates active Quote, Sales Order, Jobcard, Recurring Invoice
- Can reverse changes by reversing the rates but keeping other settings the same
- option to Keep Totals (decrease price) or to Update Totals (keep price)
- VAT change automatic popup at log in on from 1st April(Sunday) to 4nd April(Wednesday) for administrators if not changed
- stock turnover: fix overflow error
- customer ext lookup: bulk change auto email invoice
- grv lookup: right click export to XLSX
- grv process: made stock update faster
- sales order picking list: add support for group headings
- payslip: 2019 tax year PAYE tables
- customer new default: payment terms