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taken from the Accounting Made Easy e-book








MENU OPTIONS
EDIT MENU
  
This menu allows you to create new master records, edit or delete existing master records. Master files are those records, which may be selected from a search facility or lookup facility when processing transactions, generating reports, lists etc. Each type of these master files contains specific information regarding the master file. For example, the bank account contains the payments and receipts batch type, the debtors account contains certain information regarding the debtor's contact details and the terms of your agreement with the debtor, etc.

To Access the Edit Menu:
Click on the Edit menu option or press the and keys on your keyboard. A list of the 8 menu options will be displayed. The available shortcut keys to access the options from your keyboard are indicated next to the menu option.

Click to Open, Create, Close, Delete, Save, Backup, Restore, Data Re-index a Set of Books, to Choose a Different Language or Exit the TurboCASH program. Click to create a new or edit or to delete a Bank, Creditor, Debtor, General Ledger or Tax Account, Budget, Contacts, Stock Items, User Reports, Repeating Entries, Repeating Invoices or to delete Documents. Click to do Stock Adjustments, enter transactions, copy Repeating Transactions into a Batch, generate Documents (Invoices, Credit Notes, Quotes, Purchase, Goods Returned or Orders, confirm Quotes and Orders, Print Delivery Notes or Documents, POS invoices, editing Open Item Links and to update or post documents and batches. Click to generate Batch Type, Creditor, Contact Listing, Debtor, General Ledger, Bank Reconciliation, Document Listing, Stock, Sales Analysis, POS Reports, Purchase Analysis, Tax and User Reports. Click to Set up Preferences and System Parameters. Click to initiate the Calculator, Global Processes, Search, Report Designer, T-Account Viewer, Export and Import Data, Data Integrity Check, Script Engine, Customise Languages and Plug-ins. Click to create, edit or delete a Bank, Creditor, Debtor, General Ledger or Tax Account. Click to create or edit budget figures for the accounts. Click to create Contacts or to edit the information of a Contact. Click to delete Contacts, User Reports or Documents. Click to enter repeating transactions in a batch. Click to generate Invoices of a Repeating nature. Click to create, edit or delete Stock Items. Click to create or edit User Reports. Click on the Setup - Preferences - Theme menu option to change the theme. Click on the Setup - Preferences - Colours menu option to change the colours.
Select one of the available options:

Option Description
1. Accounts - Create new accounts, edit or delete any of the existing accounts. There are 5 account types to select from:
  1. Bank Accounts

  2. Creditor Accounts

  3. Debtor Accounts

  4. General Ledger Accounts

  5. Tax Accounts
2. Budgets - Create, edit or delete budget figures for any of the available accounts.
3. Contact - Create or edit information regarding contact persons.
4. Delete - Delete any existing contacts, user reports, or documents.
  1. Documents for debtors are invoices, credit notes and quotes.

  2. Documents for creditors are purchases, goods returns and orders.
5. Repeating Entries - Create and edit transactions in any available batch type, which may be copied to a normal batch type.
6. Repeating Invoices - Select any available invoice or invoices to copy from the invoice history. This will generate a new invoice reflecting the transactions of the selected invoice or invoices.
7. Stock Items - Click to create new stock items or to edit or delete any existing stock items.
8. User Reports - Create specific user reports or customised reports for specific requirements. These are in addition to the wide range of standard reports, which are available in the Reports menu option.

If you do not trade in stock items or if you do not generate documents in the Input - Documents menu option from your stock item code file, you will not be using the Edit - Repeating Invoices and Edit - Stock Items menu options.

GNU Free Documentation License 1.2 SourceForge
Content released by Digidan under the GNU Free Documentation License 1.2.