AutoCount Cloud Accounting
A5.66 : Master Data - Sales & Purchase : Product
This function allows you to maintain products or services that your company purchase or sell. It is used when performing inventory related transactions such as Sales, Purchase and Stock transactions. To access Product, click on the Master Data icon > ...
A5.65 : Master Data - Sales & Purchase : Sales Agent
This function allows you to maintain Sales Agent of your company. Sales agent is usually assigned to specific customer or transaction entries. To access Sales Agent, click on the Master Data icon > Sales Agent. Creating a new Sales Agent To create a ...
A5.64 : Master Data - Sales & Purchase : Credit Term
This function allows you to maintain Credit Terms applied by your company. Credit term is used in your Sales and Purchases entries. To access Credit Term, click on the Master Data icon > Credit Term. Creating a new Credit Term To create a new Credit ...
A5.63 : Master Data - Sales & Purchase : Area
This function allows you to maintain Area for your customer or supplier. Area is used to classified customer or supplier for reporting purpose. You can create areas such as Selangor, KL, Penang etc. To access Area, click on the Master Data icon > ...
A5.62 : Master Data - Accounting : Payment Method
This function allows you to maintain payment methods operated by your company. Payment method are usually distinguished by Cash, different banks or any other payments that you used to pay to your supplier or receive from your customer. To access ...
A5.61 : Master Data - Accounting : Journal Type
This function allows you to maintain Journal Type. Journal Type is used to properly classify your accounting entries. To access Journal Type, click on the Master Data icon > Journal Type. Creating a new Journal Type To create a new Journal Type, ...
A5.60 : Master Data - Accounting : Creditor
This function allows you to maintain creditors of your company. Creditors are also known as your suppliers, usually used at your purchase entries. To access Creditor, click on the Master Data icon > Creditor. Creating a new Creditor To create a new ...
A5.59 : Master Data - Accounting : Debtor
This function allows you to maintain debtors of your company. Debtors are also known as your customers, usually used at your sales entries. To access Debtor, click on the Master Data icon > Debtor. Creating a new Debtor To create a new Debtor, click ...
A5.58 : Master Data - Accounting : Account Type
This function allows you to define the structure of your Chart of Accounts. You can create additional account types or rename the descriptions of those system generated account types to suit your requirements. Account types defaulted by the system ...
A5.57 : Master Data - Accounting : Chart of Account
This function allows you to maintain your company chart of account. Chart of account is a list of accounts used by your company for any accounting entries and it is also a build-up on how your financial reports will be presented. To access Chart of ...
A5.56 - Master Data - General : Tariff Code
This function allows you to maintain Tariff Code used by your company. Tariff Code is used to classify your items or services for SST purpose. *This function is only available if the account book is running SST Tax System. To access Tariff Code, ...
A5.55 : Master Data - General : Tax Code
This function allows you to maintain Tax Code operated by your company. Tax Code is applied during transaction in Sales, Purchase and Accounting entries to calculate tax. *This function is only available if the account book is running either GST or ...
A5.54 : Master Data - General : Numbering Format
This function allows you to maintain your numbering format for each of your document type. It is a set of numbering which will be generated incrementally when you create a new transaction and used to uniquely identify each document entries. To access ...
A5.53 : Master Data - General : Currency
This function allows you to maintain currency operated by your company. You can create additional currency if your company is dealing with another customer or supplier that operates in a different currency. To access Currency, click on the Master ...
A5.52 : Master Data - General : Location
This function allows you to maintain Location of your company. Location is usually referred as your outlet(s) or warehouse(s) which stores your products. By default, Location HQ had been automatically created for your company. To access Location, ...
A5.51 : How to insert Your P/O No. in Invoice report
Question: How to insert Your P/O No. in Invoice Report? Answer: 1) To design the report, you may click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) To insert Your P/O No., go ...
A5.50 : How to insert note in Invoice Report
Question: How to insert note in Invoice Report? Answer: 1) To design the report, you may click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) You need to click, hold and drag ...
A5.49 : How to show Supplier Invoice Number instead of Purchase Invoice Number in Creditor Statement
Question: For Creditor Statement, is there any way to change Ref (Purchase Invoice Number) to Supplier Invoice No? Answer: Yes, you can replace the Purchase Invoice No with Supplier Invoice No in Design Report. 1) After you have click on ‘Inquiry’, ...
A5.48 : How to put Subtotal + Tax in detail for Invoice Design Report
Question: How to add an info of Subtotal + Tax in detail for Invoice Design Report? (E.g: RM 100 + 6% SST = RM 106). Currently my report shows RM100. Answer: 1) To design the report, click Print and click 'Design Report' button on the right side. ...
A5.47 : How to add watermark on report
Question: I want to add watermark with text on my invoice report. How to do it? Answer: You need to add it using Design Report. 1) To design the report, click Print and click 'Design Report' button on the right side. Click 'Design' at the report that ...
A5.46 : How to show Total Quantity in Invoice
Question: How to show Total Quantity when I preview/ print my Invoice? Answer: 1) To design the report, click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) Go to Field List (1) ...
A5.45 : How to change Report Font Name and Font Size
Question: How can I adjust the font name and font size in my report? Answer: To change the font name and size, you would need to amend it at Design Report. 1) To design the report, click Print and click 'Design Report' button on the right side. Click ...
A5.44 : How to insert Sales Agent in Invoice Report
Question: How to insert Sales Agent into Invoice report design? Answer: 1) To design the report, click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) To insert SalesAgent, go to ...
A5.43 : How to copy report format to another account book
Question: I've designed report format for Invoice at Company A, how can I copy this report format to another account book – Company B? Answer: You need to use Export to File and Import from File function. 1) Go to Tools > Design Report, under ‘User ...
A5.42 : How to set number of items to be printed per page in Invoice
Question: How to set number of items to be printed per page in Invoice? Answer: 1) Pull out page break control from the tool bar and place it at the top of the invoice band (refer to image below). 2) Under Behavior, uncheck “Visible". 3) Click on ...
A5.41 : How to insert Product Code in Invoice Report
Question: How to insert Product Code in Invoice report design? Answer: 1) To design the report, click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) To insert ProductCode, go to ...
A5.40 : How to insert signature into Invoice
Question: How do I show my signature in Invoice if I already maintained at User? Answer: 1) To design the report, you may click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) In ...
A5.39 : How to insert further description in Journal Entry Report
Question: How to insert further description in Journal Entry? Answer: 1) To design the report, you may click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) Click on Detail1 band ...
A5.38 : How to insert Bank Details using Label in Design Report
Question: How do I insert my bank account/bank details in Invoice? Answer: 1) To design the report, you may click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) To add your bank ...
A5.37 : How to resize Company Logo in Invoice Report
Question: How to resize my Company Logo in Invoice Report? Answer: 1) To design the report, you may click Print and click 'Design Report' button on the right side. Click 'Design' at the report that you would like to amend. 2) In the Report Design, ...
A5.36 : Error saving Invoice - Rounding Adjustment Account is empty
Question: Why can’t I save Invoice, there is an error prompted “Rounding Adjustment Account is empty”? Possible Reason: You have enabled 5 cents rounding for Invoice, but 5 Cents Rounding Adjustment Account is not defined. Solution: 1) Go to Account ...
A5.35 How to create Retained Earning account
Question: I have deleted Retained Earning account (with Special Account Type), how to create a new one? Answer: 1) At Chart of Account, click on +New > Retained Earning. 2) Key in your Account No and Account Description and click on Save. The ...
A5.34 : How to unlock Opening Balance for editing
Question: I wish to edit Opening Balance but it is locked from editing. How can I unlock it? Answer: 1) Click on the icon and select Lock Opening Balance. 2) To unlock, uncheck the “Lock Opening Balance” checkbox and click on “Save”. 3) After saved, ...
A5.33 : Profit & Loss by document – Service Product and Non-Inventory Product having zero Local Total Cost
Question: When view profit and loss by document, why does service product and non-inventory product show zero local total cost? Possible Reason: You did not key in the cost in Invoice. Solution: 1) Edit your Invoice, click on Column Chooser icon and ...
A5.32 : How to key in return cheque (RCHQ) in Cloud Accounting
Question: If I have bounced cheque, how do I record it? Answer: There are 2 scenarios: Scenario 1: Return cheque from Customer OR to Supplier. Document to create for customer bounced cheque is Payment Voucher, and for Supplier bounced cheque is ...
A5.31 : Summary Dashboard records less than total records
Question: Invoice summary dashboard shows 6 records but at the listing total shows 10 records? Unpaid: 2 Entries Full Payment: 4 Entries Answer: The summary dashboard shows only transactions happened in last 365 days. Any transactions tool place ...
A5.30 : Creditor Statement – How to change document description
Question: Currently the Creditor Statement’s description shows PURCHASE INVOICE, how to change the description? Answer: 1) Go to Purchase Invoice, and edit PI-000002, click on Document Info. 2) You may amend the Description and proceed to save the ...
A5.29 : How to export Profit & Loss Statement and Balance Sheet Statement to Excel
Question: Profit & Loss Statement and Balance Sheet Statement do not have Export all data function on grid. Is there any way to export the reports to Excel? Answer: Yes, you can preview the report and using the Export To function to export the ...
A5.28 : How to print batch Invoice
Question: How to print batch Invoice? Answer: 1) Go to Invoice > Print Listing. 2) Choose report type: Batch Print Invoice. Select your Invoice report format, filter Invoice date, and click on “Run Report” to generate Invoice report. 3) You may click ...
A5.27 : Total Applied Amount is not zero - error when save Knock Off Entry
Question: Why can’t I save Knock Off Entry? There is a message prompted “Total Applied Amount is not zero”. Possible Reason: The knock off is not complete. E.g knock off of PV does not offset any Purchase Invoice. Or PV knock off amount does not ...
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