Label Traxx Accounting for Administrators
This course provides preliminary configuration information you will need to aid in the setup of core Accounting data sets.
Preparing Customers for Import to Label Traxx
Customer Import Workbook
Apply a Tax Region to a Customer
Flagging a Customer as Tax Exempt
Adding or Changing a Term on a Customer
Add a Customer Record Manually
Add a Contact to a Customer
Add and Associate a Distributor to a Customer
Assign a Sales Tax Region to Multiple Customers Simultaneously
Establishing Customer Specific Commission Settings
Associate a Manufacturing Rep to a Customer
Customer Configuration Quiz
Preparing Suppliers for Import to Label Traxx
Supplier Import Workbook
Apply a Tax Region to a Supplier
Adding or Changing a Term on a Supplier
Add a Supplier Manually
Add a Contact to Supplier
Tagging Suppliers as Default Art or Default Plate Suppliers
Add or change a Supplier Type
How many "Tax Types" can be assigned to a supplier?
Preparing your Open A/R for Import to Label Traxx
Download the Accounts Receivable Import Template
Setting Up Default Accounts Receivable Accounts
Establishing Accounts Receivable Aging Defaults
Tax Freight on Invoices
How to apply commission in Label Traxx
Setting up Employee Commission
Setting up Customer Commission
Setting Commission on a Custom Estimate
Setting Commission on a Stock Product Estimate
Setting Commission on a Stock Product
Setting Commission on a Custom Job Ticket
Setting Commission on a Stock Ticket
Setting Commission on an Invoice
Accounts Receivable Configuration Quiz
Preparing your Open A/P for Import to Label Traxx
Download the open A/P import template
Assigning Default GLs to Suppliers
Editing a Check Format
Accounts Payable Configuration Quiz
Understanding the General Ledger Account Structure
Preparing your Chart of Accounts for Import
GL import template
Setting up Fiscal Years and Accounting Periods
Setting Up Profit Centers and GL Account Ranges
Accounting Conversion Start Dates
Preparing your GL Balances for Import
GL Balance/Journal Entry Import Template
How to add a General Ledger Account Manually
Importing a Budget
About Financial Statement Classes
General Ledger Special Types
Setting up Bank Accounts
General Ledger Configuration Quiz