Course curriculum

    1. Preparing Customers for Import to Label Traxx

    2. Customer Import Workbook

    3. Apply a Tax Region to a Customer

    4. Flagging a Customer as Tax Exempt

    5. Adding or Changing a Term on a Customer

    6. Add a Customer Record Manually

    7. Add a Contact to a Customer

    8. Add and Associate a Distributor to a Customer

    9. Assign a Sales Tax Region to Multiple Customers Simultaneously

    10. Establishing Customer Specific Commission Settings

    11. Associate a Manufacturing Rep to a Customer

    12. Customer Configuration Quiz

    1. Preparing Suppliers for Import to Label Traxx

    2. Supplier Import Workbook

    3. Apply a Tax Region to a Supplier

    4. Adding or Changing a Term on a Supplier

    5. Add a Supplier Manually

    6. Add a Contact to Supplier

    7. Tagging Suppliers as Default Art or Default Plate Suppliers

    8. Add or change a Supplier Type

    9. How many "Tax Types" can be assigned to a supplier?

    1. Preparing your Open A/R for Import to Label Traxx

    2. Download the Accounts Receivable Import Template

    3. Setting Up Default Accounts Receivable Accounts

    4. Establishing Accounts Receivable Aging Defaults

    5. Tax Freight on Invoices

    1. How to apply commission in Label Traxx

    2. Setting up Employee Commission

    3. Setting up Customer Commission

    4. Setting Commission on a Custom Estimate

    5. Setting Commission on a Stock Product Estimate

    6. Setting Commission on a Stock Product

    7. Setting Commission on a Custom Job Ticket

    8. Setting Commission on a Stock Ticket

    9. Setting Commission on an Invoice

    10. Accounts Receivable Configuration Quiz

    1. Preparing your Open A/P for Import to Label Traxx

    2. Download the open A/P import template

    3. Assigning Default GLs to Suppliers

    4. Editing a Check Format

    5. Accounts Payable Configuration Quiz

    1. Understanding the General Ledger Account Structure

    2. Preparing your Chart of Accounts for Import

    3. GL import template

    4. Setting up Fiscal Years and Accounting Periods

    5. Setting Up Profit Centers and GL Account Ranges

    6. Accounting Conversion Start Dates

    7. Preparing your GL Balances for Import

    8. GL Balance/Journal Entry Import Template

    9. How to add a General Ledger Account Manually

    10. Importing a Budget

    11. About Financial Statement Classes

    12. General Ledger Special Types

    13. Setting up Bank Accounts

    14. General Ledger Configuration Quiz

About this course

  • Free
  • 72 lessons
  • 1 hour of video content

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