Accounting Data Entry Preferences

Data Entry preferences allow you to control important automation features and other AP/AR details. Navigate from Main Menu > Accounting > Preferences > Data Entry: 

Some of the important features here include:

1. Date Management — These preferences control dates on posted items such as receipts and disbursements. You can also set preferences for managing multi-office cash transactions and general ledgers.
2. Check Processing — Various check templates and printers may require slightly different print settings. You can control the most common settings using these preferences for check printing:
   • Checks Layout — Specify the format for your current check template.
   • Check Direction — Specify whether your printer prints on pages that are face-up or face-down in the paper tray.
   • Signature — Click Add () and specify a correctly sized image to use for check signature lines.
     Note: You can also mark the related flag to use various signature images linked to each team member's record instead of a single image saved here. For more detailed control on printing to templates, you can also adjust the print layout.
3. Inventory — This section includes a drop-down list for selecting your COGS method (i.e. FIFO or LIFO).
   • Prevent inter-office COGS transactions — Prohibits one office from being expensed for another office's use of goods (i.e. transferring inventory cannot be charged to the original office).
4. Misc Line Item Codes — This section allows you select the default accounts for:
   • Adjustments — The adjustment field in the Receipts module
   • Shipping — The account used to accumulate shipping charges you pay
   • Deposits — The account for Deposit Liabilities (e.g. collected down payments)
5. Oversight Notifications — You can create Notice Setups to notify users on relevant Teams about events they may need to review.