accpac simply accounting 9.0 Manuel D’Utilisation

Part 2:  Day-to-Day Business 

13–2    Simply Accounting 

 

SW9UG 12-18-saved version.doc, printed on 1/11/02, at 10:45 AM. Last saved on 1/11/02 10:41 
AM. 

 

Create 

2.  On the File menu, choose Create. 

3.  Fill in the information on the Address and Ship-to Address 

tabs. If you ship items to the company’s main address, you 
can select Same As Mailing Address on the Ship-to Address 
tab. 

4.  Click the Options tab and fill in the information: 

 

The customer’s terms 
override the discount 
terms you entered in the 
system settings. 

The Currency field 
appears if you have set 
up a foreign currency.  

Select whether this 
customer receives 
preferred pricing. 

 

Note:  Although checking the Clear Transactions When Paid 
option clears up a small amount of hard disk space and may 
give a slight performance boost, we highly recommend you 
leave the option unchecked. Clearing these transactions 
affects the accuracy of some reports. You will also be unable 
to look up paid transactions. 

5.  Fill in the information on the remaining tabs: 

Taxes 

“Enter Tax Codes for Vendors and 
Customers” in Chapter 3. 

Statistics (to set 
credit limit) 

Chapter 11, “Adding Historical 
Information.” 

Memos 

“Adding Memos to the To-Do List” in 
Chapter 22.