On Sat, 30 Apr 2011, Tracy Reed wrote: > parts of my business with the accounting system. I have recently started using > LedgerSMB in my small business. I have a few basic beginner's questions. I > have
Welcome, Tracy! > When adding a customer how is one supposed to know what customer number > to use? > Seems like it should auto-fill the field and auto-increment based on existing > customer numbers. I accidentally just created two customers with the same > customer number. Glad I caught it or it could have caused serious confusion > later. It does not auto-fill *on screen*. However, it will take the next number as programmed by the customer number format set on the defaults page. So, as long as you have something in defaults set for customer number (I think it automatically has "1" there, for standard installations, but you could check), it will place that number in the customer's record, and then increment the one in defaults, if you leave the number blank when entering the customer. > I do not understand how to set up the linking of accounts. Currently the only > accounts available for an AR transaction are: Sales/General, Sales/Aftermarket > parts, and Consulting. I have added accounts that better correspond with the > types of services I sell but do not see how to get them to appear in the > Account dropdown when making an AR transaction. Chris already answered that, but may I suggest that you should have started with the service COA? It would have better default accounts for you to base your new accounts on, and you will be able to see the arrangement of checkboxes on accounts that are already more similar and familiar to what your business does. Regards, Luke ------------------------------------------------------------------------------ WhatsUp Gold - Download Free Network Management Software The most intuitive, comprehensive, and cost-effective network management toolset available today. Delivers lowest initial acquisition cost and overall TCO of any competing solution. http://p.sf.net/sfu/whatsupgold-sd _______________________________________________ Ledger-smb-users mailing list Ledger-smb-users@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
