How Do I...?

This menu is to track accounts that are payable by the office. This would include any vendors that the office purchases supplies from.

This will display a list of all vendors and the amounts owed to them (see screenshot below). To view a vendor's ledger card, double-click on it in the list.

This will display a list of all vendors that the office does business with (see screenshot below).

To edit an entry, double-click on it. To add a new entry, double-click in the list as well. This will bring up the vendor information window (see screenshot below).

To enter a new vendor into the mix, click on the button. Otherwise, to edit the vendor information displayed, click . If the desired vendor is not displayed, use the Previous and Next arrows in the toolbar to cycle through the list.

If you add a new vendor, a ledger is automatically created for that vendor.

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This will generate a list of all vendors and the amounts owed to them. This is the window that appears.

The list can be sorted by clicking on the button in the toolbar. The sort keys are set under the Sort options at the bottom left.

Click on the button to re-build the list. Re-building the list will update the information displayed based on the filter selected. If the Filter option is set to All account then all accounts will be displayed in the list. On the other hand, if the filter is set to Balance > 0 then only ledgers with an amount greater than zero outstanding will appear on the list.

The button will age all vendor accounts by a period of thirty days. Aging accounts will cause the amount owing fields to change accordingly. For example, if there is $3298 outstanding under the Current field in a ledger, then aging the account will cause the $3298 owing to be shifted to the 30-60 field. This indicates that the amount has been owed since between thirty to sixty days (one month) ago.

 

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There are two choices: Invoices or Items. These will generate reports that contain lists of invoices entered or items ordered. First, the program will prompt for the dates to restrict the search to. Then it will generate the list. These are the windows that appear.

Invoices (list of all invoices posted between selected dates):

Items (list of items ordered between selected dates):

Both of these window are similar in configuration. The lists can be sorted by setting the sort keys under the Sort options and clicking on the button.

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This brings up a list of bank accounts that are used by the office (see screenshot below).

Click on the button to enter information into this window. When complete, hit the button.