Manager SE Settings, Defaults, Database

Parts & Labor Account Assign?

Parts & Labor Account Assign?

Postby GUTHTIRE » Fri Aug 04, 2017 8:01 am

If you're in a RO# and you create a Part line can the system be configured to default the Account to Parts Revenue (taxable). For those infrequent times we can change it manually to Parts Revenue (non tax).
Likewise, if you're in a RO# and you create a Labor line can the system be configured to default the Account to Labor Revenue (taxable). For those infrequent times we can change it manually to Labor Revenue (non tax).

Perhaps this is just the way our system is configured?
Dan
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Re: Parts & Labor Account Assign?

Postby Silky7 » Fri Aug 04, 2017 8:24 am

Dan,

It certain sounds like your Account classes are not set. Go to the Setup button on the main toolbar. Then to Standard Tables. Click on the Account Classes tab. Set those in the manner in which you're describing.

Final note on this area -- to make sure your changes get saved globally, close any stations first, make the changes on your host, then close Manager on there as well. When you re-open, those settings should be saved.

[JD: what he said]
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Re: Parts & Labor Account Assign?

Postby Johnny5 » Fri Aug 04, 2017 8:27 am

The system will do this automatically, and it will assign the non-taxable account when the part is not taxed. The key is to setup "Configuration/Standard Tables/Account Classes. The screen should be setup as below:
accounts.gif
 
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Re: Parts & Labor Account Assign?

Postby GUTHTIRE » Sat Aug 05, 2017 5:07 am

That was it, thanks!
Dan
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