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Using TurboCASH

 







DOCUMENT PROCESSING
CREATE NEW DEBTOR AND CREDITOR ACCOUNTS FROM DOCUMENT ENTRY SCREENS
  
The search facility for debtors or creditor accounts will be displayed when the cursor is in the debtor or creditor fields of the Document Entry Header screen.

Title bar. Click to close or exit this screen. Select Credit notes, Purchase, Goods Returned, Quotes or Orders. Select the Debtor account for Sales documents (Invoice, Credit Note, or Quote) or Creditor account for Purchase documents (Purchase, Goods Returned or Orders). Select New to create a New document, or select an available document number to edit the document. Enter a valid date or select a date using the date picker. Enter the Reference number, if available for the debtor or creditor. Once a document has been created, click to view the Document Entry details screen.

It may happen that you select an invalid or non-existing debtor (customer) account on the Debtors search facility for an invoice, credit note or quote. The same may happen if you select an invalid or non-existing creditor (supplier) account on the Creditors search facility for a purchase, goods returned or order.

 

TurboCASH will display the following confirmation message:


If you are sure that you have selected the correct account, and you need to create the account, click on the button.
If this message was initiated from the Debtors search facility (invoices, credit notes and quotes) the Edit - Accounts - Debtor screen will be displayed in which you may create a new debtor account.
OR
If this message was initiated from the Creditors search facility (purchases, goods returned or orders) the Edit - Accounts - Creditor screen will be displayed in which you may create a new creditor account.
Once the new account is created, the Document Entry screen and the search facility will be displayed. Select the new account to continue your processing.

If you are sure that the account should exist and that you have perhaps entered an incorrect account, click on the button. You then need to select the correct account to continue your processing.