Entering new Tax Jurisdictions, Payment Method and Employees

New Tax Jurisdictions, Payment Method, and Employees entries must be made using the menu option: Edit > Related Lists.

 

To Enter A New Tax Jurisdiction

  1. Open the Transactions Module, and select from the menu Edit > Related Lists.
  2. Click the Select List field and choose Tax Jurisdiction from the drop-down menu.
  3. Scroll down to the end of the list, and on the last empty line click once and enter the new Tax Jurisdiction, click the TAB key on the keyboard (or simply click to another field).
  4. Enter the correct Tax Rate, click the TAB key (or simply click to another field).
  5. If applicable to the rules of the Tax Jurisdiction, enter the amount Above, and Up to Amount and check the Per Item column if the tax is applied per item. If these rules are not applicable, continue to the next step.
  6. When finished select Close and answer Yes to the prompt 'Do you want to save your changes?'
  7. The new Tax Jurisdiction has been added to the Tax Jurisdictions List.

NOTE: When Tax Jurisdiction Rates are adjusted in Edit>Related Lists, the new Tax Jurisdiction Rate will apply only to new records.

To Enter A New Payment Method

  1. Open the Transactions Module, and select from the menu Edit > Related Lists.
  2. Click the Select List field and choose Payment Method from the drop-down menu.
  3. Scroll down to the end of the list, and on the last empty line click once and enter the new Payment Method, click the TAB key on the keyboard (or simply click to another field).
  4. When finished select Close and answer Yes to the prompt 'Do you want to save your changes?'
  5. The new Payment Method has been added to the Payment Method List.

To Enter A New Employee

  1. Open the Transactions Module, and select from the menu Edit > Related Lists.
  2. Click the Select List field and choose Employees from the drop-down menu.
  3. Scroll down to the end of the list, and on the last empty line click once and enter the new Employee, click the TAB key on the keyboard (or simply click to another field).
  4. When finished select Close and answer Yes to the prompt 'Do you want to save your changes?'
  5. The new Employee has been added to the Employees List.