| Question | Created on | Options | |
| 1 | How do I take on supplier balances? If your company has already been trading before you started usingAUTO FOCUS,you may have suppliers who you owe money to at the time you start to enter your data onto AUTO FOCUS.It is important to enter these balances onto your AUTO FOCUSto ensure that the amount you owe your suppliers is correct. If you do not enter these balances, when you pay a supplier and you enter the payment, the supplier balance will show as a minus amount. To enter the supplier balance you need to create the supplier account . This is done under the Edit, Suppliers menu. Then you need to enter the amount you owe the supplier on the Supplier Invoices grid. NB. Make sure that the date you enter on the invoice grid is a date EARLIER than the date you started to use AUTO FOCUS.This is important to ensure your sales figure is not higher than the actual sales value for that particular month. |
2010-01-12 |
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| 2 | What if I refund a customer? If you have refunded a customer, enter the refund on the Customer Receipts grid as a minus (-) amount. |
2010-01-12 |
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| 3 | How do I clear the supplier on the payments grid? If you have entered a Supplier into the Supplier column of the Payment grid and wish to remove the supplier and reallocate to an account payment, click on the cross on the right of the supplier name to remove the supplier. |
2010-01-12 |
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| 4 | What if I part pay a supplier invoice? If a supplier part pays an invoice, it would be best to not tick that invoice as paid on the Supplier Invoice grid on the Paid column until it has been paid in full. Until the Paid block has been ticked, the line will be red. The supplier account can be viewed in full detail on the Supplier Ledger report. Once the invoice has been paid in full, click on the Paid block. The line will now revert to white.
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2010-01-12 |
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| 5 | What do you mean by "a company"? When you see the term "Company" in the help, we are referring to the bank account from which data is captured. AUTO FOCUS only allows one bank account to be entered per data base. If you have multiple bank accounts, you will need to create a new "Company" for each account. |
2010-01-12 |
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| 6 | What is a supplier? When purchases are made on account it means that payment for the goods is not made at the time of purchase, and will only be made at a later date. The business you purchase these goods from have allowed you to have an account with them, and they are referred to as "Suppliers". Invoices will be given to you when you purchase from these companies. These invoices need to be entered on the Supplier Invoices grid. At the end of the month, suppliers will provide you with a statement, which lists the invoices and payments you have made. The statement balance ie the amount you owe the supplier as per their records should be checked against the amount you say you owe them. This is done under Reporting, Supplier Ledger section. |
2010-01-12 |
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