Setting up and Configuring NEOSYS Finance System - Revision history

Gregory: /* Configuring Finance Email Alerts */

2020-02-26T07:06:13Z

Configuring Finance Email Alerts

← Older revision		Revision as of 07:06, 26 February 2020
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	CREATEALERT COLL01 FINANCE COLLECTION 8,12,17 STEVE JIM,JOAN,STEVE		CREATEALERT COLL01 FINANCE COLLECTION 8,12,17 STEVE JIM,JOAN,STEVE

	More information on Creating Alerts: [[NEOSYS_General#Creating_Email_Alerts_in_NEOSYS]]		More information on Creating Alerts: [[NEOSYS_General#Creating_Email_Alerts_in_NEOSYS \| Creating Email Alerts]]

	== Setting up Share Capital Accounts ==		== Setting up Share Capital Accounts ==

Gregory: /* Configuring Finance Email Alerts */ - Added link: More info on creating alerts - link

2020-02-26T07:05:43Z

Configuring Finance Email Alerts: - Added link: More info on creating alerts - link

← Older revision		Revision as of 07:05, 26 February 2020
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	CREATEALERT COLL01 FINANCE COLLECTION 8,12,17 STEVE JIM,JOAN,STEVE		CREATEALERT COLL01 FINANCE COLLECTION 8,12,17 STEVE JIM,JOAN,STEVE

			More information on Creating Alerts: [[NEOSYS_General#Creating_Email_Alerts_in_NEOSYS]]

	== Setting up Share Capital Accounts ==		== Setting up Share Capital Accounts ==

Gregory: /* Creating New Charts or Control Accounts */

2018-10-10T14:28:40Z

Creating New Charts or Control Accounts

← Older revision		Revision as of 14:28, 10 October 2018
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	== Creating New Charts or Control Accounts==		== Creating New Charts or Control Accounts==

	~~Support MUST (those who know what they are doing) edit~~ top level chart of accounts ~~(such as creating new control accounts~~ in ~~GL & PL)~~, ~~since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts~~ be ~~converted to real accounts~~ or ~~vice versa~~.		If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propagate anything less than the best practice.

	~~Creating new ledgers in Chart of Accounts MUST always be done by Support~~ and ~~clients can describe how they want~~ it~~. This is because any unskilled client with this access can easily create a mess which could be irreversible~~.		Once you decide the best and truly correct way to handle this then also get it into Startup Database so that the request to add such an item does not come again in the future.

	~~If clients ask to make any changes to the~~ top level chart of accounts, ~~then look at how the same item is handled in other clients especially those with skilled accountants~~, ~~remembering that any single other client may~~ be ~~done badly~~ or ~~not optimally and support staff should not propagate anything less than the best practice~~.		Editing top level chart of accounts MUST always be done by Support and MUST know what they are doing (such as creating new control accounts in GL & PL), since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.

	~~Once you decide the best~~ and ~~truly correct way to handle~~ this ~~then also get it into Startup Database so that the request to add such an item does not come again in the future~~.		Creating new ledgers in Chart of Accounts MUST always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.

	== Configuring NEOSYS to convert Foreign Currency to Base Currency ==		== Configuring NEOSYS to convert Foreign Currency to Base Currency ==

Gregory: /* Creating New Charts or Control Accounts */

2018-10-10T14:23:19Z

Creating New Charts or Control Accounts

← Older revision		Revision as of 14:23, 10 October 2018
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	== Creating New Charts or Control Accounts==		== Creating New Charts or Control Accounts==

	~~Only~~ Support (those who know what they are doing) ~~should~~ edit top level chart of accounts (such as creating new control accounts in GL & PL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.		Support MUST (those who know what they are doing) edit top level chart of accounts (such as creating new control accounts in GL & PL), since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.

	Creating new ledgers in Chart of Accounts MUST always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.		Creating new ledgers in Chart of Accounts MUST always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.

Gregory: /* Creating New Charts or Control Accounts */

2018-10-10T14:18:01Z

Creating New Charts or Control Accounts

← Older revision		Revision as of 14:18, 10 October 2018
Line 51:		Line 51:
	== Creating New Charts or Control Accounts==		== Creating New Charts or Control Accounts==

	Support should ~~not be messing with~~ top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.		Only Support (those who know what they are doing) should edit top level chart of accounts (such as creating new control accounts in GL & PL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.

	Creating new ledgers in Chart of Accounts MUST always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.		Creating new ledgers in Chart of Accounts MUST always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.

Joel: /* Creating New Charts or Control Accounts */

2018-04-12T08:41:57Z

Creating New Charts or Control Accounts

← Older revision		Revision as of 08:41, 12 April 2018
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	Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.		Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.

	Creating new ledgers in Chart of Accounts ~~must~~ always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.		Creating new ledgers in Chart of Accounts MUST always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.

	If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propagate anything less than the best practice.		If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propagate anything less than the best practice.

Joel: /* Creating New Charts or Control Accounts */

2018-04-12T08:41:40Z

Creating New Charts or Control Accounts

← Older revision		Revision as of 08:41, 12 April 2018
Line 52:		Line 52:

	Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.		Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.

			Creating new ledgers in Chart of Accounts must always be done by Support and clients can describe how they want it. This is because any unskilled client with this access can easily create a mess which could be irreversible.

	If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propagate anything less than the best practice.		If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propagate anything less than the best practice.

Gregory: /* Configuring Financial year for new clients */

2018-02-19T12:15:30Z

Configuring Financial year for new clients

← Older revision		Revision as of 12:15, 19 February 2018
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	For configuring the start of a new financial year while setting up a new Company, we need to go to:		For configuring the start of a new financial year while setting up a new Company, we need to go to:
	Menu > Finance > ~~Companies~~ and enter the relevant number in the field - Financial Year Starts.		Menu > Finance > Files > Company File and enter the relevant number in the field - Financial Year Starts.

	This MUST be done initially BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results.		This MUST be done initially BEFORE posting any transactions into the system. If this is changed after posting any transactions, then it can cause confusion and various reports to show unexpected results.

Arya Mohandas: /* Creating New Charts or Control Accounts */

2016-03-21T13:11:59Z

Creating New Charts or Control Accounts

← Older revision		Revision as of 13:11, 21 March 2016
Line 51:		Line 51:
	== Creating New Charts or Control Accounts==		== Creating New Charts or Control Accounts==

	Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing.		Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing because after financial postings are made to accounts they cannot be deleted, nor can control accounts be converted to real accounts or vice versa.

	If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not ~~propgate~~ anything less than the best practice.		If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propagate anything less than the best practice.

	Once you decide the best and truly ~~corrrect~~ way to handle this then also get it into Startup Database so that the request to add such an item does not come again in the future.		Once you decide the best and truly correct way to handle this then also get it into Startup Database so that the request to add such an item does not come again in the future.

	== Configuring NEOSYS to convert Foreign Currency to Base Currency ==		== Configuring NEOSYS to convert Foreign Currency to Base Currency ==

Arya Mohandas: /* Adding New Charts */

2016-03-21T12:11:28Z

Adding New Charts

← Older revision		Revision as of 12:11, 21 March 2016
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	Likewise 12/2007 would be March, 2008 and respectively for every consecutive year.		Likewise 12/2007 would be March, 2008 and respectively for every consecutive year.

	== ~~Adding~~ New Charts ==		== Creating New Charts or Control Accounts==

	Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing.		Support should not be messing with top level chart of accounts (such as creating new control accounts in GL) since they can create an irrecoverable mess unless they know what they are doing.

	If clients ask to ~~add a new chart~~ to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propgate anything less than the best practice.		If clients ask to make any changes to the top level chart of accounts, then look at how the same item is handled in other clients especially those with skilled accountants, remembering that any single other client may be done badly or not optimally and support staff should not propgate anything less than the best practice.

	Once you decide the best and truly corrrect way to handle this then also get it into Startup Database so that the request to add such an item does not come again in the future.		Once you decide the best and truly corrrect way to handle this then also get it into Startup Database so that the request to add such an item does not come again in the future.