Want Everyone in your Company to Run it Like a Business? run REAL/Easy 1-800-REALEASy (1-800-732-5327)
 

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Company Level Setups

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1-Improvements to Company Level Setups
To simplify the company setups that are used to customize the operation of REAL/Easy, the setup steps have been reorganized within the Company Information command.
There are two ways to access the Company Information setups:

Click the “BOS Setup” module within “Operations” tools and click “Company Information”

 Or, above, click “Company Information…” from the File menu bar’s “Basic Setup”.

 

 New: on the “Control Numbers” tab, the option to set the “Next List No.” has been added.

 New – Income Statement: The default account number setups for the various sales, billing, commission payment screens have been re-organized in version 14.5. As shown above, the revenue and expense accounts have been organized onto the new “Income Statement” company setup tab.

 

 New – Balance Sheet: Asset and Liability default account setups are organized on the new “Balance Sheet” tab.

 New – 1099 Adjustments tab: Settings to control the 1099 amount are accessed from the “1099 Adjustments” tab. (previously these setups were part of another tab).

 

 Changed - Trust tab: Setup of default accounts for the escrow trust accounting and processing are found on the “Trust” tab.


 

 

 Want Everyone in your Company to Run it Like a Business? run REAL/Easy 1-800-REALEASy (1-800-732-5327)