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Note, going forward. You can always buy individual training. Sometimes this is worth the investment.
EDI
Not using EDI. Got Get instructions from ShannonReadysell. Have not got time to implement this at the moment.
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How to do bank deposit report: Run report "F-001" bank deposit report. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/26935694/Running+a+Bank+Deposit+Report
Payroll
Please talk to Greg Readysell in the first instance.
New Products
Can I create a GST Free Product. ? Just select the gst GST free tax codes on the product. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/1279333/Creating+a+new+product
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Follow the instructions in the document above. The Then scroll through the report list to the categories “sales” and “Relationships”
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How can I create a new sales person
- Users are blocked on lite sites. We need new users to be sales persons. I am currently discussing this with the team at Yes. You can create a new user that stands for a sales person/sales rep. That user will be able to be setup as the sales person on cards. But will not be able to login to Readysell.
Can we upload contracts from CSV
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Yes. This will be very useful for Steve. See copying a quote to a contract button on quotes: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/19399352/Entering+a+new+sale+quote
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may be able to add more GNS data to the OneX database at some point in the future.
Payroll
Greg Payne is the expert on Payroll. Di is also strong on payroll as well.
There is a per user cost but you can do a trial.
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Yes, just enter the date when the tender window displays. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/71401474/Set+Up+and+Entry+of+Future+Dated+Sales.
Payroll
Talk to Greg Readysell in the first instance.
Payroll is best practice.
How to enter debtor and creditor items into Readysell some of which may be part payments against your old system
See: Transitioning debtors and creditors to Readysell Lite
How to enter opening balances into the general ledger
Note that your general ledger and debtors/creditors will not balance until all the open items on your old system have been paid. Once your old system debtors and creditors are zero, your general ledger debtors and creditors balances in Readysell should agree to your debtors and creditors trial balances
See: Initial setup of financials including brought forward balances
You need to create a “dummy” first bank reconciliation to stand for the balances from your old system. How do I do this
Your first bank reconciliation in Readysell is like a dummy bank reconciliation, it’s only purpose is to bring over the closing bank reconciliation balance from your old system. Making you ready to continue.
Your second bank reconciliation after you start Readysell continues from your closing bank reconciliation in the old system.
GST
GST is monitored manually. There is no GST Batch extract in Readysell Lite.
There is no staring GST paid or GST received to be inserted into the GST Items table
You must ensure that each period for each month is closed off.
You must ensure that there is no backdating back into prior months when you start the new month.
You can run a GST Detailed List Report L-007 by Date Range.
If you are using Cash Basis GST you can use the same report L-007 but creating a Filter for 'Cash Basis Due Date' is greater than or equal to '' and 'Cash Basis Due Date' is Less than the first day of the next months ending quarter.
Running your GST Batch for Cash Basis
See also:
Onboarding training webinar 10 Financials