Using acclux accounting

working with jobs numbering

Jobs in acclux accounting can be numbered automatically or manually. Jobs can be automatically numbered in many ways, based on Job Numbering Format you select to work with. Job numbers can be comprised of the year, a client number, a sequential number (which is automatically incremented), and...

how to export my invoices to a pdf format

With acclux accounting, beside the fact that you can print and email your invoices to clients, you still have the option to export the invoice to a pdf format at anytime. To export an invoice to a PDF Format: 1. From the left side navigation, Go to Sales -> Invoices 2. Click on the [P...

working with vendor credit memos

If you return an item to a vendor or receive a refund, you can create a vendor credit memo. You can apply vendor credit memos toward outstanding bills from the vendor who issued the credit memo in the issue payment form. When you save a vendor credit memo, it is posted. Because a vendor cred...

working with client credit memos

If a client returns an item to you  or you sent a refund, you can create a client credit memo. You can apply client credit memos toward outstanding invoices payment from the client who issued the credit memo in the receive payment form. When you save a client credit memo, it is posted. ...

how to make a client refund on a credit memo

You can record full or part refunds on client credit memos. To record a client refund: Go to Sales -> Credit Memo. Select the credit memo you want to apply the refund on it. From the toolbar click on Refund. Enter the refund information like amount, date and desc...

how to configure my system accounts

When you setup your company,acclux accounting creates certain basic accounts, assigns them names, and designates them as system accounts.  To configure your system accounts: 1. Log in to your acclux accounting account. 2. Go to Setting section, then go to the System A...

how to add new service items

An Item (service item) represents work that is performed, such as consulting or design. To create new item: 1. Log in to your acclux accounting account. 2. Go to Sales section, then go to the Items. 3. Click on New button from the toolbar. 4. Enter the Item Information...

how to add new tax rate

The Taxes section lists the tax rates you've set up for your company so that you can charge or record specific tax amounts on invoices, bills and transactions that you enter into acclux. By default you will have the Exempt Tax with zero tax rate. Depending on your requirements you may need or...

how to configure my dropbox account in acclux

With acclux and Dropbox integration, you will have the ability  to manage all your digital assets and connect them with your projects and jobs directly from acclux accounting. With this integration,all your documents will accessible to all your team members to collaborate on them from e...

how to enable project digital assets

With acclux accounting, you have the ability  to manage all your digital assets and connect them with your projects and jobs. To add digital assets to your project/job, you need to enable this option. 1. Log in to your acclux accounting account. 2. Go to Setting section...