Settings
From EDeskWiki
Contents |
One time Setup
- Login to your edeskonline account.
- Then click on Start > Control Panel > eAccounts Setup.
- Select a template. (i.e. the legal entity and country}
- Click on Save
Areas Covered
- Tax Profile
- Billing Setup
- Billing Taxes Setup
- Product List
Setup your accounts template
Before you start entering your data into the accounts section, you should select an appropriate template. A template defines the applicable tax laws, appropriate ledger groupings for your accounts. This is a one time process and must be done before you enter any data.
To select your template, click on Start >> Control Panel >> eAccounts Setup.
Now select the appropriate template and click on save.
What is an eaccount template?
A template defines the applicable tax laws, appropriate ledger groupings for your accounts. This is a one time process and must be done before you enter any data.
Setup your Sub Groups and Accounts
Next step is create all your ledger accounts. Go to your Webtop >> Accounts. Each account should be created under the appropriate sub groups which are created for you based on the accounts template which you chose. You can also create your own sub groups, if required. Selecting the correct sub-group is very important because that will decide the tax treatment while computing your computation.
Enter your transactions
Next step is to enter your transactions using the appropriate voucher. First select the correct accounting period. The accounting period is shown in the gray bar at the top.
There are various voucher types available for different types of transactions which take place. We are continously adding more voucher types for easy data entry. In case you do not find any voucher type applicable for a particular transaction, you can always use the universal journal voucher. The journal voucher allows all types of transactions.
View a tutorial on how to make a journal entry
Verify your accounts
Once the data entry has been done, you can verify your accounts by viewing the various reports. viz. Trial Balance, Balance Sheet, etc.
My eTax Profile
Billing Setup
