Stock > Multiple stock locations
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Task 1: Determine any outstanding entitlements Task 2: [Optional] Create payroll categories for termination payments Task 3: Process a paycheque for the final pay Task 4: Terminate the employee in the Card File Task 5: Print the employee’s P45
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Multiple stock locations
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Task 1: Select the multiple currency option Task 2: Set up records for foreign currencies Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign appropriate currencies to foreign customers and suppliers
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Task 1: Run the Company Data Auditor Task 2: Review reports Task 3: Send customer statements Task 4: Record depreciation Task 5: Lodge VAT returns Task 6: Pay PAYE and NIC that is due Task 7: Lock periods
Starting a new financial year
Task 1: Complete month-end tasks Task 2: Perform a stocktake Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new financial year Task 7: Optimise and verify your company file
Starting a new payroll year
Task 1: Process the last paycheques for the year Task 2: Print payroll reports Task 3: Prepare and submit payroll tax forms Task 4: Back up your company file Task 5: Start a new payroll year Task 6: Optimise and verify your company file
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Networking company files
Preparing company files for multiple users Setting up the network hardware Setting up a company file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations
Glossary Index
Multiple stock locations
note : The following information is only applicable to AccountEdge Plus users.
 
If you hold stock at multiple locations, you can keep track of item quantities held at each location by recording:
■
the location at which a purchased item is received (see Entering purchases)
■
the location from which a sold item is shipped (see Entering sales)
■
the movement of items between locations (see To record stock movements).
If you want to use multiple locations, you need to create a record for each stock location. When you create a location, a Location column is added to the Purchases and Sales windows. When you record an item purchase or sale, you can enter the receiving or selling location for the item in this field.
note : Primary location
The primary location is automatically created in your company file. When you set up multiple locations, your existing stock is assigned to this location. You can change the primary location ID and name, if you want, but you cannot delete it. For instructions on how to move items from the primary location to another location, see To record stock movements.
You can specify a default receiving and selling location for your items. For more information, see To create an item.
To create a stock location
Related Topics
■
Recording stock movements between locations
■
Count stock

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