Shoebooks Support

FAQ 6

• I don't seem to have Divisions accessable & can't set them up.
• What is the maximum file size allowed for attachments?
• Importing Transactions
• Entering opening balances
• Is there a How To Guide I can download?

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Technical 0

API 0

Reports 1

• Can the P&L and Balance Sheet have a comparison to last year?

Logos 2

• Adding a logo
• Can I have 2 different logos?

Templates 2

• Changing font sizes in templates
• Import Templates

Importing 6

• Assistance with importing of a transactions
• If I add a project manually, it will let me put just the name & description. But if I try to import it, it requires a Company etc
• Can I import the GL from another program or will I have to change each one manually?
• Importing on a Mac
• Switching Accounting Systems

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Default Accounts 1

• Setting up default accounts

Users, Roles and Permissions 1

• Setting up users, roles and permissions

Emails 1

• Tracking Emails

Invoices 4

• Can not add or edit shipping address to customer invoice.
• How to apply an overpayment of an invoice
• Adding payment details to an invoice
• Adding Dicounts

Auto Debtors Follow Up 1

• Set up Auto Debtors Follow Reminders

Customers 1

• Adding Customer Catergories

Withdrawls 1

• I would like to enter costs associated with bank charges for processing payroll payments, which may include additional information such as Project, Expense account, etc.

Credit Cards 2

• Apply payments to credit cards
• Importing Credit Card Transactions

Transfers 1

• Transferring between bank acocunts

Set up 5

• Setting up employees
• Super is set-up for 9% of pre-tax amount, but only calculates on wage component?
• Tax Deductions
• Percentage tax codes amounts
• Removing information from payslips

Super 4

• Super is not calculating correctly
• Set up pay rates without super liabilities
• Paying super Individually or through a super clearing house
• Salary Sacrificing calculations

Employee Payments 1

• Employee Advanced Payments

Payment Summaries 1

• Display or Hide information in the Payment Summary

Pay Rates 1

• Setting up leave loading

Payroll Reports 1

• Year to date Payroll Reporting

Batch Payments 1

• Supplier Batch Payments

Granting Access to employees 1

• Setting up roles and permissions to access the employee portal

End of Year 1

• EOY roll over and previous years locked?

BAS / GST 2

• Error Divide by zero error encountered.SELECT TOP 1 * FROM tblSMCompanySetup when running the taxation report
• GST Rounding issues

Clean Up 1

• Where is the general ledger clean up in set up?

Opening Balances 2

• Entering opening balances
• General Journals that involve an account of type “Accounts Receivable”, “Accounts Payable” or “Payroll Payable”

Exchange rates 1

• How handle flucuating exchange rates?

Setting up your Chart of Accounts 3

• Does the Balance Sheet reflect Current Assets and Current Liabilities
• How many level can the Chart of Accounts have?
• Can change the numbers of Ledger Accounts?

Purchases 1

• Deleting purchase orders

Bills 1

• Adding products to a bill

Overpayments 1

• How do I reallocate an Overpayment Credit?