Security, Budgets, Projects & Inventory
- Adding Passwords and Security
- Accessing the System Administrator
- Adding a User
- Changing or Deleting a User’s Password
- Deleting a User
- Removing Security Options from the Data File
- Budgeting
- Activating the Budget Option
- Creating a Budget
- Reporting Against the Budget
- Updating the Budget
- Handling Project/Department Accounting
- Setting Up Projects/Departments
- Allocating Expenses and Revenues
- Reporting on Project/Department Performance and Budgets
- Managing Inventory
- Performing Inventory Counts
- Writing Off Inventory
- Looking at Item Assembly
- Bill of Materials versus Item Assembly
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Additional Payroll Features
- Checking the Tax Tables
- Introducing Types of Income & Deductions
- Introducing Types of Deductions
- Setting Payroll Remittance
- Employee Benefits
- Setting Up Batch Printing of Paycheques
- Allocating Payroll Cheques to a Project/Department
- Generating a Payroll Run
- Remitting Payroll Deductions/Contributions
- Releasing Vacation Pay
- Employee Departures
- Making an Employee Inactive
- Generating a Record of Employment
- Generating T4 Slips
- Setting Up Printer Options in Preparation for T4 Slips
- Printing T4 slips
- Personal Tax Credits
- Using SimplyCARE Payroll
- Handing Direct Deposit
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Miscellaneous Items
- Reporting Tax Information on a General Journal Transaction
- Charging Interest on Overdue Accounts
- Preparing Customer Statements
- Setting up the Statements
- Printing or E-mailing a Customer Statement
- NSF Cheques
- Handling Bad Debts
- Writing Off a Bad Debt
- Clearing Transactions
- Making Records Inactive
- Handling GST & GST Remittances
- Calculating the Amount of GST Owing/Refundable
- Handling & Remitting Provincial Sales Tax
- Remitting PST
- Handling & Remitting WCB Premiums
- Remitting WCB Premiums
Customizing Simply Accounting Journals
- Viewing Account Numbers
- Printing Labels
- Using E-mail in Simply Accounting
- Accessing the Simply Accounting Website
- Performing Management Reporting
- Exporting Reports
- Using the New Business Guide
- Time Slips
- Creating Job Categories
- Creating a Time Slip
- Time and Billing Report
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