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Everything posted by N_C_H_OMG

  1. Hi, I think you misunderstood the usage of 'Order number' here. 'Order numbers' are unique identifier to 'Orders', same as 'Invoice numbers' are unique to 'Invoices'. New Orders can be created from 'Orders list'; similar to new invoices can be created from 'Invoices List'. Those are two different things. However, you can convert an existing order to invoice, in which case, original order number is displayed in 'Order' column in 'Invoices list'. So, this is the way to go, if you really want an order number to be displayed in the column and print-outs. From 'Orders list', you can select an order and click 'Invoice' button to generate an invoice from the order. Note that order number generation can be controlled through 'Options->Quote->Order Options...', and it is always unique to each order. I suggest playing with 'converting orders to invoices' to explore different scenarios. Hope this helps!
  2. If you want all your data transferred to another PC, use backup/restore feature. Note that, on Restore, any previous Reflect related data on the new PC will be overwritten (i.e. deleted permanently). Steps: 1) On your laptop, run Reflect. Go to 'Tools -> Backup Data'. Select a folder and click ok. 2) Copy the newly generated backup file to new PC. 3) Run Reflect on new PC, click 'Tools -> Restore' 4) Read Restore warning carefully and hit 'Restore' Hope this helps!
  3. Invoices are for Sales only. For purchases it's a 3 step process: 1) Purchase Order (This step is optional) - 'Create new purchase order' from 'Purchases' tab. Enter the supplier name and other details. Click 'Record' once done. 2) Accounts Payable - Then 'enter new accounts payable' from the 'Purchases' tab. Select the Supplier, - It should open up another window with previously entered purchase orders. Select a desired order. - It should automatically fill in details for 'Account Allocation' table. You can modify this based on preferences. Hit 'Record' and close the window. 3) Enter payments - When you pay the supplier, 'enter payments of accounts payable', Select the supplier, enter amount, select bill and record. Hope this helps !
  4. On create 'New Invoice' window, there's an 'Invoice Number' input field (top-right panel). Try changing there.
  5. It's on 'create New Invoice' window in version 4.74, in upper right 'Invoice' panel.
  6. It's tricky, but possible. I suggest editing the invoice should do the trick. Following on your example above: - First, edit the invoice and only send material cost 10000 to customer. - When the customer pays, apply the payment. Now the invoice would appear as 'Paid' - After the job is done, re-edit the invoice to add the 'job finish' 10000 item, making the total to 20000. (Note: do not remove the previous item i.e., material cost) - Preview the invoice, it should have Total 20000, Paid 10000 and Remaining balance due 10000. Also, the invoice should appear as 'Partially paid'.
  7. Select the lead on Lead pane, and click 'Convert' button.
  8. Looking at your data, I can see following issues where it could go wrong and display that message: 1) Do you have commas (,) in the csv file? Try opening your csv file in notepad. 2) 'Journal type' field for ex-accounts should have one of these: "Payments", "Receipts", "Sales", "Purchases", or "General" 3) 'Reference' number should be same for a debit-credit pair of transaction. 4) Check and match date format settings in Options -> Regional (,and also system date in Control Panel, regions and languages.) 5) Check 'Charts of Accounts' to see if account numbers 6900 and 1100 exist. 6) When importing, start from row 2 Your csv file in notepad editor should look something like: "DATE","Journal type","Reference","Description (Journal Memo)","Account number","Account Description","Debit amount","Credit amount" "2013-10-02","General","GJ1","Journal Entry AC ADMIN FEE","6900","Bank Charges","48.77","-" "2013-10-02","General","GJ1","Journal Entry AC ADMIN FEE","1100","HSBC","-","48.77" Hope this helps!
  9. No, Copper does not allow that. Express Invoice (which is a paid product) does allow it though. I guess there are limitations with these free products. - One thing I could suggest is to have your items prices set to its maximum price, and then at the time of entry, just apply discount with 'Adjust Discount' button. Lets say, a widget price is set to $100. But, if you want to sell it in $60, apply 40% discount to it. Discounts on receipts usually have positive effects on customers according to many studies, and businesses apply the strategy all the time. - Another strategy would be to add multiple barcoded coupons into your Copper (e.g., $5, $10, $20) and ring a coupon barcode during the transaction entries. Again, limitation here is Copper only allows one coupon per transaction.
  10. 'Manual Item Entry' button on the main screen may help. It is located on top-right buttons group below 'help' button.
  11. I understand being new to any product can be confusing (or frightening like you mentioned above). Hope this helps: - Express Invoice (EI) is approximately a subset of Express Accounts (EA). So, EI is sort of redundant and not required, if you are using EA. - Details of each customer invoices and payments can be viewed through 'Customer statement', which can be accessed from 'Customers' list window. - The importing from EI to EA or restoring from backup does wipe up all the previous data. I think a 'warning popup' window shows up to warn exactly what happened with you there when doing so. - If you are buying something (like fuel from Shell) I recommend to use 'Create new purchase order', and enter supplier name and address, if you wish to track the Vendor. After receiving the fuel, you can convert the purchase order to accounts payable, and finally apply payment when you have paid for the transaction. So, this is 3 step process: Purchase Order, Accounts Payable, and Apply Payment. - If you do not wish to track the vendor and if it is simple purchase and payment, use the 'Immediate payment or purchase' form.
  12. - Go to 'Options -> Tax'. - Select or Add your desired tax rate (E.g., HST), and click 'Edit' - Bottom of the 'Tax Rate' dialog, there's a 'Sales tax paid account' drop-down list. Select the desired account and click 'OK'. Depending on your account selection, the total of the sales taxes paid will be displayed on balance sheet or income statement.
  13. Hi Graham, I just tried that, it worked for me. In past, I have accidentally entered the amount in "reference number" text-box, in which case, it applies payment to all invoices, because the "Amount" text-box comes pre-filled with total due amount for the customer. You should make sure, applied column shows right amount for right invoice. If it does not work for you, you may try the official support link posted above by Admin. Any supporting video/screenshots may help.
  14. N_C_H_OMG

    Data backup

    Select 'Tools -> Backup Data' from top menu (See image below). If the menu is hidden, press 'Alt' key.
  15. In that case, it should not be tax inclusive. And also, you have to manually deduct the tax amount
  16. Ex-Invoice calculations looks right to me for tax-inclusive case. 1) "Taxes are always applied on subtotal" (not total), and 2) "subtotal + taxes on subtotal = total" From above: 583.34 + 20% of 583.34 = 583.34 + 116.66 = 700. This is correct. You are trying to apply taxes on final total $700. What you are trying to do is: total - 20% on total = 700 - 20% of 700 = subtotal. I don't think, I have ever seen this for taxes calculations.
  17. From top toolbar, select 'View' -> 'Transactions', A window should open up displaying all transactions. Select desired transaction and hit 'Delete' button. Do the same for 'Refunds'. If you want to get rid of everything and start fresh: uninstall 'Copper', remove all data while uninstalling it. Finally, re-install it.
  18. I just realized that you didn't mean 'Invoice text' when you said 'invoice terms' in your point 2. Also, point 1 may not be exactly what you are looking for. Please ignore my above post. Sorry!
  19. 1. I think COD here means Cash On Delivery. I guess, one should create an invoice on/after delivery. So, if an invoice is not paid in full and payment option is COD, it should mark it as Overdue. Alternatively, you could create a ‘Sales Order’ if the items are not yet been delivered, and convert that sales order to invoice on/after delivery and payment. 2. Many of the invoice terms can be edited from Options -> Invoice Layout -> Content -> Invoice Text. Hope this helps.
  20. I'm not sure what specific things you want there. You may try 'Fiscal year End' and 'Closed-to-date' features in Options -> General. Look in help for these topics in Options.
  21. The prefix did not come back for me, but I think I know what's going on there. Let's try this: For very first time, when creating a new invoice, remove the 'number prefix', then save the invoice using 'Record Only' option. (Do not save as draft the first time.) From second time onward, you can save it as draft, then the prefix should have gone when you convert the draft to invoice.
  22. Change the 'invoice number' to match the 'payment number' instead. You can change the invoice number in Create New Invoice dialog.
  23. Sorry, I was looking into express accounts. In Express Invoice, when creating a new invoice, there is a 'Number Prefix' textbox, where you could delete the prefix characters to get rid it. See the image below:
  24. Did you try Options->Numbering?
  25. I think Web access in Copper is only for synchronizing data with Inventoria (or another installation of Copper) as described in Options->Sync Apps tab.
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