Chapter 3 – New Features

• Available for
  1. Cash Book
     • Payment Voucher
     • Receipt Voucher

      

  2. Sales Documents
     • Quotation
     • Sales Order
     • Invoice
     • Cash Sales
     • Credit Note
     • Debit Note

      

  3. Purchase Documents
     • Purchase Request
     • Request Quotation
     • Purchase Order
     • Goods Received Note
     • Purchase Invoice
     • Cash Purchase
     • Purchase Return
• Presetting data in entry and loading it later saves time and reduces errors.
• Simply load the template and edit it.

1) Save Template

1.1 Go to Sales → Invoice and key in all the details.

1.2 Click Save as Template in the top left corner of the window.

1.3 Enter a template name and click OK.

1.4 The image below will appear when you create a new document.

• Blank Template
  • Select the blank template when not using a template.

2) Assign Template

2.1 Go to Menu → Others → Manage Template

2.2 Click on Assign Template to Users → Assign the Template Name to the specific User ID → Click Save and Close.

• Whenever JESSICA create a New Invoice, the template will be automatically loaded.

3) Access Right

3.1 Go to General Maintenance → Access Right Maintenance

3.2 Go to AutoCount Accounting → System.

3.3 Expand the System and Behaviour → “Allow Customize Document Template”.

3.3 Users without access rights will not see the “Save As Template” button.