Key-Business Knowledge Base
 
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System settings – Parameterizing voucher relations

Navigate to Maintenance/System settings and select the General tab. Here you can set the behavior of the program when it comes to managing voucher relations (if a related voucher is created from the initial voucher).


Voucher templates

The program contains pre-set voucher templates. These templates can be edited and parameterized.


How to enter and set default data

In the system, certain data can be set as default. These data will be automatically displayed, when entering additional information, or when issuing vouchers. Such data are for example: Warehouse, Payment method, Currency, Unit of quantity, and Sales tax rate.


Inventory value calculation methods

Key-Business supports many inventory value calculation methods. You can choose the most appropriate method for your needs, and you can track your inventories effectively.


How does Accounting price inventory value calculation method work?

During calculations, the accounting price inventory value calculation method does not consider purchase prices of products.


How the FIFO inventory calculation method works

FIFO (First In, First Out)


How does the Balanced average price inventory value calculation method work?

The balanced average price method takes expenses and revenues into account when calculating inventory values.


Importing data from Excel

Key-Business provides you with the possibility to import master data on products, partners, and charts of accounts from Excel tables. This feature can speed up your administrative tasks related to start using your software, and managing your data.

Important! In order to be able to use the Excel import feature, you need to have a spreadsheet program meeting minimum system requirements (Microsoft Office 2003+), or Access Database Engine 2010 Redistributable (available as a free download from the website of Microsoft).

Prior to initiating data import, perform a BACKUP on your current data. Data import, as specified by data import settings, will overwrite your current data.


Adding a new voucher pad

If you wish to manage multiple voucher pads (with separate serial numbers) in the program, you can create these new voucher pads by using Maintenance / Master data.

When working with invoice pads, it is possible to manage one pad per currency.


Entering company data

You can enter and modify your company’s data in the Maintenance menu, on the System settings / Company data tab. Fields marked with bold text and yellow background can not be blank.