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21st Century Accounting Help - System/Company

System/Company/Preferences

System/Company/Preferences control aspects of the system for all users on a company-by-company basis. For the currently selected company, you use this command to:

  • Set up document number formats. You can control the formats of the numbers that the system automatically generates for documents such as invoices, deposits, GJ entries, checks, and so forth.
  • Customize your standard report headers and footers. You can customize printing in report headers and footers of any of the information maintained by the system, including company name, date, period, user ID or name, and so forth.
  • Choose whether to print reports by ID or Name. You can control whether some reports show vendors and employees in ID or name order. You can omit the vendor IDs from reports completely if you wish.
  • Select forms for printing checks, statements, invoices, sales orders, packing lists, and picking tickets. 21st Century Accounting supports a number of formats for the forms you print in your business.

At the form field (Checks, Invoices, and so forth), select the form you want to use from the drop-down list of available forms. (If the button to the right says Preview, the form can be customized.) Click the Preview button to view and test the form on your printer.

When you select a standard form, the button to the right says Options. Click the Options button to use the built-in customization functions on the selected contents and typography on the form.

If you have more than one company, you can apply your preferences to all companies or select each company and customize each appropriately. Select the option "Make these system preferences" to use the preferences in this window as defaults for all new companies. Select the option "system preferences" to override existing preferences with the system preferences for a company at any time.

Related Topics
Document Number Formats
Standard Report Headers and Footers
Report Options
Select Forms
Subsistution Strings


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