List and Settings in Rise Accounting

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Lists and Settings in Rise Accounting

Creating Classes

Steps to follow:

  • Go to Class.


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  • Click Create.
  • Enter a class name (Description).
  • If the new class is to be a sub-class, enter the Parent class.
  • Click Save and Close.


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Changing the Parent-Child Relationship of a Class

  • Go to Lists and Settings.
  • Select Classes.
  • Highlight the class and drag it to the item that is to be the parent. Alternatively, double-click the class, choose the parent drop-down list, and select the new parent. To make the class a top-level class, remove the value of the Parent field.

User

Creating a New User

  • Go to Lists and Settings.
  • Select Users.


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  • Enter the Full Name.
  • Enter Name for logon.


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  • Check Reports Only to restrict the user to viewing Reports.
  • For each module of the software, check the access you wish to grant to the user: Full Access, View Only or No Rights.
  • Click Save to save and continue working or Save and Close to finish the user.

The user will receive an activation email once created. This email will contain a link that will allow the new user to create a password and login to the software.

PROJECT/JOBS

  • Navigate to Project/Time.
  • Select Project/Time.
  • Click Create.
  • Enter the Project/Job Name.
  • Choose the Customer associated with the Project/Job. You may add a Customer/Vendor if needed by clicking the plus icon on the right.
  • Choose a Project Type (Time and Materials or Fixed).
  • In the project Status field, choose Active.
  • Optionally, enter budget amounts for Income, Expense and Hours.
  • Click Save to Save the Project/Job or Save and Close to finish.


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The Project Profitability Matrix gives an overview of all projects and their profit/loss status. The list shows both actual and budgeted figures, allowing a project manager to easily see the state of active projects.

Project/Jobs Tips and Tricks

From the Project list view, you may also view all transactions associated with a project by highlighting a line and clicking the Transactions button. All transactions that have been tagged with that project will appear in the list.

Clicking on Transactions w/o Project will list all the transaction from the chosen customer that have not yet been tagged with a project. This helps ensure that nothing is missed during record keeping.

To easily find a project/job, click the Find button, choose a field to search on and type a search phrase.

Any list that has been generated using the methods described above is available to export to excel.

Units of Measure Sets in RA (UoM)

Creating a Unit of Measures Set

Steps to follow:

  • Go to Lists and Settings.
  • Select UoM sets.


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  • Click Create.
  • Enter a Name for the unit of measure set.
  • Enter the Base Unit and its Abbreviation.
  • Click Save.
  • Click the Add button to add a Related Unit and its Factor as it relates to the base.
  • Choose a Default Purchasing Unit. This will default on purchase orders.
  • Choose a Default Sales Unit. This unit will be the default on sales documents.

Units of Measure Tips and Tricks

The factor may be a decimal. Use a set on multiple items (be sure to name it generically so it is easily understood what the set contains).

Use the smallest unit of measure as the base, in most cases.

Be careful to not change the related units on the set or factors to ensure accurate inventory.

In documents that give quantity, the unit is always the base unit.

In inventory adjustments, the quantity is in the base unit of measure.

Item Categories

Item Categories allow you to group products and services for the purpose of organization, pricing, and reporting. It may be used in conjunction with the Price Matrix to create a complex pricing structure or to simplify the entry of pricing data in Rise Accounting. After Item Categories are defined, they are available to be associated to Items and applied to the Price Matrix for pricing purposes.

Creating Item Categories

  • Go to Lists and Settings.
  • Select Inventory Categories.
  • Click Create.
  • Enter a Description for the Category.


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  • Click Save to save a draft or Save and Close to finish.

Price Levels

Price Levels in Rise Accounting is a way to group customers for the purpose of pricing and reporting. Using Price Levels, products can be automatically priced based on the customer entered on the sales document. With this feature, you can price products differently for your loyal customers, generate customer reports grouped by levels or use them to limit the view in a list of invoices. Each customer can be assigned one price level, but it is not required.

Steps to follow:

  • Go to Lists and Settings.
  • Select Price Levels.


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A list of previously created Price Levels is displayed.

  • Click Create.
  • Enter a Name/Description for the Price Level.
  • Click Save and Close.

Editing Price Levels

To edit a price level:

  • Navigate to Lists and Settings.
  • Select Price Levels.
  • Double-click the Price Level to edit in the list.
  • Make any changes and click Save and Close.

Payment Terms

Payment Terms in Rise Accounting appear on Sales Invoices and are completely customize-able. To help you get started, we have added the following terms:

  • Due on Receipt.
  • Consignment.
  • Net 30.
  • Net 15.

Entering Payment Terms

  • Navigate to Lists and Settings.
  • Select Payment Terms.


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  • Click Create.
  • Enter a Description which will appear on the printed, emailed, and on-screen Payment Terms field.
  • Enter a number in the Days field.
  • Enter an early payment discount amount, if applicable (optional).
  • Enter the number of days the early payment discount will apply (optional).
  • Click Save to save or Save and Close to finish the Payment Term.

The number entered in the Days field is used to calculate the Due Date on the Sales Invoice and represents the number of days from the Invoice Date. Entering a zero in this field would result in the Due Date being equal to the Invoice Date.

Countries

Comes pre-loaded for you. This list may be added to, changed, or deleted if necessary.

  • Go to Lists and Settings.
  • Select Countries.


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Currencies

This is a list of currencies available to use in Rise Accounting system. If you will not be selling or buying internationally, the default currency of USD has been added for you and no changes will be necessary. To use multiple currencies, you must enable this feature in the Features tab.

Adding Currencies

Steps to follow:

  • Go to Lists and settings.
  • Select Currencies.


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  • Click Create button.
  • Add the Description, Numeric code, and Alphabetic code.
  • Setup and assign GL accounts.


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  • Click Save and Close.

Payment Method

Adding Payment Method

Steps to follow:

  • Go to Lists and settings.
  • Select Payments methods.
  • Click Create.


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  • Enter the Payment Method Description.
  • If you wish to exclude this payment method from being included in 1099 calculations, check the box Exclude from 1099.
  • Click Post and Close.

Shipping Carriers

The Shipping Carrier field is located on several Sales documents, including the shipment. It is a user-configurable list and carriers can easily be added on the fly.

Adding a Shipping Carrier

Steps to follow:

  • Go to Lists and settings.
  • Select Shipping carriers.


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  • Click Add (or click the green + sign in the dropdown of the shipping carrier field).
  • Type the name of the Shipping Carrier.
  • Click Save and Close.

Salesperson

With the Salesperson feature, sales may be tracked by individual Salesperson. The Sales by Salesperson reports will list sales by a given salespeople (or persons) for a given time frame.

Tracking a Salesperson on Orders

The Salesperson field is located on Sales Quotes, Sales Orders, Sales Invoices and Cash Sales. To use the feature, simply choose the appropriate salesperson from the drop-down list. If the salesperson is not in the list, a new entry may be made on the fly by clicking the green plus button.

Creating a Salesperson

Steps to follow:

  • Go to List and Settings.
  • Select Salespeople.
  • In the Salesperson drop-down menu (under Addresses tab), click the green plus icon.
  • Enter the name in the Salespeople field.
  • Click Save and Close.