QUESTION:  

How do you set up Receiptees so that receipts can be issued?

 

PROCESS: 

From  Datafiles > Receiptee 

 

A Receiptee file is necessary to allow Receiptee data to be pulled into receipts automatically and to maintain receiptee history for reporting.  

 

  • Any individual or company to whom you write receipts should be set up as a Receiptee.  
  • Receiptees can be added through the Datafiles > Receiptee screen or easily added “on-the-fly” when creating receipts. Receiptess may be entered in any order.  
  • The Datafiles > Receiptee screen will display the Receiptee List in alphabetical order in the lower part of the screen.   All columns in the grid may be sorted by clicking on the headings.

 

 

To add a New Receiptee: 

  1. Click on Datafiles > Receiptee to open a new receiptee data entry screen. 
  2. Enter the Receiptee Name. 
  3. The Address information is not required; however, any information entered here will print on the receipts. 
  4. The Phone/Fax/Tax ID fields are optional. 
  5. A Receiptee’s Status is “Yes” for Active or “No” for Inactive.  All receiptees available for use should have an Active status. 
  6. Receiptee Code is not currently used by the system.
  7. The Receiptee History Fields will automatically calculate when transactions are posted using the receiptee. 

 

After completing the Receiptee screen, click Save New to add the receiptee to the Receiptee File.