Simple setup instructions for your Business Software.
Basic Steps to kick start the accounting experience
| 1 | Address - Entering your Business Address Details |
| 2 | Finance - Selecting the Tax System for your Country |
| 3 | Invoices - Enter your Invoice Numbers |
| 4 | Sales Tax - Edit the Name and/or Sales Tax Rate |
When following these steps below, you will also notice that many of the screens also have help icons. We also suggest that you should take a few minutes to glance at the information in the help by clicking the help icon (the help icon is usually represented by a Question Mark)..
What you will notice with any of the help screens you visit is that they only contain information relevant to the screen you are in. This saves you time and confusion and puts you in total control of the software.
1 - Address Details
To setup your business address, phone number, email and other items used for invoicing etc..
Click on the "Setup" Icon on the Main Menu Screen |
Under
the General Heading, Click on the Icon that says "Enter Name of Business" |
You will now be presented with a pop up screen which has five boxes for five separate businesses or sets of books. The first line will consist of the name you entered when you installed the software |
Next to your name, you will see an icon that says "Edit", click this icon |
You can now enter all your address details and information. This screen is self explanatory, simply fill in the boxes - Remember that these details are mainly used for Invoices & Quotes. |
| You will also notice an area relating to Tax System and Invoice Numbering- please see below |
2 - Selecting the Tax System for your Country
EasyAs is a one stop accounting system designed to be used by most countries on the metric system who's currency is at a ratio of 1/100. Because of this, you may need to change the system of tax to suit your country. |
By default the software is set to a Single Tax System. This is noted by the word ON which is shown under the "1 Tax System" icon. |
If your country only adds one form of Sales Tax to goods or services, then you can leave this set on the default of 1 Tax System. |
If your country or region, requires that you collect Two types of Sales Tax on goods or services, then you will need to click on the icon that says "2 Tax System". To date we are only aware of one country where this may be applicable |
EasyAs is becoming a favorite for use by the residents of Canada. Some of the regions require that businesses collected the Federal Sales Tax and the Regional Sales Tax (BC Tax). If you are a resident of Canada and you are in one of these regions then you should change this setting prior to entering any data into the program
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3 - Numbering System
With EasyAs you can set the software to start your Invoices, Quotes, Purchase Orders and Credit Notes from any number you choose.. |
By Default the system will start your numbers from number ONE |
| Why would you want to change this? |
In some industries it may appear more advantageous to represent to your clients the air of longevity. By starting your invoices a 150, or 500 or 5000, clients may assume you are a vibrant and lively enterprise, where as starting at number 1 may make them wonder if they are your first client for the year. |
Simply enter in the number you wish to start from. You may start your Invoices from a different number than you Quotes. You cannot however use any letters of the alphabet, only numbers. |
To Exit the Address Area, click the "OK" icon at the bottom right of the screen. Then click on the Name of your Business |
4 - Sales Tax Name and Percentage Rate
Sales Tax - Name
To change the Name of the Sales Tax to suit your Country. |
Click on the "Setup" Icon on the Main Screen |
Under the heading Sales Tax, click on the icon that says "Change Name of Sales Tax" |
The information on this screen will the obvious to you, when finished click the OK icon located at the bottom right of the popup box. By default the Name of the Sales Tax is set as GST (which is used in Australia) |
Sales Tax - Percentage Rate
To change the Rate of Sales Tax to suit your Country. |
Click on the "Setup" Icon on the Main Screen |
Under the heading Sales Tax, click on the icon that says "Change Default Rate of Sales Tax" |
The default rate of Sales Tax is set at 10%, which at this time is the current rate of Sales Tax applicable to Australia. If your country uses a percentage rate other than this rate, then enter the rate in the box and click the OK icon at the bottom right to confirm the change. |
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| Program Overview | |
Download and Install: After you download the EasyAs program file to your computer you need to install the software. To do this, simply double click on the file with your left mouse button and the file will activate. Simply follow the prompts and install that software to your pc. Once you have your new EasyAs Software installed on your PC you may find the setup instructions on this page useful. The setup information on this page will help to get you up and running with this fantastic product. |