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Marginz Online Accounting - Tools Module

The Tools module consists of 10 functions that allow you to set up and control department, currencies, tax codes and enable you to complete the month end and year end procedures.

Month End
The month end is a tool that automatically calculates and posts accruals, prepayments and depreciation based on the information entered in the nominal ledger module.

 

Year End
The year end rolls forward to the next year bringing forward all balance sheet account totals and any outstanding customer and supplier transactions.

 

Files Uploaded
Files uploaded allows you to view any files that have been uploaded onto the site.

 

Upload Files
Upload files allows you to upload any file onto the site for other users to have access to.

 

Tax Code
Tax code allows you to view, edit or delete previously entered tax codes.

 

Enter New Tax Code
Enter new tax code allows you to enter new tax codes for use throughout the system.

 

Departments
Departments allows you to search then view, edit or delete any department that has been previously entered onto the system.

 

Enter New Department
Enter new department lets you create any number of departments to suit your business requirements.

 

Currencies
Currencies allows you to search then view, edit, or delete any currency that has been previously entered on the system.

 

Enter New Currency
Enter new currency allows you to set up any currency from around the world and set a suitable exchange rate.

 

 
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