GEM-CAR FAQ
Cleanup Tool - Reassign Category Configurations to Estimate Products (Accounting Accounts)
When importing data, you can use the Cleanup Tool options to make work easier, optimize data and avoid errors.
To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool.
Selecting the Reassign Category Configurations to Estimate Products (Accounting Accounts) option ensures that accounting accounts are correctly assigned to products, facilitating financial control.
This ensures the accuracy of accounting reports, avoiding classification errors. The company is able to improve inventory and cost control, as well as optimize tax management and audits.
The functionality also reduces manual adjustments, optimizing financial processes and increasing efficiency. In addition, it ensures compliance with accounting and tax regulations, offering greater transparency in financial operations. This contributes to more accurate and efficient financial management.
Other Cleanup Tool options:
- Remove 0s in front of product codes
- Make products without inventory quantity inactive
- Disable “Bill to” in Client
- Make categories without products inactive
- Delete unused locations
- Delete products that are inactive and not in inventory and packages
- Recalculate inventory quantities (Ex: merge duplicate lines)
- Clean up duplicate clients (put -1, -2, etc...)
- Remove duplicated vehicles
- Put the “Show on invoice” and “Show on quote” boxes checked on all products
- Remove spaces in plate number fields (vehicles)
- Renumber clients in numerical order (starting with 100)
Posted
1 week
ago
by
Bianca da Silveira De Amorim
#2264
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Edited
6 days
ago