This section covers preferences for expenses in the Goldenseal accounting software.
Job Costing | Payroll | Expenses & Bank | Overpayment Warnings
Chart of Accounts Preferences | Contract
Data Entry Preferences | File Preferences | Income
Interface Preferences | Record
Accounting Software | Business
| Expense Tracking Software
Company Info | Custom Layouts | Passwords
To set details for expenses, choose Preferences from the Options menu,
and choose Expenses from the submenu.
Enter the following fields:
JOB COST PREFERENCES
Skip Allowances-- Turn on the checkbox to not include allowance
expenses in the Job Cost reports. Turn off the checkbox to include
Skip Change Orders-- Turn on the checkbox to not include change
order expenses in the Job Cost reports. Turn off the checkbox to
Include Discounts & Charges-- Turn on the checkbox to include discounts, finance charges and other adjustments,
when calculating job cost amounts
for materials and other costs. Turn the checkbox off
to use the total price.
Default Category System-- Enter the Category
System to use when no other system is specified.
Allow Payroll Deduction Changes--
Turn on the checkbox to allow deduction amounts to change in the Write Payroll
command and in Payroll Record breakdowns. Turn it off to
always use the calculated value.
WARNING-- If you turn on this option, you increase the risk of fraud or error-- since the person entering payroll can adjust
tax withholding, benefits or vacation time in a way that is
hard to detect.
Usual Hours Per Workday-- Enter the number of hours in your
usual workday. Goldenseal uses this figure to convert between hourly
and daily wages, benefits and vacations.
Vacation Time Units-- Enter the way Goldenseal displays vacation
balances. You can show them in days or in hours.
Tax Overhead Account-- Enter the Overhead
Accounts to use for payroll costs. (NOT WORKING IN CURRENT VERSION,
MAY BE REMOVED).
Commission Category System-- Enter the Category System to use when calculating a category
tax on commissions.
Commission Category Tax-- Enter the Cost Category to use when calculating a category
tax on commissions.
HINT-- You only need to use these two items if you pay commissions to some employees, and also pay worker's comp or a payroll
tax that uses different rates for different types of work done by the employee.
EXPENSE AND BANK PREFERENCES
Warn About Duplicate Invoices-- Turn on the checkbox if you'd like to be warned if you enter the same invoice number
into two different expense transactions.
Allow Direct Bank Purchases-- Turn on the checkbox if you'd
like to enter purchases directly
into bank transactions. Turn it off to require use of Material
Purchase, Other Cost and Subcontractor
Cost transactions for all expenses in those classes.
HINT-- We suggest that you do not allow direct bank purchases, but instead use instant
Update Running Totals at Reconcile-- Turn on the checkbox to
have Goldenseal reset all bank running totals, whenever you use the Reconcile
command. Goldenseal will run faster if you turn this option off.
Allow Changes in Paid Expenses-- Turn on the checkbox to be able to change the Applies to and Reference fields in
expense transactions that have
already been paid. You may prefer this option if you frequently enter expenses and forget to assign them to an allowance,
bid, change order or purchase
Spell-out Word Order-- Choose the language that determines the
word order for spelled-out check amounts. English is currently the
only language available. Other languages will be added in future
Equipment-- Enter the overpayment
warnings to give for equipment work orders that are overpaid.
Labor-- Enter the overpayment warnings to give for labor work
orders that are overpaid.
Materials-- Enter the overpayment warnings to give for material
purchase orders and bids that are overpaid.
Subcontractors-- Enter the overpayment warnings to give for
subcontractor work orders and bids that are overpaid.
Other Costs-- Enter the overpayment warnings to give for other
cost purchase orders and bids that are overpaid.
Goldenseal can check for overpayments when you enter Material
Purchases, Other Costs and Subcontractor
Costs that have Bid or Purchase
Order in the Apply To field.
Enter one of the following ways to handle overpayments:
No Warning-- When you enter expense transactions, Goldenseal will not check for overpayments.
Warn if Overpaying-- If the total amount paid for a bid or purchase order is over its base amount, Goldenseal will ask if you are sure you want
to enter the transaction.
Forbid Overpayment-- If the total amount paid for a bid or purchase order is over its base amount, Goldenseal will not allow you to enter the
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