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#OnlyOnAlignBooks

General Setup

 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Company - General Setup options.
 
In this set-up you are required to provide the details and configure the currency, locations, indirect taxation status and accounting period.
 
 
                       General Setup
 
We will start with Company’s Basic information first;
 
1

Multi Currency

If you are an Importer or Exporter, keep Multi Currency “ON” 1. Multi Currency. This will provide you flexibility to enter transactions in
multiple currencies and your currency fluctuation Gain/Loss will be calculated automatically.
2

Base Currency

Select the Currency from the Drop Down list your County’s currency or the currency in which you want to maintain books of accounts.
3

Remove Currency Symbol in Reports

Enable this option if you do not want to display Currency symbol in Currency type fields like Rate, Amount etc. Keep Remove Currency Symbol in Report “ON” 3. Remove Currency Symbol in Reports.
4

Multi Location

If your business transactions are dealt from multiple locations and you want to maintain Branch wise/Location wise books of accounts along with consolidated accounts, keep Multi Location “ON” 4. Multi Location.
5

Location Label

Select from the Drop Down menu a suitable label for your locations i.e. Branch, Store etc.
6

Book Start Period

Enter the Book start date in “DD/MM/YYYY” format. You can also pack a date from the 6. Book Start Periodcalendar function.
7

Tax applicable in Sale / Purchase

Select the relevant option from the drop down list if you are registered in indirect tax network like GST / VAT then select GST or VAT as applicable. If you do not want to record taxes on your sale / purchase then select "Not Required".
8

Manage Document History

If you want to record the modifications / changes made to documents, keep this feature “ON” 8. Manage Document History.
9

Show Sample Company

If you are new to Alignbooks then this option will help checking the Demo Company which is preloaded with Configuration and Sample entries relating to your business activities, keep this feature “ON” 9. Show Sample Company until you got familiar with all features of Alignbooks.
10

Parent Company

If you are using Multi Companies and require Group reporting of Sales and Purchase.
11

Ageing Days Customer

Define the slab for the Ageing which will be used to get Ageing reports of Customers based on the intervals specified.
For Example,11. Ageing Days Customer 
Ageing days will be Ageing 1 (0-30), Ageing 2 (31-60), Ageing 3 (61-90), Ageing 4 (91-120), and Ageing 5 (121 and above).
Similarly you can define for Ageing 6 and 7.      
12

Ageing Days Vendor

Define the slab for the Ageing which will be used to get Ageing reports of Vendor based on the intervals specified.
For Example,  12. Ageing Days Vendor
Ageing days will be Ageing 1 (0-30), Ageing 2 (31-60), Ageing 3 (61-90), Ageing 4 (91-120), and Ageing 5 (121 and above).
Similarly you can define for Ageing 6 and 7.
13

Ageing Days Stock

Define the slab for the Ageing which will be used to get Ageing reports of Stock based on the intervals specified.
For Example, 13. Ageing Days Stock
Ageing days will be Ageing 1 (0-30), Ageing 2 (31-60), Ageing 3 (61-90), Ageing 4 (91-120), and Ageing 5 (121 and above).
Similarly you can define for Ageing 6 and 7.
14

SMS URL

Here Specify the URL of your own self purchase SMS pack where message text should be replaced as <ABMESSAGE> and Mobile Number should be replaced with <ABNUMBER>. When this URL is specified then All SMS will be sent with this configuration instead of using Alignbooks SMS Utility.
15

WhatsApp URL

Here Specify the URL of your own self purchase WhatsApp URL where message text should be replaced as <ABMESSAGE> and Mobile Number should be replaced with <ABNUMBER>. When WhatsApp URL is specified then All SMS will be sent through your WhatsApp also along with Normal SMS Utility.
 
We are now finished with the Basic part.  If you want, you can hide this option by clicking on .
 
Now will input the Email Configuration registration details of the Company. 
If you want to send the emails from your own SMTP client instead of Alignbooks Email Utility then provide your input for this configuration.
 
16

Sender Email ID

Enter the email ID from which the email will be sent.
17

Sender Email Password

Enter the password for this email ID.
18

Display Name

Enter the Name which you want to show as display name when Email is received to the client.
19

SMTP Server

Enter the server address of email client used to sent the email.
20

SMTP Port Number

Enter the outgoing port used by email client used to authenticate the email ID and password.
21

SMTP Timeout

Enter the timeout period (in seconds) to retry for sending email if no response from email client Server.
22

SSL Required

If the provider of your email account supports SSL (Secure Sockets Layer, a security technology) for the outgoing (SMTP) mail server keep this option "ON" 22. SSL Required
 
 
We have completed creation of  Email Configuration as well we have also completed General Setup.
 
Click on  to save the information entered in General setup.
 
 
If you want to look for Sales Setup. Click on “Sales Setup” Tab of the panel.
 
 
Click on  to exit from the company set up menu. Your company set-up a one-time exercise is done. However, you can change/modify the information any time, if so required.
 
 
We hope you enjoyed this tutorial. Please give us a shout for help.  Happy Aligning!