Knowledge Base

15860: Accounts Receivable Setup (DAS)


Drake Accounting®: When setting up receivables, is there a recommended order to set up information? 


Yes there is. In the menu at the left of the screen, select Receivables. Set up the information in the following order:

  1. Receivables Options
  2. Sales Tax Setup
  3. GL Account Setup
  4. Invoice Item Setup
  5. Customer Setup

Setting up the Customer section last ensures that appropriate Sales Tax and Invoice Items are in place that may be applied to individual customers.

Note: Transaction Types within GL Account Setup determine the availability of certain Payments screen items. (E.g. PN - Penalty must be included within the Transaction Types and associated with accounts before an amount can be entered within the Payments screen Penalty line.) 

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