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Accountant CZ

Microsoft RC Accountant CZ

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In MS RC Accountant CZ there are options for:

  • Processing of mass tasks for fixed assets in the Actions menu → FA OC Jobs. A detailed description of each option is described in the relevant documents, especially in the Majetek :

    • Fixed Asset Error Log (FA)

    • Build Fixed Asset Cards

    • Revision of data on the FA Card

    • Interruption of Accounting Depreciations

    • Transfer to STOCK and Dispose off the FA Card

    • Calculate Depreciation

  • Road tax processing and calculation of TV and radio fees in the offer Events → Taxes & Fees. A detailed description of each option is described in the relevant documents, especially in the Silniční daň and Rozhlasové a televizní poplatky :

    • Road Tax

    • Calculation of Radio and TV Fees

  • Advance payment processing in the Actions menu → Prepayment. A detailed description of each option is described in the relevant documents, especially in the Platby předem :

    • Payments Ahead List

    • Payment Journals

    • Apply Customer Ledger Entries

    • Generate Tax Documents and Credit Memos for Payments Ahead

  • management of all financing contracts with and without services in the Events → offer OC Posting. A detailed description of each option is described in the relevant documents (mainly Smlouva se službami , Smlouva bez služeb):

    • Batch contract posting setup

    • Batch payment posting (planner without services)

    • Post financing payment (without services)

    • Cancel financing payments

    • Batch - CI and accrual posting

    • Post financing payment (with services)

    • Post billing credit memos

    • Posting error log

    • Mass reinvoice maintenance

    • Maintenance mass invoice log

    • Mass invoicing fuel cards

    • Fuel card mass invoicing log

    • Bonus invoicing.


Description of the tiles added to this RC:

  • Pending User Tasks

    • A list of pending tasks that are assigned to the logged-in user.

      • List Task View Filter

        • % Completed <>100

        • Pending Jobs = Yes

  • Pending Salesperson Tasks

    • A list of pending tasks that are assigned to the signed-in user, but as a salesperson.

      • The user must be specified as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

        • List Task View Filter

          • Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • End Date = Today's date and higher dates such as today's date

          • System Job Type = Organizer

          • Closed = No

  • Expired Salesperson Tasks

    • A list of tasks after the due date of tasks that are assigned to the logged-in user but as a salesperson.

      • The user must be specified as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

        • List Task View Filter

          • Salesperson Code = Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • End date = lower dates such as today's date

          • System Job Type = Organizer

          • Closed = No

  • Pending Team Tasks

    • A list of pending tasks that are assigned to teams in which the signed-in user is specified as a salesperson.

      • The user must be specified as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

      • The user as a salesperson is entered in the team as a salesperson in the Salesperson Code field

        • List Task View Filter

          • The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • Team Code = filter of all teams in which the logged-in user as a salesperson appears

          • End Date = Today's date and higher dates such as today's date

          • System Job Type = Team

          • Closed = No

  • Expired Team Tasks

    • A list of tasks after the due date tasks that are assigned to teams in which the logged-in user is specified as a salesperson

      • The user must be specified as a salesperson in the Salespeople / Purchasers table

      • To identify a user as a seller, the value of the Salesperson Code from the Salesperson/Purchaser table must be entered in the Salesperson/Purchaser Code field in the "User Settings" list

      • The user as a salesperson is entered in the team as a salesperson in the Salesperson Code field

        • List Task View Filter

          • The Salesperson Code <> from the Salesperson Code of the logged-in user according to the settings in the "User Settings" list

          • Team Code = filter of all teams in which the logged-in user as a salesperson appears

          • End date = lower dates such as today's date

          • System Job Type = Team

          • Closed = No

Description of the added tiles for displaying email activities in OC:

  • Failed Emails in Outbox

    • emails where the sender is a logged-in user, which were not sent from OC due to an error (e.g. the function for sending emails is not set)

    • The error can be displayed by the user for each row of the list via the "Show error" button

  • Draft Emails in Outbox

    • a list of emails that the user has prepared but not sent and saved as Draft

  • Sent Emails Last 30 Days

    • A list of emails sent by the logged-in user in the last 30 days from the set date. By default, the date is set to the current date.