Use this screen to view and edit gross profit percentage values for part, labor, and miscellaneous account types. Add user defined part, labor, and miscellaneous account types, and to activate/deactivate user defined account types.
Description of fields on the screen
Field Label | Description |
---|---|
Edit | This option opens the account screen for editing. |
Select this option to print the account types list in report form. | |
Print Preview | Selecting this option allows you to view the account types list in report form on your screen. |
Export to CSV | This option exports the account type information in a CSV (Comma Separated Value) file format. |
Active | When checked, indicates the account type is active. You can only change this value for a user defined account type. |
Account | This value is the program term for the account type. You cannot edit this field. |
Display Name | This field is the name of the account type as displayed. This field can be edited while in Edit mode. |
Gross Profit Goal % | The percentage value in this field indicates the amount of gross profit for the account type. This field can be edited while in Edit mode. |
Display on Invoice | When checked, the selected Miscellaneous Account displays on the Invoice screen. This allows you to enter a cost amount for the selected entry. Some Miscellaneous Account entries in this column are disabled and are not displayed. |
OK | Select this option to save your changes and close the screen. This option is viewable in the edit screen. |
Cancel | Selecting this option closes the screen without saving. This option is viewable in the edit screen. |
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