TOTAL Planning Suite Settings/Defaults Tutorial. Settings and Defaults Sets up program defaults that are automatically used when a new contact is created.

Slides:

Advertisements

Similar presentations

Privacy Settings How to complete your Privacy section.

Advertisements

Seed Management System Software for the Seed Industry.

Banner Self-Service The source for your employee information. Banner Self-Service Support.

HokieMart On-line Training Module Setting Up, Creating and Managing Your User Preferences Version 1.2 Revised

S.NO.COMPARISON BETWEEN SAFEKHATAOFFLINE ACCOUNTING SOFTWARE 1 Completely hosted accounting information in the cloud Susceptible to computer/server.

Polycom Quotes on Demand Tool Partner User Guide Version 1.1

XP New Perspectives on Creating Web Pages With Excel Tutorial 1 1 Creating Web Pages With Excel Tutorial 1.

1 Getting Started Lesson 1. 2 Lesson Objectives To gain an overview of the course and the topics to be covered To know how QuickBooks works and how you.

Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.

Automating Tasks With Macros

Microsoft Excel 2003 Illustrated Complete Excel and Advanced Worksheet Management Customizing.

Adjustments and Year-End Procedures

GroupWise Tutorial What is GroupWise? GroupWise is an and calendar service (much like Microsoft outlook) for Collin College faculty and staff.

Using Microsoft Outlook: Basics. Objectives Guided Tour of Outlook –Identification –Views Basics –Contacts –Folders –Web Access Q&A.

Education Google Calendar (GCal) English. Education Upon completion of this course, you will be able to:  Navigate the GCal interface  Search your calendar.

Chapter 12: Customers & Sales Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

Chapter 11: Vendors & Purchases Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.

At the login page, you will enter the following: Click “Logon” Do not use dashes in User ID.

McGraw-Hill/Irwin Introduction to QuickBooks Pro, 2004 © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. Chapter 8 Payroll Setup.

PRIOS ARA Limited Agent User Instructions PRIOS ARA Limited Agent User Instructions Professional Repossessors Interactive Operating System.

Advanced User Guide to Outlook and all its features.

Actilab Pharma Online Services User Manual June 2004.

2013.  Modify QuickBooks Preferences  Customize QuickBooks Menus and Windows  Customize the Icon Bar and Display Settings  Use the Item List and Other.

Chapter 11: Vendors & Purchases. ©2008 The McGraw-Hill Companies, Inc. 2 of 54 Vendors & Purchases Chapter 11 begins Part 3 of the book: Peachtree Complete.

1 Access Lesson 5 Creating and Modifying Reports Microsoft Office 2010 Introductory.

So – You want to learn how to put an article onto the state website. (Note: If you have not done so, you will need to review the web training provided.

FOREIGN CURRENCY Slideshow 14.

Microsoft ® Office Access ® 2007 Training Datasheets II: Sum, sort, filter, and find your data ICT Staff Development presents:

Doing Payroll With QuickBooks Lesson Lesson objectives  To gain an overview of payroll in QuickBooks  To learn more about payroll setup  To set.

1 OPOL Training (OrderPro Online) Prepared by Christina Van Metre Independent Educational Consultant CTO, Business Development Team © Training Version.

Doing Payroll With QuickBooks Lesson Lesson objectives  To gain an overview of payroll in QuickBooks  To learn more about payroll setup  To set.

VistA Imaging Capture via Scanning. October VistA Imaging Capture via Scanning The information in this documentation includes only new and updated.

Create a New Layaway in the LayThisAway System A step-by-step guide to creating a new Layaway in the LayThisAway System.

FIRST COURSE Access Tutorial 4 Creating Forms and Reports.

Chapter 12: Accounts Receivable. ©The McGraw-Hill Companies, Inc. 2 of 46 Accounts Receivable In Chapter 11, you learned how to use Peachtree’s Purchases/Receive.

Entering Contact Data Tutorial. Main Menu – FILE All contact functions are available under the File menu. Use Export to save a specific contact outside.

FMCSA Portal Prioritization Phase 1 Release, December 2010 v1.3 Company: Viewing/Editing Your User Profile.

Access Forms and Queries. Entering Data in Your Table  You can add data to your table in Datasheet view, by typing in the columns and rows.  This.

HP Project & Portfolio Management Entering Actual Hours for Project work July 11, 2007 CIMpleBS.com/HP-PPM/Training-Time Sheets.pps By Dan Gallagher See.

Medical. Step 1 Your User ID is your City network login which must be typed in ALL CAPITAL LETTERS. Enter the desired information into the User ID field.

Employee Self Service Benefits Open Enrollment Revised: 10/06/2008 October 13 – 31, 2008.

PowerPoint Slides to accompany Copyright © 2013 by Nelson Education Ltd.

XP New Perspectives on Microsoft Office FrontPage 2003 Tutorial 7 1 Microsoft Office FrontPage 2003 Tutorial 8 – Integrating a Database with a FrontPage.

Online Catalog Tutorial. Introduction Welcome to the Online Catalog Tutorial. This is the place to find answers to all of your online shopping questions.

Chapter 3 Automating Your Work. It is frustrating when you have to type the same passage of text repeatedly. For example your name and address. Word includes.

Overview Find Information quickly and easily Fully customisable Regular (subscriber selected) updates Comprehensive support (7 days)

Entering and Paying Bills Lesson 8. 2 Lesson objectives  To discuss the different ways you can handle bills in QuickBooks  To learn how to enter a bill.

Excel part 5 Working with Excel Tables, PivotTables, and PivotCharts.

PestPac Software. Overview: Effective with the release of Version 1.38, all payment entry will be done through the QuickPayment Entry screen. The design.

PestPac Software. Pay On Commission Commission can be paid on Production, Receipt, or Up-Front. Production: Commission will be paid when work is completed/an.

Welcome to State of Michigan Managerial and SupervisoryAdvance Approval & Modification Approval & Modification Tutorial Brought to you by the Office of.

Microsoft Project 2010 ® Tutorial 4: Assigning Resources and Costs.

Microsoft Access Prepared by the Academic Faculty Members of IT.

Pass-Throughs Chapter 1. PAGE REF #CHAPTER 1: PassThroughs SLIDE # 2 Objectives What makes an expense Billable, Not Billable, or Billed How to record.

Access Queries and Forms. Adding a New Field  To insert a field after you have saved your table, open Access, and open the table  It is easier to add.

Managing Revenue Chapter 2. PAGE REF #CHAPTER 2: Managing Revenue SLIDE # 2 Objectives Set up customer records in the Customer:Job list Record Sales Receipts.

Chapter 2 Page ref. Chapter 2 Managing Revenue 31.

Payroll Processing Chapter 7. PAGE REF #CHAPTER 7: Payroll Processing SLIDE # 2 2 Objectives Update your Payroll Tax Tables Create Paychecks and override.

Chapter 1 Page ref. Chapter 1 Pass-Throughs 1. Chapter 1 Page ref. Objectives 1. What makes an expense Billable, Not Billable, or Billed 2. How to record.

Payroll Setup Chapter 6. PAGE REF #CHAPTER 6: Payroll Setup SLIDE # 2 2 Objectives Activate the payroll feature and configure payroll preferences Set.

Customize Your View of Data Training Presentation for Supply Chain Platform: BAE Systems May 2015.

Chapter 2 Page ref. Chapter 2 Customizing QuickBooks 53.

McGraw-Hill/Irwin Introduction to QuickBooks Pro, 2004 © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. Chapter 11 Customizing QuickBooks.

Entering and Paying Bills Lesson 8. 2 Lesson objectives  To discuss the different ways you can handle bills in QuickBooks  To learn how to enter a bill.

Payroll Setup Chapter 5. PAGE REF #CHAPTER 5: Payroll Setup SLIDE # 2 2 Objectives Activate the payroll feature and configure payroll preferences Set.

Setting up Solver Add-in for Excel

Presentation Overview

Chapter 11 Vendors & Purchases

Polycom Quotes on Demand Tool Partner Manager Guide Version 1.1

QuickBooks - Jyoti Chandra Introduction

Presentation transcript:

TOTAL Planning Suite Settings/Defaults Tutorial

Settings and Defaults Sets up program defaults that are automatically used when a new contact is created. Benefits: –Elimination of repetitive data entry for each new contact. –Maintaining a consistent planning profile. Each default entry can be overridden for a specific scenario.

Settings/Defaults Menu From the Tools menu, select “Settings/Defaults – New Contacts”.

Settings Select from the “Settings” list to establish your personal preferences for a variety of items.

Account Types Add/Delete/Revise Account Types. You could identify different types of clients: “Commission”, “Hourly fee”, “Annual Retainer”, “Pro-Bono”. You can set up a number of Account Types, then specify the Account Type for each contact as you enter contact data. The Contact List can be filtered to display only clients of a certain Account Type.

Asset Classes On the Asset Class window we will provide “default” classes, using a performance based identification. You may change the names, or add up to 21 classes of your choice.

Asset Classes, cont. An example of revised and additional classes is shown above, including default rates. Reminder Set up asset classes BEFORE you start entering contact data, otherwise you will need to revise each contact record that was entered prior to the changes.

Asset Class Allocation After entering Asset Classes, go to the Allocation tab. Suggested allocation percents. Click this button to edit the allocation percents. Each column must total 100%

Assets (Rates) This check box will override rates at retirement age. Uncheck this box if you do not want asset rates to change by default. Set up “default” rates for each asset type. Default rates are used if you do not specify actual rates when entering assets.

Assets (Reinvestment) Use this section to tell the program how to reinvest surplus cash flow. Click Edit Allocation to make changes.

Personal Expenses You may use our “default” list of expenses, or edit/add/delete/reorder items to create your own default list. Use these buttons to edit the list.

Company Information Optionally enter your company information. This information is not used for the reports.

Cover Page Logo/Title Add your logo to the cover page. Specify report titles for Easy Money and Golden Years.

City - State If you have many clients in the same city, state, zip, etc. use this form to have these items auto-filled for new contacts.

Dependent Information Enter amounts for any items that you want auto-filled.

Report Defaults Report setting options.

Dialogs Turn functions for creating/displaying new contacts/scenarios on or off. Check this box for the program to automatically check for updates.

Scenario Set up various default rates and estate/income tax options.

State Taxes State Tax allows you enter state tax information. Go to HELP [press F1 while in the program] for instructions. Click here to find state tax info on the Internet.

Survivor Basic defaults for survivor and estate reports.

End of SETTINGS Tutorial