GLDS	264	Version 4.61	Help Text Owner	264
HELP	OBID
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You can use this custom list for anything you'd like!Change its title in Options--Preferences--Interface.	28
The Company Info window lets you set basic information about your company. *****************Goldenseal lets you store a graphic image of your company logo, so it's easy to include in printed forms or reports with the Custom Layouts command. To add a company logo, follow these steps:     1. Create your company logo in any graphics program.     2. While in the graphics program, select the graphic.    3. Choose Copy from the Edit menu.     4. Switch to Goldenseal.    5. Choose Company Info from the File menu.    6. Click in the Company Logo field.    7. Choose Paste from the Edit menu (Mac) or right-click and choose Paste from the popup menu (Windows). *****************On the Macintosh, you can paste in any graphics that are in PICT format. That includes "MacPaint" style bitmap images, and "MacDraw" style drawings. HINT-- Many graphics programs support the PICT format.  If you want to use graphics that are not PICT, use a utility such as GifMover (www.kamit.com) to convert it to PICT. In Windows, you can paste in bitmap images that are in .bmp, .jpg, .gif, .tiff or .psd (Photoshop) formats. *****************For more about Company Info, see Lesson 18 in the Getting Started manual.	29
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Utility accounts are "classic" bookkeeping accounts.  Goldenseal uses them to keep track of expenses, revenues, accounts payable, accounts receivable, and similar bookkeeping items. *****************You probably don't need to create any new Utility accounts.To track expense by category, use Cost Categories (Getting Started Manual, Lesson 11) or Cost Locations (Getting Started Manual, Lesson 12).To track overhead expenses, use Overhead accounts.To group assets and liabilities, use Company Divisions.*****************See Lesson 50 in the Getting Started manual for more about Utility Accounts.	31
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Set up a Checking account for any bank account that has sequential checks. *****************To move money into or out of a Checking account, choose Checking Transactions from the Bank menu, and choose an account from the submenu.To pay several vendor invoices at one time, choose Pay Bills from the Bank menu.To write paychecks, choose Write Payroll from the Bank menu.*****************To see a record of checking income and outgo, choose Banking from the Reports menu, and choose Checking Transactions from the submenu. *****************To make an "instant purchase" by check, follow these steps:     1. Choose Material Purchases from the Costs menu, and click the New button.     2. Enter details for the purchase.     3. Enter Checking into the Payment Method field.     4. Enter a checking account into the Details field.     5. Hit the Enter key to close the transaction.  Goldenseal will ask for a checkbook.     6. Goldenseal will automatically deduct the cost from the checking account.*****************To print checks, choose Print Forms from the File menu, enter Checking Transactions into the Transaction field, and choose a check layout in the Form Type field.*****************See Lessons 37 and 38 in the Getting Started manual for more about bank transactions.	37
Set up a Savings account for any bank account that doesn't have sequential checks.*****************To create a new Savings account, follow these steps:     1. Choose New Record from the Edit menu, or click the New button.     2. Fill out information about the account. *****************To move money into or out of a Savings account, choose Savings Transactions from the Bank menu, and choose an account from the submenu.To see a record of savings income and outgo, choose Banking from the Reports menu, and choose Savings Transactions from the submenu. *****************See Lessons 37 and 38 in the Getting Started manual for more about bank transactions.	38
Use project accounts for construction work, professional services, rental property improvements, and other large tasks. You can use them for work you do for other people, or for your own internal projects.***************** When you enter project expenses in a Material Purchase or other expense transactions, choose Project as a Job Class, and enter a specific Project account into the Job field.*****************To see a "snapshot" of project expenses, choose Job Costs from the Costs menu, and enter Active Projects into the Job Types field.   To make a printed report, choose Projects from the Reports menu, and choose Costs By Category or Itemized Costs from the submenu.*****************To create bills for a project, choose Billing from the Bank menu, and choose Time and Materials, Draw Schedule or Progress Payment from the submenu (depending on how this project is billed).*****************To print project bills, choose Print Forms from the File menu, and choose Billing Records in the Transaction field.*****************See Lesson 9 in the Getting Started manual for more about Project accounts.	39
Use Subcontractor Accounts for anyone who provides services to you. *****************To enter subcontractor invoices, choose Subcontractor Costs from the Costs menu. To pay bills to subcontractors, choose Pay Bills from the Costs menu. *****************To view contact records for this subcontractor, click one of the buttons in the right side of the record layout.  *****************If you are required to pay worker's compensation and/or liability insurance for your subcontractors, enter the expiration date for the worker's compensation and liability policies held by the subcontractor. If the subcontractor has no insurance, leave the fields blank. If you must pay insurance for the subcontractor when their insurance is not in force, enter the percentage rates that you must pay. *****************For more about subcontractors, see Lesson 35 in the Getting Started manual.	40
Use Real Estate accounts to handle land, buildings, condominiums, and other real property. You can also use Real Estate accounts to cover mines, timber, minerals, agricultural fields, or other long-term depreciable assets.   Set up a separate real estate account for each property that you own. *****************To add a rental unit, click the Add Rental Unit button.  Double-click on a unit to see details for that unit (you can also change billing terms and rent amount there).*****************To enter leases for a property, choose Leases from the Income menu.   To enter rent payments, deposits, and other rent items, choose Rental Transactions from the Income menu. *****************To enter expenses for Real Estate accounts, create an expense transaction (Equipment Hours, Labor Hours, Material Purchase, Subcontractor Cost etc).  Enter Real Estate as a job class, and enter a specific property into the Job field. 	41
Set up an Employee account for each of your employees.  Consider any of the following as employees:       Hourly workers.       Workers who are on salary.       Owners, partners or officers (even if not on salary).       Unpaid volunteers or family members whose time you'd like to track *****************To import state payroll taxes, follow these steps:    1. Choose Import from the File menu, then choose Company File from the submenu.    2. Navigate to the Goldenseal Folder, and open the US Payroll folder.    3. Choose a file to import, and click Open.    4. Goldenseal will automatically import the data.     5. To see the state payroll information, choose Payroll Setup from the Costs menu, then choose Tax Items, Tax Packages or Tax Tables from the submenu.*****************To enter employee hours, choose Labor Hours from the Costs menu. To do payroll, choose Write Payroll from the Bank menu. *****************To handle reimbursements of employee expenses, choose Material Purchase from the Costs menu, and enter a transaction with Reimbursement as a condition. As an alternative, you can set up a Cash account for use by the employee. *****************For more about employees and payroll, see Lessons 45 and 46 in the Getting Started manual.	42
Set up an Investment account for any asset that doesn't fit into one of the other asset categories.*****************To create a new Investment account, follow these steps:     1. Choose New Record from the Edit menu, or click the New button.     2. Fill out information about the account. *****************To move money into or out of an Investment account, choose Investment Transactions from the Bank menu, and choose an account from the submenu.*****************To see a record of investment income and outgo, choose Banking from the Reports menu, and choose Investment Transactions from the submenu. *****************See Lessons 37 and 38 in the Getting Started manual for more about bank transactions.	43
Use Inventory accounts for each location where you have items for resale or for use in projects.*****************To purchase materials for inventory, follow these steps:     1. Choose Material Purchases from the Costs menu, and click the New button.     2. Enter details for the purchase.  Use an Item breakdown for specific cost items.    3. In the Job Class field, enter Inventory.  In the Job field, enter an account. *****************To sell inventory, follow these steps:     1. Choose Sales from the Income menu, and click the New button.     2. Enter Items into the breakdown popup.     3. Enter the specific items that you are selling into the breakdown table. *****************To use inventory in a project, follow these steps:     1. Choose Inventory Used from the Costs menu, and click the New button.     2. Enter Items into the breakdown popup.     3. Enter the specific items that you are using into the breakdown table. *****************To add startup inventory or adjust quantities, follow these steps:     1. Choose Special Transfers from the Bank menu, and choose Inventory Transfers from the submenu.     2. Click the New button.    3. Enter details for the adjustment. *****************See Lesson 47 in the Getting Started manual for about inventory tracking.	44
Use Material Accounts for suppliers who provide you with materials. *****************To enter purchases from a supplier, choose Material Purchases from the Costs menu. To pay bills to Material suppliers, choose Pay Bills from the Costs menu. *****************To make an "instant purchase" with cash, follow these steps:     1. Choose Material Purchases from the Costs menu, and click the New button.     2. Enter details for the purchase.     3. Enter Cash into the Payment Method field.     4. Enter an account into the Details field.     5. Hit the Enter key to close the transaction.       6. Goldenseal will automatically deduct the cost from the cash account.Use a similar process for "instant purchases" paid by check, credit card, automatic transfer or debit card.*****************To view contact records for this supplier, click one of the buttons in the right side of the record layout.  *****************For more about material expenses, see Lessons 33 and 34 in the Getting Started manual.	45
Create a Customer account for anyone who pays you money for goods or services. For PROJECT work, create a Customer account for each person or business that you do work for. The Customer account handles the person, and the Project account handles the piece of work (you may do more than one project for the same customer).For RETAIL SALES and PROFESSIONAL SERVICES, create a Customer account for all customers who are billed later, and for any other customers that you'd like to keep track of.  Also create one or more "unknown name" customer accounts for cash sales to unknown people.For PROPERTY RENTALS, create Customer accounts for all rental tenants who are signing a Lease with you. *****************You'll enter customers into Sales, Contact Log and Leases.If you have expenses that apply to a specific customer, enter them into the Job field of expense transactions (Material Purchases, Labor Hours etc).*****************Use the Print Forms command to print mailing labels or envelopes, so you can send marketing materials to your customers.*****************See Lesson 9 in the Getting Started manual for more about Customer accounts.	46
Set up a Cash account for cash registers, petty cash, money stuffed in mattresses, and any other place that contains cash.*****************To move money into or out of a Cash account, choose Cash Transactions from the Bank menu, and choose an account from the submenu.*****************To see a record of cash income and outgo, choose Banking from the Reports menu, and choose Cash Transactions from the submenu. *****************To make an "instant purchase" with cash, follow these steps:     1. Choose Material Purchases from the Costs menu, and click the New button.     2. Enter details for the purchase.     3. Enter Cash into the Payment Method field.     4. Enter an account into the Details field.     5. Hit the Enter key to close the transaction.       6. Goldenseal will automatically deduct the cost from the cash account.*****************See Lessons 37 and 38 in the Getting Started manual for more about bank transactions.	47
Use Equipment accounts for equipment that you own, if you want to include it as an asset, or if you want to track hours, maintenance costs or depreciation for it.  Use Equipment accounts for equipment that you lease from someone else, if you want to track hours or maintenance  costs for it.For example, use Equipment accounts to handle any of the following:      Machinery      Large tools      Vehicles      Furniture      Computers*****************To enter the hours that this equipment is used, choose Equipment Hours from the Costs menu.When purchasing parts or supplies for equipment, enter a Material Purchase, and enter the equipment account into the Job field.For time spent maintaining equipment, enter a Labor Hours record, and enter the equipment account into the Job field.If you use equipment to repair other equipment, enter the hours into Equipment Hours, and enter the equipment being repaired into the Job field.To purchase or sell an item of equipment, use an Asset Transfer.*****************For more about equipment accounts, see Lesson 31 in the Getting Started manual.	48
Use Credit Card accounts for credit cards that you use for purchases, and that don't draw directly from a bank account.  You can also use Credit Card accounts for lines of credit, and other "revolving" debt accounts. *****************To make an "instant purchase" by credit card, follow these steps:     1. Choose Material Purchases from the Costs menu, and click the New button.     2. Enter details for the purchase.     3. Enter Credit Card into the Payment Method field.     4. Enter an account into the Details field.     5. Hit the Enter key to close the transaction.       6. Goldenseal will automatically charge your credit card for the purchase. *****************To move money into or out of a Credit Card account, choose Credit Card Transactions from the Bank menu, and choose an account from the submenu.Click the New button to start a credit transaction:For an interest charge, enter Transfer Out into the Type field, and enter Interest Paid in the Transfer To field.For a cash withdrawal, enter Transfer Out into the Type field, enter Checking Account into the Transfer To field, and enter an account into the Account field.For a card payment by check, choose Checking Transactions from the Bank menu, choose an account, and then enter a bank check paid to the Credit Card account.*****************To see a record of loan transactions in "register" format, choose Banking from the Reports menu, and choose Loan Transactions from the submenu. *****************See Lessons 37 and 38 in the Getting Started manual for more about bank transactions.	49
Use Loan accounts for mortgages, equipment loans, notes, and any other loans that you'll pay with a lump sum, or through regular periodic payments. *****************To move money into or out of a Loan account, choose Loan Transactions from the Bank menu, and choose an account from the submenu.   Click the New button to start a loan transaction:For an interest charge, enter Transfer Out into the Type field, and enter Interest Paid in the Transfer To field.For a loan draw, enter Transfer Out into the Type field, enter Checking Account into the Transfer To field, and enter an account into the Account field.For a loan payment by check, choose Checking Transactions from the Bank menu, choose an account, and then enter a bank check paid to the Credit Card account.For a loan payment by automatic transfer, enter Transfer In into the Type field, enter Checking Account into the Transfer To field, and enter an account into the Account field.*****************To see a record of loan transactions in "register" format, choose Banking from the Reports menu, and choose Loan Transactions from the submenu. *****************See Lessons 37 and 38 in the Getting Started manual for more about bank transactions.	50
Use Owner Equity accounts to handle owner, partnership or corporate equity. The sum of all Owner Equity items is equal to the net worth of the business. *****************If you want to track owner equity in more detail, create additional Owner Equity accounts, and use Equity Transfers to transfer money between them. *****************To allocate ownership shares to multiple owners, follow these steps:     1. Choose Liability Accounts from the Accounts menu, then choose Owner Equity from the submenu.     2. Click the New button.     3. Enter the first owner into the first row of the Owner breakdown table. Also enter their percentage of ownership.     4. Press the Return key, and enter the next owner and their percentage.     5. Repeat step 4 until all owners are entered.     6. If you use more than one way to divide profits or ownership, click the New button, and repeat steps 3 to 5. 	51
Use Overhead accounts to track indirect costs that can't be assigned to a customer or project. Goldenseal starts out with one Overhead account.  For many businesses, the one basic Overhead account is enough.  You can also create additional overhead accounts to track costs in more detail. *****************When you enter overhead expenses into a Material Purchase or other expense transactions, choose Overhead as a Job Class, and enter a specific Overhead account into the Job field.*****************To see a "snapshot" of overhead expenses, choose Job Costs from the Costs menu, and enter Overhead into the Job Types field.*****************To get a printed report of overhead expenses, choose Expenses from the Reports menu, and choose Overhead by Category from the submenu.*****************See Lessons 33 to 35 in the Getting Started Manual for more about expenses.See Lesson 39 for more about job costs.	52
Use Other Cost Accounts for miscellaneous expenses that aren't materials or subcontractors. *****************To enter Other Cost services that are paid for immediately or billed for later payment, choose Other Costs fromthe Costs menu. To pay bills to Other Costs, choose Pay Bills from the Costs menu. *****************To view contact records for this subcontractor, click one of the buttons in the right side of the record layout.  *****************For more about other costs, see Lesson 35 in the Getting Started manual.	53
Use an Escrow account for money that you manage, but don't own. The money may be due to you in the future, or it may go to another party in the future. Escrow accounts are neither assets nor liabilities-- they are not included on your balance sheet at all. *****************To move money into or out of an Escrow account, choose Escrow Transactions from the Bank menu, and choose an account from the submenu.  *****************To see a record of escrow transactions in "register" format, choose Banking from the Reports menu, and choose Escrow Transactions from the submenu. *****************See Lessons 37 and 38 in the Getting Started manual for more about bank transactions.	54
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Use Basic Dimensions for project measurements that you'll type into each Estimate. *****************After you create a Basic Dimension, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose Estimate Dimensions from the submenu.     2. Switch to the dimensions layout where you'd like to use the dimension.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter Dimensions into the popup menu at the top, and choose the new dimension from the list.     6. Click OK. *****************A Basic Dimension can be any of the following types: Integer-- A whole number that you type in. Number-- A decimal number that you type in. Money-- A money amount that you type in. Percent-- A percentage that you type in. Checkbox-- A checkbox with an on or off value. Popup List-- A popup menu that shows up to six items. *****************For more about estimate dimensions, see Lesson 23 in the Getting Started manual.	60
Use Location Dimensions for measurements in each location within a project.  You'll see them when you are in an estimate, and choose Estimate Locations from the Options menu.*****************A Location Dimension can be any of the following types: Integer-- A whole number that you type in. Number-- A decimal number that you type in. Money-- A money amount that you type in. Percent-- A percentage that you type in. Checkbox-- A checkbox with an on or off value. Popup List-- A popup menu that shows up to six items. *****************After you create a Location Dimension, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose Location Dimensions from the submenu.     2. Switch to the dimensions layout where you'd like to use the dimension.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter Dimensions into the popup menu at the top, and choose the new dimension from the list.     6. Click OK. *****************For more about estimate dimensions, see Lesson 23 in the Getting Started manual.	61
The Delivery Methods list handles delivery, mailing and shipping charges. *****************The delivery charge table shows a list of weights or order amounts.  To enter delivery charges, follow these steps:     1. Click in the up to column in the first row.     2. Enter the first cost or weight at which the delivery charge changes.     3. Enter the dollar cost or percentage of order, for amounts below the first limit.     4. Click in the up to column in the next row.     5. Enter the next cost or weight at which the delivery charge changes.     6. Enter the dollar cost or percentage for that range.     7. Repeat steps 4 to 6 for each additional step.*****************Choose the address to fill in for this type of delivery. You can choose from the following:       Delivery Instructions-- for local deliveries       Billing Address       Mailing Address-- for mailed items       Shipping Address-- for items sent by freight or private carrier *****************The Delivery Method appears in Sales transactions.  Use it to determine delivery or shipping charges, and to set the sales tax rate. *****************For more about delivery charges and sales setup, see Lesson 40 in the Getting Started manual.	62
Enter the amount to use for this billing rate.*****************Assign Loan payment terms to each Loan Account. Goldenseal uses the payment terms automatically when you use the Pay Bills command to pay loans. 	63
Use Rental Payment Terms to specify terms for rentals of real estate or equipment. *****************Enter rental payment terms in each Lease you sign. *****************For more about rental management, see Lesson 41 in the Getting Started manual.	64
Use Vendor Payment Terms to specify terms for payments you make to Material, Subcontractor and Other Cost accounts. *****************Assign Loan payment terms to each Material Supplier, Subcontractor and Other Costs account. Goldenseal enters the usual payment terms into Material Purchases, Subcontractor Costs and Other Costs.  You can always change the terms for any transaction, if it is different than the usual ones. When you use the Pay Bills command to pay vendors, Goldenseal uses the terms to determine which invoices are due or overdue.  It also uses them to calculate retainage, early payment discounts and finance charges. 	65
The Sales Branch list handles locations from which sales are made. Create sales branches if you sell from more than one location.  You can also use them to separate sales from different departments or different offices, whether or not they are at different locations. *****************The Sales Branch appears in Sales transactions. When you enter each sale, enter the branch into the Sales Branch field. HINT-- To save time, create Templates that already contain the correct Sales Branch (and any other information you'd like to start with). *****************For more about sales setup, see Lesson 40 in the Getting Started manual.	66
Use Commissions to calculate the pay an employee receives for making a sale. *****************An employee earns a commission when they are entered in the Sales Rep field of an income transaction.  They can receive a commission on any of the following items: Leases-- Enter a Sales Rep into a Lease transaction if an employee earns a commission when a lease is signed. Projects-- Enter a Sales Rep into a Project account if an employee earns a commission on the project. Rental Transactions-- Enter a Sales Rep into a Rental Transaction if an employee earns a commission when rent is paid. Sales-- Enter a Sales Rep into a Sales transaction if an employee earns a commission on the sale. *****************When you make a sale, or get a new customer or project, enter the name of the employee into the Sales Rep field.*****************When you use the Write Payroll command, Goldenseal automatically calculates commissions for each employee, based on the sales transactions and project billing records that have them listed as the sales rep. *****************For more about Commissions and payroll, see Lessons 45 and 46 in the Getting Started manual.	67
The Unit Sizes list lets you set up the sizes for Assemblies and Cost Items. *****************Use Unit Sizes to identify the size of items that you buy, sell or include in projects. For example, you might want to use the following unit sizes for your interstellar horse racing, shoe and detergent store:       light years       furlongs       EEEE       super jumbo *****************Enter Unit Sizes into the Unit Size field in Assemblies and Cost Items. *****************For more about cost items and assemblies, see Lessons 13 and 14 in the Getting Started manual.	68
The Job Sales Tax list handles sales tax that you charge on sales and on project billing. *****************In Sales transactions, Goldenseal chooses a sales tax rate as follows:     1. If there is a delivery method, the delivery method determines whether to get the rate from the customer account or the sales branch..     2. If there is sales branch, Goldenseal uses its tax rate.     3. Otherwise Goldenseal uses the customer's tax rate. HINT-- you can always enter a different tax rate for any transaction, if the one Goldenseal chooses is not correct. *****************Enter a sales tax rate into Customer and Project accounts-- it's the tax rate that the account normally pays. Enter a sales tax rate into Sales Branches-- it's the tax rate normally charged at that branch. The tax rate is actually collected in income transactions-- Estimates, Sales, Billing Records and Rental Transactions.  Goldenseal automatically fills in the usual rate when you enter a customer or a sales branch. You can always change the sales tax rate if you need to charge a different rate for some reason. To charge sales tax on individual items in a Sales transaction with an item breakdown, turn on the Taxable Sales checkbox in each Cost Item record. To pay sales tax collections to your tax agency, use the Pay Bills command. To include sales tax when you do time and materials billing, turn on the Include Sales Tax checkbox in Project Payment Terms. 	69
Use Messages for 'stock' text that you can print on invoices, sales receipts, and other documents that you give to clients. *****************To add a message to a printed form, follow these steps:     1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.     2. Switch to the report layout where you'd like to use the field.     3. Click on the Field Tool from the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the message to appear.     5. You'll see a list of fields.  Choose Message Text from the list.     6. Turn off the Create Label checkbox.     7. Click OK. NOTE-- If Message Text is not available, you can't add a message to this type of transaction. 	70
Use Rounding Methods to round sale prices to convenient numbers, or to convert them to "retail" pricing like $9.95. *****************The rounding table allows you to use different rounding calculations for different price ranges. EXAMPLE-- You may want costs under $3 to be rounded to the nearest dime, costs between $3 and $30 to be rounded to the nearest dollar, and higher costs rounded to the nearest ten dollars. *****************For each range of prices, you can choose a different rounding or trim method. When you choose to round prices, Goldenseal adjusts them to the nearest multiple of the amount you enter in the value box at the right.  For example, if you round UP to the nearest .25, all costs will end in the next higher value ending in .25, .50, .75 or .00. When you choose to trim prices, Goldenseal adjusts them to a retail price.  For example, if you trim up to the nearest .25, values will end with the next highest even ten cents ending in .05 (.05, .25, .45, .65, or .85).*****************To use a Price Rounding Method, enter it into a Markup System, and then use the Markup System in the Markup field of Cost Items and Assemblies. NOTE-- The Markup System calculates the approximate markup, and then the Price Rounding Method converts it to a "retail" price. 	71
Use Company Divisions to group asset and liability accounts. *****************Assign a Company Division to each asset account and liability account. You can use Company Divisions as a breakdown when you create Reports.	72
The Actions Taken list identifies actions that you take to deal with any kind of business situation. NOTE-- The Actions Taken list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.*****************Use Actions Taken in Appointments, Contact Logs, Document Logs, Problem Logs and Project Logs. You can include any type of action that makes sense for your business.  For example, a gargoyle salesman might include the following actions:       Call made       Email sent       Grimace enhanced       Mail sent       Mug shots taken       Paperwork filed       Repair made       Roof inspected       Talons clipped       Wings polished 	73
The Contact Types list lets you classify contacts in the Contact Log. You might want to include classifications like office meetings, customervisits, letters and phone calls as Contact Types. *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	74
Use Cost Items to describe items that you purchase, sell or use in projects.  Cost items are individual material, labor, equipment or subcontractor costs that you use frequently. They can be items you buy or sell, or components in your products or services. *****************Use the Pricing Method field to set the way you'll calculate the cost of this item.  If you choose Manual, you can just type in a price.  The other pricing methods calculate a price based on material purchases that include this item.*****************Goldenseal automatically updates cost item prices whenever you enter material purchases or other expense transactions.You'll need to use an item breakdown, and include the specific cost items that were purchased.  If you want to update prices without making an actual purchase, enter Pricing Only into the Status field (left side of window).*****************To PURCHASE a Cost Item, follow these steps     1. Choose Material Purchases from the Costs menu.     2. Click the New button, or choose New Record from the Edit menu.     3. Enter the supplier and other purchase information.     4. Click on the breakdown popup, and enter Item.     5. Click in the first row of the breakdown table.     6. Enter the Cost Item into the Cost Item column. *****************To SELL a Cost Item, follow these steps:     1. Choose Sales from the Income menu.     2. Click the New button, or choose New Record from the Edit menu.     3. Enter the customer and other sale information.     4. Click on the breakdown popup, and enter Item.     5. Click in the first row of the breakdown table.     6. Enter the Cost Item into the Cost Item column. *****************To include a material Cost Item in an ESTIMATE, follow these steps:     1. Choose Estimates from the Income menu.     2. Click the New button, or choose New Record from the Edit menu.     3. Enter basic information for the estimate.     4. Click on the breakdown popup, and enter Item.     5. Click in the first row of the breakdown table.     6. Enter Material into the Cost Area column.     7. Enter the Cost Item into the Cost Item column. *****************For more about Cost Items, see Lesson 13 in the Getting Started manual.	75
Goldenseal passwords let you control access to your company file.  You can give each user full access or limited access to each part of the data.*****************When you first start with Goldenseal, it does not require passwords. Anyone can do anything, anywhere in the program. If you don't create any passwords, that is how the program will remain. HINT-- If only one person uses the program, or if all users are trusted, you can probably avoid using passwords.However you might still want to use a password for protection against snoopy outsiders. If you create passwords and want to go back to open access, delete all passwords but the Master Password. *****************For each user, create a separate password record with a user name and typed-in password.  You can also include a hint to remind users of their password.Click on the "slider" buttons next to each part of Goldenseal, and drag them to the access level you'd like to give to this user.  There are four basic access levels:    No Entry-- The user can't even look at this type of record.    View Only--  The user can see this type of record, but can't change them.    Write Access-- The user can change this type of record.    Full Access-- The user can change this type of record, change layouts, *****************For more about passwords, see Lesson 51 in the Getting Started manual.	76
Use Cost Account Types to group cost accounts. You can use the groupings to get cost reports that are broken down by account type. *****************Enter a cost account type in the Cost Type field of each cost account ( Equipment, Employees, Material Suppliers, Subcontractors and Other Costs). Use cost account types to Find or Sort cost accounts, or to print reports broken down by account type. 	77
Use Reminders to set up automatic reminders for Appointments. *****************When you create a new Appointment,  enter the desired reminder method into the Reminder field. To have Goldenseal remind you about appointments, follow these steps:     1. Choose Preferences from the Options menu, and choose Interface from the submenu.     2. Turn on the Show Reminder Alerts checkbox.     3. Click OK. 	78
The Customer Discount list sets up discounts for different groups of Customer accounts. *****************The Customer Discount table shows each Item Discount, which covers a group of cost items that all get the same discount. Next to each item, type in the discount that this group of customers gets when they purchase those items. *****************To assign a customer discount to a Customer account, follow these steps:     1. Choose Customers from the Accounts menu.     2. Find the Customer account.     3. Enter the discount into the Discount field.     4. Save the record. *****************Goldenseal automatically fills in the discount amount when you use an Item breakdown in a Sales transaction. 	79
The Item Discount list sets up discounts for different groups of Cost Items. *****************The Item Discount table shows each Customer Discount, which covers a group of customers that all get the same discount. Next to each item, type in the discount that each group of customers will get when they purchase items that have this as an item discount. *****************To assign an Item Discount to a Cost Item, follow these steps:     1. Choose Cost Items from the Costs menu.     2. Find the cost item.     3. Enter the discount into the Discount field. *****************Goldenseal automatically fills in the discount amount when you use an Item breakdown in a Sales transaction. 	80
Use Vendor Sales Taxes to describe the sales tax rates that you pay on purchases of materials, subcontracted labor, and other items. *****************To use a Vendor Sales Tax, open each Material Supplier, Subcontractor or Other Cost Account and enter the usual tax rate that the vendor charges. Goldenseal applies the vendor sales tax rate when you enter Material Purchases, Subcontractor Costs or Other Costs. The vendor's usual rate is entered automatically, but you can change it if that transaction has a different rate. To include sales tax when you do time and materials billing, turn on the Include Sales Tax checkbox in Project Payment Terms. To charge sales tax on individual items in a Material Purchase with an item breakdown, turn on the Taxable Purchases checkbox in each Cost Item record. HINT-- To enter the sales tax rates that you collect on Sales, use Job Sales Taxes. 	81
Use Job Types to group job accounts (Customers, Overhead Accounts and Projects). *****************Enter a job type in the Job Type field of each job account (Customers, Overhead Accounts and Projects). Use cost account types to Find or Sort cost accounts, or to print reports broken down by account type. 	82
Use Sales Promotions to handle repeated sales or promotional offers that discount pricing on the same items each time. *****************To run a sales promotion, follow these steps:     1. Select the promotion you'd like to run, and click Edit.     2. Turn on the Currently Running checkbox, then click OK. To end a sales promotion, follow these steps:     1. Select the promotion you'd like to run, and click Edit.     2. Turn off the Currently Running checkbox, then click OK. *****************For more about sales setup, see Lesson 40 in the Getting Started manual.	83
Use Wage Schedules to determine your employees' pay rates, pay periods, and overtime setup. *****************Assign wage schedules to each employee in the Employee Account. You can also assign a different wage schedule for any work in a Labor Hours record. *****************You can pay your employees in different ways. Hourly-- Choose Hourly if the employee is paid based on the hours worked.  Enter the hourly wage into the Rate field. Salary-- Choose Salary if the employee is paid a fixed dollar amount per pay period, regardless of hours worked.Enter the salary in the Rate field, and enter the time period on which this salary is based. Irregular Draw-- For employees who are paid irregular amounts. Owner Hourly-- For owners who are paid based on the hours they work. Owner Salary-- For owners who are paid a fixed dollar amount per pay period, regardless of hours worked. Owner Draw-- For owners who are paid irregular amounts. Hourly Equity-- For unpaid "sweat equity" work on an hourly basis. Salary Equity-- For unpaid "sweat equity" work on a salary basis. Bonus-- Choose Bonus for lump sum distributions. *****************For more about payroll setup, see Lesson 45 in the Getting Started manual.	84
Use Cost Classes to organize cost categories into larger groupings. *****************Assign cost classes to each cost category in a Category System. When you make job cost reports, you have the option to see breakdowns by cost class, or by cost class and category. *****************For more about cost categories and cost classes, see Lesson 11 in the Getting Started manual.	85
Use Assemblies to group one or more cost items into a finished product that can be sold, or used in projects. *****************Use assemblies for any of the following:       For construction work that consists of labor and material components.       For services that include predictable amounts of labor and/or materials.       For items you manufacture from labor and raw materials.       For items that you resell that require setup time or other labor.*****************Each assembly consists of one or more cost components. Each cost component can be a Cost Item, another Assembly, a Project Reminder or a Tool. Enter each component into the Breakdown Table.  To add a new component, click in the bottom row of the table and hit the Return key (Mac) or Enter key (Windows).HINT-- if you double-click on a non-editable cell in the table, Goldenseal will open the Cost Item record for that component.*****************Goldenseal computes the assembly cost automatically-- it adds up the cost of each component, and adds whatever markup you've entered into the Markup field.  To change the cost of an Assembly, change the cost of its components.*****************For more about Assemblies, see Lesson 14 in the Getting Started manual.	86
Use Cost Categories to group your expenses for estimates, job costs and reports.HINT-- You can use a simple list of cost categories, or you can group them into a Category System. *****************Categories appear in all expense transactions, in Estimates, in Sales, and in many other transactions. Each time you enter a transaction, the Category field shows a list of categories.If the supplier or job account has a Category System, the field shows the categories from that.  If there is no Category System, the field shows all categories. HINT-- The Subcategory field will show subcategories only if the category system includes subcategories. If you use a Category breakdown or Item breakdown, you'll also be able to itemize by category. HINT-- When you enter costs into an estimate, expense or sale transaction, you can enter the category first, and then look through a much shorter list of potential cost items. When you make job cost reports, you'll be able to see estimated and actual costs by category. *****************For more about Cost Categories, see Lesson 11 in the Getting Started manual.	87
More Addresses are similar to the Address Book.*****************You can use them for any sort of list of people or business, that you want to keep separate from the regular Address Book.  For example, you might use it for job applicants, personal friends, or prospects from a 'side business' that don't belong in the regular Prospects database.*****************To change the title of this transaction class, choose Preferences from the Options menu, and choose Interface from the submenu.	88
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More Addresses 2 are similar to the Address Book.*****************You can use them for any sort of list of people or business, that you want to keep separate from the regular Address Book.  For example, you might use it for job applicants, personal friends, or prospects from a 'side business' that don't belong in the regular Prospects database.*****************To change the title of this transaction class, choose Preferences from the Options menu, and choose Interface from the submenu.	90
The To Do List 2 is similar to the regular To Do List.*****************You can use it for any reminders that you want to keep separate from the regular To Do List.  For example, you might want to use one list for business tasks, and the other list for personal reminders.*****************To change the title of this transaction class, choose Preferences from the Options menu, and choose Interface from the submenu.	91
You can use this custom list for anything you'd like!Change its title in Options--Preferences--Interface.	92
You can use this custom list for anything you'd like!Change its title in Options--Preferences--Interface.	93
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Use Inventory Used transactions for items that you take out of inventory and use in projects. *****************When you enter Inventory Used transactions, Goldenseal will automatically adjust inventory values in the Inventory Account. It will also apply the inventory value to job costs and time and materials billing.  If you use an Item breakdown, Goldenseal will also reduce inventory quantities for each Cost Item and Assembly that you use. *****************For more about inventory tracking, see Lesson 47 in the Getting Started manual.	99
Use Material Purchase transactions to enter materials that you buy. *****************To make an "instant purchase", follow these steps:     1. Enter details for the purchase.     2. Enter Cash, Check or Credit Card into the Payment Method field.     3. Enter an account into the Details field.     4. Hit the Enter key to close the transaction.       5. Goldenseal will automatically create a bank transaction to pay for this item.*****************If you didn't pay for a purchase with an instant purchase, use the Pay Bills command to pay it when it is due. *****************Goldenseal automatically includes Material Purchases in Job Costs reports and Time and Materials billing. To see a list of purchases in "register" format, choose Expenses from the Reports menu, and choose Material Purchases from the submenu.*****************For more about purchases, see Lessons 33 and 34 in the Getting Started manual.	100
Use Asset Transfers to move asset value between accounts. *****************Use asset transfers whenever you buy or sell an asset. You can also use them when you need to change the value of an asset because of damage, improvements or changing markets. *****************Asset Transfers are not yet fully implemented.  You can use them to record changes in asset value, but they currently have no effect on the company financials. *****************For more about Asset Transfers, see Lesson 49 in the Getting Started manual.	101
Use Document Logs to track paperwork and other items that you send or receive*****************To save filing time, follow this system for most of your incoming paperwork:     1. When you receive paperwork, choose Document Log from the Income menu.     2. Click the New button, and enter information about the document into the log.     3. Mark the document number on the papers, and put them in a box in numerical order.     4. When the box is full, mark the number range on the outside of the box, and store it. *****************To retrieve old paperwork, follow these steps:     1. Choose Document Log from the Income menu.     2. Choose Find from the Edit menu, and enter whatever you need to locate the record.    3. When you find the correct document record, note the document number.     4. Find the box that contains that number, and then find the paperwork. *****************Here are some other general records which can help you to run your business:    Appointments-- For meetings and deadllines.    Contact Log-- For tracking phone calls and other personal contacts.    Policies & Procedures-- For company policies and "how to" instructions.    Problem Log-- For tracking problems and their fixes.    Project Log-- For tracking events and progress on projects.    To Do List-- For things you need to do.*****************For more about the Document Log, see Lesson 10 in the Getting Started manual.	102
Use Appointments to plan and record meetings that you have with customers or vendors. The Appointment Log gives you an official record of meetings that you can use if there are misunderstandings later. It also helps you to plan your schedule, and it reminds you about meetings and deadlines. *****************To have Goldenseal remind you about appointments, follow these steps:     1. Choose Preferences from the Options menu, and choose Interface from the submenu.     2. Turn on the Show Reminder Alerts checkbox.     3. Click OK. *****************When you enter an appointment, enter a type of Reminder into the Reminder field.  The Reminder determines how you'll be reminded for this item.  You can include an advance warning, an immediate warning, or both. To change the reminders, choose Other Lists from the Options menu, and choose Reminders from the submenu. *****************When it's time for the advance warning, Goldenseal will interrupt you with a warning dialog. Click OK to make the advance warning go away.  You can turn on the Remind Me Again checkbox to make the reminder come back later. You'll get a similar warning when the appointment is ready to happen. 	103
Use the Contact Log to record calls, meetings and visits with customers, prospects, suppliers or anyone else.*****************When you talk again with the same person, use the Find command to refer back to previous Contact Log records.  It may give you a better understanding of the situation.  For more about the Find command, see Lesson 16 in the Getting Started manual.HINT-- when you talk to us at Turtle Creek Software, we'll log your call into our Contact Log! *****************Here are some other general records which can help you to run your business:    Appointments-- For meetings and deadllines.    Document Log-- For tracking paperwork.    Policies & Procedures-- For company policies and "how to" instructions.    Problem Log-- For tracking problems and their fixes.    Project Log-- For tracking events and progress on projects.    To Do List-- For things you need to do.*****************For more about the Contact Log, see Lesson 10 in the Getting Started manual.	104
Payment Receipts are no longer needed, and have been disabled.Use the Deposit Funds command to create Bank Deposits instead, when you receive payments.	105
Use Sales transactions to enter items that you sell to customers, or services that you provide to them. *****************If you are a retail or wholesale business, Sales will be a very important part of your business. If you are a service business or professional and you bill directly for goods or services, use Sales. Otherwise, use Projects. If you are a construction business, property manager or developer, you probably won't use sales, unless you do some direct sales through a showroom or a sideline business. *****************To handle CASH sales, follow these steps:     1. Enter a sales transaction for the item.     2. When you are ready to make a deposit, choose Deposit Funds from the Bank menu.     3. Once cash sales have been deposited, their status is changed to Paid. *****************To handle BILLED sales, follow these steps:    1. Enter a sales transaction for the item.     2. At the end of the month, choose Billing from the Income menu, and choose Sales from the submenu.    3. You'll see a list of customers and the amount to bill for each. Click the Create Bills button to prepare billing records or statements.     4. Goldenseal creates a Billing Record for each customer. Choose Print Forms from the File menu to print billing statements to send out.    5.When payment is received on the Billing Record, use the Deposit Funds command to deposit it.*****************For more about sales, see Lesson 40 in the Getting Started manual.	106
Enter Prospect records for any potential customer who has not yet made a purchase from you or used your services. *****************To view contact records for this person or business, click one of the buttons in the right side of the record layout. *****************To create a Customer account from a Prospect record, follow these steps:     1. Click the Convert To Customer button.     2. You'll be asked if you're sure you want to create a customer.  Click OK.     3. Goldenseal will automatically create a Customer account with the information in this record. *****************To print envelopes or mailing labels, choose Print Forms from the File menu.*****************To see a report of Prospect records, choose Contacts from the Reports menu, and choose Prospects from the submenu.	107
Use Billing Records to send bills to customers for sales or project work. Each record shows one billing cycle for one customer or project.  For project work, the Billing Record determines the amount of work that is ready for billing. *****************To create Billing Records, choose Billing from the Bank menu, and choose one of the submenus. Goldenseal includes the following types of billing:Sales-- for items you sell to customers or services you provide.Draw Schedules-- for projects that you do with a fixed payment schedule.Progress Payment-- for projects that you do based on the percentage of work completed.Time and Materials-- for projects that you do based on actual costs.Allowances-- for fixed price items in a project.Change Orders-- for changes to a project.Rentals-- for property rentals or long-term equipment rentals.*****************Create a Billing Record directly when you bill separately for finance charges, or need to make any other type of adjustments to regular bills.*****************To print a billing statement for a customer, choose Print Form from the File menu, then choose Billing Statement in the Form Type field. *****************For more about customer and rental billing, see Lesson 42 in the Getting Started manual.  For project billing, see Lesson 43.	108
Use Estimates to calculate the cost of projects that you plan to do. *************To start a new estimate, do any of the following:    * Click the New button    * Click the template button (to the right of the New button) and choose a template.    * Find an estimate that is similar to this job. Choose Duplicate from the Edit menu.*************To enter a detailed estimate, follow these steps:     1. Click on the Breakdown popup field and choose Items (it may already be set to that).    2. Choose Estimate Dimensions from the Options menu, and choose the first dimension.     3. You will see a dimension layout where you can enter measurements. Fill in numbers.      4. Repeat steps 2 and 3 for each dimension in the menu.     5. Choose Estimate Dimensions from the Options menu, and choose Specifications.If you started with a template, follow these steps:    6. Click the Update Quantities button, and Goldenseal will fill in suggested amounts.    7. Go through the line items in the breakdown, and adjust any quantities that are different for this job.    8. To add more items, choose Table from the Edit menu, and choose Insert Row from the submenu. If you are starting a new estimate, follow these steps:    6. Click in the first row of the breakdown table, and enter a cost item or assembly.    7. Goldenseal will automatically calculate a quantity (based on dimensions).  Change it if necessary.    8. Hit the Return key (Mac) or Enter key (Windows) to add a new row to the table.    9. Repeat steps 6 to 8 for each additional item.*************To add "soft costs" to an estimate, add a row and then use one of these Cost Areas:    * Contingency, Overhead or Profit-- type in a money amount    * Percent of Hard-- enter a soft cost that is a percentage of the hard costs    * Percent of Total-- enter a soft cost that is a percentage of the total contract price.*************When your estimate is accepted, follow these steps:    1. If you don't already have a Customer account for this person, create one.    2. Choose Projects from the Accounts menu.    2. Click the New button.    3. Enter the Customer account into the Customer field.    4. In the Estimate field, enter this estimate.    5. Enter other details for the project.    6. Hit the Enter key to save the record.  Goldenseal will mark the estimate as Awarded.*************To enter changes after a project has started, use Change Orders.If you are sure you want to change the original estimate, follow these steps:    1. Open the Project account that uses the estimate.    2. Click on the popup button next to the Estimate field, and choose None from the bottom of the menu.    3. Click the Enter key.    4. Goldenseal will unlock the estimate, and you'll be able to change it.    5. When you are finished making changes, go back to the Project account and award the estimate again.*************For more about estimates, see Lessons 3 and 4 in the Getting Started manual.	109
Use Equipment Hours transactions to track equipment use. Enter Equipment hours for any of the following reasons:      If you charge for its time on a time and materials project.        If you want to track its usage for job costs.      If you want to keep track of where equipment is currently located and who is using it.*****************The equipment cost is shown automatically in job cost reports. *****************Equipment cost will also be billed automatically to any projects that use payment terms that are Time and Materials. *****************For more about Equipment Hours, see Lesson 35 in the Getting Started manual.	110
Use Labor Hours to enter time spent by anyone in your company:      Regular employee hours spent on any task.       Hours spent by salaried employees.       Hours spent by partners, owners or family members, even if the time is unpaid. You can also use Labor Hours for miscellaneous wages, vacation time and comp time. *****************To write paychecks for Labor Hours, choose Write Payroll from the Bank menu.*****************To import state and federal payroll withholding tables, follow these steps:    1. Choose Import from the File menu, then choose Payroll Update from the submenu.    2. Youll see a file open dialog.     3. Navigate to the Goldenseal Folder on your hard drive, and open the US Payroll folder.    4. Choose a file to import, and click Open.    5. Goldenseal will automatically import the data.     6. To see the state payroll information, choose Payroll Setup from the Costs menu, then choose Tax Items, Tax Packages or Tax Tables from the submenu.*****************To see a report of labor hours,  choose Expenses from the Reports menu, and choose Labor Hours from the submenu.*****************For more about Labor Hours, see Lesson 46 in the Getting Started manual.	111
Use Bids to enter price quotes that you receive from suppliers or subcontractors.  Bids can be competitive, where more than one supplier bids on the same project. *****************To enter several bids which compete with each other, follow these steps:     1. Choose Bids from the Income menu.     2. Click the New button, or choose New Record from the Edit menu.     3. Enter details for one of the bids.     4. Click the New button again, and enter a second bid.     5. In the Competes with field, enter the bid that you entered in step 3.     6. Repeat steps 4 and 5 for each competing bid.     7. Include the first bid in an estimate. *****************To include a bid in an estimate, follow these steps:     1. Choose Estimates from the Income menu.     2. Create an estimate, or find an existing one.     3. Give the estimate a category or item breakdown.     4. Click in the bottom row of the breakdown, and press the Return key to add a row.     5. Enter Bid into the Cost Area column.     6. Enter the bid you want to use into the Cost Item column. HINT-- If you click on the popup button in the Cost Item column, you'll see a list of available bids. If you enter a competitive bid in an estimate, Goldenseal uses the price of the lowest competing bid.*****************Goldenseal automatically updates the estimate price if a bid price changes, so you can start with a rough estimate on the bid, and then enter the firm price later when you receive it from the supplier or subcontractor. *****************To enter Subcontractor Costs or other expenses for a bid, follow these steps:     1. Choose Subcontractor Costs from the Costs menu.     2. Click the New button.     3. Enter details for the expense.     4. Click on the Applies To popup field, and enter Bid.     5. Enter the specific bid into the Transaction field. Goldenseal will only show bids for this subcontractor for the selected job. Goldenseal will warn you if you pay more than the bid amount. *****************For more about bids, see Lesson 6 in the Getting Started manual.	112
Use Payroll Records for the payroll that you pay to employees. *****************You'll create most Payroll Records with the Write Payroll command.  It automatically creates Payroll Records for the correct pay period, and with a full set of wage, deduction and benefit breakdowns. *****************To enter a full Payroll Record directly, follow these steps:     1. Choose Payroll Records from the Costs menu.     2. Click the New button, or click on an existing item and click the Edit button.     3. Enter an employee into the Employee field.     4. Click on the Breakdown popup at the left side of the window, and choose Wages.     5. Goldenseal will automatically fill in current wages, deductions and benefits. *****************When an employee makes a purchase with their own money and you reimburse them for the purchase, follow these steps to enter the purchase:     1. Enter a Material Purchases transaction, just as if you'd bought the item directly.     2. In the Payment Method field of the purchase, enter Employee Reimburse.     3. In the Details field of the purchase, enter the name of the employee.     4. When you save the purchase, Goldenseal automatically creates a Payroll Record for the money that you owe to the employee. To pay the reimbursement, follow these steps:     1. Create a Checking Transaction or Cash Transaction.     2. Enter Bank Check or Payment into the Type field at the top of the window.     3. Enter Employee the Payee Type, and the employee into the Pay To field.     4. Enter Payroll into the breakdown popup at the left side of the window.     5. You'll see a Payroll breakdown that includes the reimbursement, along with any other payroll items due to this employee.     6. Check the items you want to pay now. *****************For more about Payroll Records, see Lesson 46 in the Getting Started manual.	113
Use Other Cost transactions to enter miscellaneous expenses. *****************To make an "instant purchase" of an other cost item, follow these steps:     1. Enter details for the purchase.     2. Enter Cash, Check or Credit Card into the Payment Method field.     3. Enter an account into the Details field.     4. Hit the Enter key to close the transaction.       5. Goldenseal will automatically create a bank transaction to pay for this item.*****************If you didn't pay for an item with an instant purchase, use the Pay Bills command to pay it when it is due. *****************Goldenseal automatically includes Other Costs in Job Costs reports and Time and Materials billing. To see a list of other costs in "register" format, choose Expenses from the Reports menu, and choose Other Costs from the submenu.*****************For more about other costs, see Lessons 35 in the Getting Started manual.	114
Use Leases to record rental agreements with tenants in properties that you own or manage. *****************When you've signed a lease, choose Billing from the Bank menu, and choose Rentals from the submenu. Goldenseal will create Rental Transactions for the deposit, last month rent, and any rent that is currently due. Use the rental billing command each time rent is due. *****************If you need to send out a printed bill for rent, create a Billing Record for it.   The easiest way to do that is to enter Billed as a payment method when you use the rental billing command.*****************To see reports on rental activity, choose Rentals from the Reports menu, and choose one of the submenus.*****************For more about rental management, see Lesson 41 in the Getting Started manual.	115
Use the Project Log to enter any miscellaneous information about your projects. *****************You can record anything that seems like it might be helpful later on.  The Project Log may help you later in the following situations:       When you are involved in a lawsuit or other dispute       When you need documentation to safely terminate an employee or subcontractor       When you are trying to interpret job cost figures, based on project realities       When you are billing for change orders caused by special conditions HINT-- The Project Log is completely optional.  It has no accounting functions. *****************Here are some other general records which can help you to run your business:    Appointments-- For meetings and deadllines.    Contact Log-- For tracking phone calls and other personal contacts.    Document Log-- For tracking paperwork.    Policies & Procedures-- For company policies and "how to" instructions.    Problem Log-- For tracking problems and their fixes.    To Do List-- For things you need to do.*****************For more about the Project Log, see Lesson 10 in the Getting Started manual.	116
Use Contracts to create and track legal documents for customers, subcontractors or other parties.  *****************To create a printed contract, follow these steps:     1. Click the Write Contract button.     2. You'll be asked for a file name.  Enter it and choose a save location, then click Save.     3. Open your favorite word processor program.     4. Choose Open from the File menu.     5. Locate the file you created in step 2, and open it.     6. Do any formatting that you'd like.     7. Print the contract. *****************Goldenseal assembles a contract from the following components:    1. The text you type into the Contract Header, Body and Footer fields.    2. Any "stock" clauses that are included in the Contract Package that is in the Contract Package field.    3. Specifications for any cost items or assemblies that are included in the Specs Source transaction (usually a Project account or an estimate).*****************If you enter a value into the Subcontract Type field, Goldenseal will only include specs for that subcontractor.  If the field is blank, Goldenseal will include all specs in the contract.*****************For more about Contracts, see Lesson 7 in the Getting Started manual.	117
Use Purchase Orders and Work Orders to authorize and track expenses. *****************Use Purchase and Work Orders in any of the following cases:       If you need separate paperwork before purchasing items       If you need separate paperwork before approving work from employees or subs       If one person sets up an order, and another person fulfills it       If you want to track pricing in cases where you won't use a Bid or an Estimate       If you want a simple reminder for supplies that you need to buy NOTE-- Purchase and Work Orders are completely optional.  You can enter Material Purchases and other expenses directly, without ever creating a PO or WO.*****************To enter costs for a purchase or work order, follow these steps:    1. Create an Equipment Hours, Labor Hours, Material Purchase, Subcontractor Cost or Other Cost transaction.    2. Enter the supplier, description and amount for the expense.    3. Enter Project into the Job Class popup.    4. Enter the specific project into the Job field.    5. Enter Purchase/Work Order into the Apply To popup.    6. Enter a specific order into the Transaction field.Goldenseal 'posts' the expense to the order.  If the purchase amount is greater than the order amount, Goldenseal will warn you.*****************For more about purchase and work orders, see Lesson 6 in the Getting Started manual.	118
Use Subcontractor Cost transactions to enter subcontractor expenses.  You can enter the hours they work, or the invoices that they give you. *****************To pay a subcontractor immediately, follow these steps:     1. Enter details for the subcontractor cost.     2. Enter Cash, Check or Credit Card into the Payment Method field.     3. Enter an account into the Details field.     4. Hit the Enter key to close the transaction.       5. Goldenseal will automatically create a bank transaction to pay for this item.*****************If you didn't pay for an item with an instant purchase, use the Pay Bills command to pay it when it is due. *****************Goldenseal automatically includes Subcontractor Costs in Job Costs reports and Time and Materials billing. To see a list of subcontractor costs in "register" format, choose Expenses from the Reports menu, and choose Subcontractor Costs from the submenu.*****************For more about subcontractor costs, see Lessons 35 in the Getting Started manual.	119
Use Cash Transfers to move money from one account to another, when no other transaction will do the job.*****************Cash transfers are most often used to transfer funds between Utility accounts, if you've set up a 'classic' set of bookkeeping accounts. You can also involve project and overhead accounts in cash transfers. *****************A cash transfer does not affect accounts payable, billing or job costs. All it does is subtract money from one account's current balance, and adds it to the balance of another account. HINT-- You probably will never need to use Cash Transfers, but they are available in case you need to make an account adjustment and can't figure any other way to do it.*****************For more about Cash Transfers, see Lesson 49 in the Getting Started manual.	120
Use Chargebacks for cost adjustments in project work-- usually because of errors or damages. *****************Create a Chargeback whenever you need to change the amount that will be paid to a subcontractor or supplier. *****************Chargebacks are included with other invoices when you use the Pay Bills command. If the Chargeback is a charge against a supplier or subcontractor, the chargeback amount is added to the other invoices.  If it is a credit, it is subtracted from the other invoices. Goldenseal updates the status of the Chargeback when you make a bank payment to pay the bill. *****************To print a Chargeback, follow these steps:     1. Choose Special Transfers from the Bank menu, and choose Chargebacks from the submenu.     2. Locate the chargeback that you want to print.     3. Choose Print Forms from the File menu.     4. Enter one of the printed forms into the Form Type popup field.     5. Click Print. *****************For more about Chargebacks, see Lesson 10 in the Getting Started manual.	121
Use Cost Transfers to move job costs from one account to another, from one cost category to another, or from one cost location to another. *****************Enter a Cost Transfer whenever you need to adjust job costs.  You may need to do that in the following cases:       To enter prior job costs, from before you started using Goldenseal.       To correct a mistake in an expense transaction that has already been posted.       To account for work done on one job that really should be costed to another. *****************For more about Cost Transfers, see Lesson 49 in the Getting Started manual.	122
Use Equity Transfers to adjust ownership shares, log in investments by owners, or pay out dividends to owners.*****************NOTE-- Goldenseal currently does no posting of equity transfers.  They will not affect any account balances.  We plan to add more complete equity handling in a future version. *****************For more about Equity Transfers, see Lesson 49 in the Getting Started manual.	123
Use Inventory Transfers to enter changes of inventory that can't be handled by ordinary purchases or sales. *****************Use Inventory Transfers to enter the startup inventory quantities that you already own when you start using Goldenseal. You can also use Inventory Transfers for any of the following:       "shrinkage", miscounts or losses        inventory that has increased or decreased in value       items that you manufacture       items that you move from one inventory account to another *****************When you enter an Inventory Transfer, Goldenseal adjusts the quantities of Assemblies and Cost Items, and also updates the value of items of Inventory Accounts. *****************For more about inventory tracking, see Lesson 47 in the Getting Started manual.	124
Use Rental Transactions to record rent payments, deposits, deposit refunds, and other money exchanges with tenants. *****************When you've signed a lease, choose Billing from the Bank menu, and choose Rentals from the submenu. Goldenseal will create Rental Transactions for the deposit, last month rent, and any rent that is currently due. Use the rental billing command each time rent is due. *****************If you need to send out a printed bill for rent, create a Billing Record for it.  The easiest way to do that is to enter Billed as a payment method when you use the rental billing command.*****************To see reports on rental activity, choose Rentals from the Reports menu, and choose one of the submenus.*****************For more about rental management, see Lesson 41 in the Getting Started manual.	125
Use Change Orders to track changes that are made to a project after an estimate has been accepted and work has started. *****************Use change orders whenever you change the price of a project after the contract has been signed or the estimate awarded. NOTE-- You do not need to use a change order if changes are made before an estimate is awarded. In that case, either create an Allowance, or simply change the cost in the estimate itself. Change orders can be billed with a fixed price, or they can be based on actual time-and-materials expenses.*****************To print a change order document that can be signed by the customer or subcontractor, choose Print Forms from the File menu. *****************To assign expenses to a change order, follow these steps:     1. For a material purchase, choose Material Purchases from the Costs menu.     2. Choose Project in the Job Class field.     3. Enter the project account into the Job field.     4. Enter Change Order into the Applies To field.     5. Enter the specific change order into the Transaction field. *****************To view accumulated expenses for a change order, follow these steps:     1. Choose Change Orders from the Income menu.     2. Find the specific change order.     3. Check the Materials to Date and Other Costs to Date fields. *****************When  you are ready to do billing for a change, follow these steps:     1. Choose Billing from the Bank menu, and choose the Change Orders submenu.     2. Double-click on the project that includes the change order.     3. Put a checkmark in the Bill column next to each change order that is ready for billing.     4.When you have entered all completed items, click the Create Bills button to complete the billing process *****************For more about Change Orders, see Lesson 10 in the Getting Started manual.	126
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Use bank transfers for bank interest and service charges.  Also use bank transfers to move money from one bank account to another. A Transfer In puts money into your account, and a Transfer Out takes money out.*****************To add interest that you earn on a bank account, enter a Transfer In and enter Interest Received into the Transfer From field.To add miscellaneous credits that you earn on a bank account, enter a Transfer In and enter Other Credit into the Transfer From field.To transfer money into a bank account from a different bank account, enter a Transfer In, and enter the type of bank account into the Transfer From field.  Enter the account that is providing funds in the Account field.  Goldenseal will automatically create a matching Transfer Out in the other account.*****************For more about bank transfers, see Lesson 38 in the Getting Started manual.	134
Use Bank Payments for debit cards, cash withdrawals, automatic transfers and other bank payments that don't have a sequential check number.*****************Use the Pay Bills command to pay multiple vendors at once. To pay for one specific transaction, enter the type of transaction into the Transaction Paid field, and enter a specific transaction into the Reference field.To pay money "on account", enter On Account into the Transaction Paid field.  Goldenseal will credit that account for the money, and deduct it from the next bills that are due.To pay for multiple items from one vendor, enter Purchases into the Breakdown field (at the left side of the window).  Goldenseal will automatically list all items that are due from this account.  Put a checkmark next to each item that you want to pay now.*****************To make an "instant purchase" by debit card or auto transfer, follow these steps:     1. Choose Material Purchases from the Costs menu, and click the New button.     2. Enter details for the purchase.     3. Enter Checking Debit into the Payment Method field.     4. Enter an account into the Details field.     5. Hit the Enter key to close the transaction.     6. Goldenseal will create a bank payment to cover the purchase.*****************For more about bank payments, see Lesson 38 in the Getting Started manual.	135
Use Bank Deposits for money that you add to an account from sales or project income, rental income, or vendor refunds.*****************Use the Deposit Funds command to deposit multiple items at one time.*****************To deposit funds from one specific transaction, enter the type of transaction into the Transaction Paid field, and enter a specific transaction into the Reference field.To receive money "on account", enter On Account into the Transaction Paid field.  Goldenseal will credit that account for the money, and deduct it from the next bills they owe you.To deposit a payment for multiple transactions, enter Payment into the Breakdown field (at the left side of the window).  Goldenseal automatically lists all items that are due from the current account.  Put a checkmark next to each item that you want to pay now.*****************For more about bank deposits, see Lesson 44 in the Getting Started manual.	136
Use bank transfers for bank interest and service charges.  Also use bank transfers to move money from one bank account to another. A Transfer In puts money into your account, and a Transfer Out takes money out.*****************To subtract interest that you pay on a bank account, enter a Transfer Out and enter Interest Paid into the Transfer To field.To subtract miscellaneous charges that you pay on a bank account, enter a Transfer In and enter Other Charge into the Transfer To field.To transfer money out of a bank account and into a different bank account, enter a Transfer Out, and enter the type of bank account into the Transfer To field.  Enter the account that is receiving funds in the Account field.  Goldenseal will automatically create a matching Transfer In in the other account.*****************For more about bank transfers, see Lesson 38 in the Getting Started manual.	137
Use Bank Checks for numbered checks that pay out of Checking, Escrow and Loan accounts.*****************Use the Pay Bills command to pay multiple vendors at once. To pay for one specific transaction, enter the type of transaction into the Transaction Paid field, and enter a specific transaction into the Reference field.To pay money "on account", enter On Account into the Transaction Paid field.  Goldenseal will credit that account for the money, and deduct it from the next bills that are due.To pay for multiple items from one vendor, enter Purchases into the Breakdown field (at the left side of the window).  Goldenseal will automatically list all items that are due from this account.  Put a checkmark next to each item that you want to pay now.*****************To make an "instant purchase" by check, follow these steps:     1. Choose Material Purchases from the Costs menu, and click the New button.     2. Enter details for the purchase.     3. Enter Check into the Payment Method field.     4. Enter an account into the Details field.     5. Hit the Enter key to close the transaction.  Goldenseal will ask you for a checkbook.     6. It will then create a check to cover the purchase.*****************For more about bank checks, see Lesson 37 in the Getting Started manual.	138
Use Vacation Items to set up paid holidays, vacation days, sick days or personal days.*****************To use Vacation Items, bundle them into a Vacation Package and enter the package in the Employee account. To give vacation time to employees, make a Labor Hours record and enter Vacation Used into the Overtime field. Goldenseal will automatically create Labor Hours records for holidays when you use the Write Payroll command for that period.To see vacation time that is accrued during each pay period, open a Payroll Record, and enter Vacations into the Breakdown popup field.*****************For more about payroll setup, see Lesson 45 in the Getting Started manual.	139
Use Vacation Packages to determine the paid vacations and holidays that you give each employee.*****************The Vacation Package shows a list of  Vacation Items.  Click on the checkmark for each item that you want to include in this package. HINT-- Click the Edit Vacation Items button to enter new Vacation items, or change the ones you already have. *****************Assign vacation packages to each employee in the Employee Account. You can also assign vacation packages as part of a Wage Schedule, if employees get different vacation amounts for different types of work. *****************For more about payroll setup, see Lesson 45 in the Getting Started manual.	140
Use Tax Items to calculate payroll withholding, employer taxes, and other payroll adjustments.HINT-- Goldenseal already includes tax tables for all US states, and all Canadian provinces.*************To use Tax Items, include them in a Tax Package, and assign the Tax Package to an Employee account or a Wage Schedule. After you enter employee hours in Labor Hours records, use the Write Payroll command to create Payroll Records and paychecks. *************WORKER'S COMP--  There are three basic ways you can handle Worker's Comp insurance, depending on the way you pay for it:       * A flat percentage or cost-per-hour for all payroll.       * Different rates for each employee.       * Different rates for each type of work that is done. If you pay a FLAT PERCENTAGE of payroll or an amount PER HOUR or PER DAY worked, follow these steps:     1. Choose Payroll Setup from the Costs menu, and choose Tax Items from the submenu.     2. Click the New button.     3. Type in a name.     4. Use Direct Percentage or Direct Dollars as a calculation method.     5. Enter the percentage or amount.     6. In the Based On field, enter the wage amount to use for a calculation base.     7. Enter any other details about the payment.If you pay DIFFERENT PERCENTAGES for each employee, follow these steps:     1. Choose Payroll Setup from the Costs menu, and choose Tax Items from the submenu.     2. Click the New button.     3. Type in a name.     4. Use Comp Percentage as a calculation method.     5. In the Based On field, enter the time period to use for a calculation base.     6. Enter any other details about the payment.     7. In each Employee Account, enter the percentage into the Worker Comp Percent field. If you pay different percentages or dollar amounts for each TYPE OF WORK, follow these steps:     1. Choose Payroll Setup from the Costs menu, and choose Tax Items from the submenu.     2. Click the New button.     3. Type in a name.     4. Use Category Comp Rate as a calculation method.     5. In the Based On field, enter the time period to use for a calculation base.     6. Enter any other details about the payment.     7. In each Category System, enter the rate for each category of work.     8. If you use subcategories, enter a rate for each subcategory.     9. Turn on the Comp Rate as Percent checkbox if you pay a percent of payroll. Turn it off if you pay a dollar amount.   10. When you enter Labor Hours records, assign each item to a category.   11. Goldenseal will use the cost category to calculate worker's comp rates. *************Use the Based on and Subtract From fields to handle benefits that are not taxable, taxes that subtract another tax as part of the	141
Use Tax Packages to determine the specific Tax Items that you deduct from each employee's pay (or that the employer pays). HINT-- Goldenseal already includes Tax Packages for all US states and Canadian provinces.  You can easily import them into your company file. *****************For most states you'll only need one Tax Package, as long as you always deduct the same taxes (and pay the same employer taxes) for all employees. The following states require multiple Tax Packages to handle different withholding rates for marital status, local taxes or other conditions:     Alabama, Arizona, Connecticut, Delaware, Indiana, Maryland, Michigan    New Jersey, New York, North Carolina, South Carolina. Here are examples of some other times when you may need to set up additional Tax Packages:       When you have employees in multiple states.       When you have some employees who get the federal Earned Income Credit (EIC).       When you deduct union dues from just some employees. *****************Assign tax packages to each employee in the Employee Account. You can also assign them as part of a Wage Schedule. *****************For more about Company Info, see Lesson 18 in the Getting Started manual.	142
Use Tax Tables to calculate tax items that use a step table with different rates for different wage amounts. HINT-- Goldenseal already tax tables for all US states, and all Canadian provinces.  You only need to fiddle with Tax Items if you have additional withholdings such as union dues.*****************To use a Tax Table, enter it into a Tax Item. *****************To update your own tax tables, follow these steps:     1. Choose Payroll Setup from the Costs menu, then choose Tax Tables from the submenu.     2. Click on the tax that has changed, then click the Edit button.     3. Check the tax booklet. If the amount of an exemption has changed, change the numbers on the left side of the window.     4. Check the withholding step table in the booklet-- it's usually called the Formula method.     5. If the allowance or exemption amounts have changed, enter them into the fields on the left side of the window.     6.If the cutoff amounts, base amounts or percentages have changed, enter new values into the table on the right side of the window. Annual tax updates are also available from Turtle Creek Software-- check our website at www.turtlesoft.com for details. *****************For more about payroll setup, see Lesson 45 in the Getting Started manual.	143
Use Benefit Items to describe each type of benefit that you provide to your Employees. Benefit Items also handle employee contributions to benefit plans.*****************To use Benefit Items, include them in a Benefit Package, and assign the Benefit Package to an Employee account or a Wage Schedule. After you enter employee hours in Labor Hours records, use the Write Payroll command to create Payroll Records and paychecks. Goldenseal will automatically calculate benefit charges and deductions.*****************For more about Benefit Items, see Lesson 45 in the Getting Started manual.	144
Use Benefit Packages to assign benefits to each employee. *****************The Benefit Package shows a list of  Benefit Items.  Click on the checkmark for each item that you want to include in this package. HINT-- Click the Edit Benefit Items button to enter new Benefit items, or change the ones you already have. *****************To assign benefits to an employee, follow these steps:     1. Choose Employees from the Accounts menu.     2. Find the Employee Account.     3. Enter a benefit package into the Benefit Package field. *****************If an employee receives different benefits for different types of work, follow these steps:     1. Create a Wage Schedule for each type of work.     2. In each wage schedule, turn off the Use Employee Benefit Package checkbox, and enter the benefits that apply to that type of work.     3. When you enter Labor Hours, assign the appropriate wage schedule to that work. The listed benefits will also be applied to that work. *****************For more about Benefit Packages, see Lesson 45 in the Getting Started manual.	145
Use Category Systems to set up a system of categories and optional subcategories.  You can run your entire business using one category system, or you can use multiple category systems for different areas. HINT-- If you start out with a Starter File, Goldenseal will already include some category systems for that type of business.*****************To add categories to a new category system, follow these steps:    1. Click in the first row of the Category table.    2. Click in the Category column, and choose a Cost Category from the list.    3. If you'd like, you can also fill out the other columns in the row.    4. To add another category, hit the Return key (Mac) or the Enter key (Windows).    5. Repeat steps 2 to 4 for each additional category.*****************To add subcategories to a new category system, follow these steps:    1. Click on a category in the Category table.    2. Click in the first row of the lower Subategory table.    3. Click in the Subcategory column, and choose a Cost Category from the list.    4. If you'd like, you can also fill out the other columns in the row.    5. To add another subcategory, hit the Return key (Mac) or the Enter key (Windows).    6. Repeat steps 3 to 5 for each additional category.*****************For more about Category Systems, see Lesson 11 in the Getting Started manual.	146
You can choose the next number to use, if you already have number series going and don't want to start at 1. You can also set up complex numbering systems that use punctuation or letters. Simple NumberingIf you type in a simple number, each new transaction or account will increase the number by one. EXAMPLE-- if you type in 166, the number series will be 166, 167, 168, 169, 170. You can use large numbers, if you'd like the number to include information such as the month and year. EXAMPLE--  if you type in 20000001, the number series will be 20000001, 20000002, 20000003, 20000004. If you include zeros before a number, they will be included in the numbering system. EXAMPLE-- if you type in 0097, the number series will be 0097, 0098, 0099, 0100 and 0101. You can include one or more decimal points.  The far right digit will increase by one each time. EXAMPLE-- if you type in 4.95, the number series will be 4.95, 4.96, 4.97, 4.98, 4.99, 5.00, 5.01. Using Punctuation and TextIf you type any punctuation or text into a number, it will be added to every account or transaction number. The number itself will still increase by one for each new account or transaction. Here are some examples of things you might type in, and the number series they create: 02-0098-- 02-0098, 02-0099, 02-0100, 02-0101 12/02 0001-- 12/02 0001, 12/02 0002, 12/02 0003 Bid-045-- Bid-045, Bid-046, Bid-047, Bid-048 02 997-- 02 997, 02 998, 02 999, 03 000, 03 001 #108/98-- #108/98, #108/99, #109/00, #109/01 39B 9A 8N-- 39B 9A 8N, 39B 9A 9N, 40B 0A 0N, 40B 0A 1N 	147
Use Owners to describe each person or corporation that owns a part of your company. *****************Enter the ownership share for each owner in an Owner Equity account. When you transfer money to or from owners, enter them as the main account in a Bank Transaction. 	148
Use Depreciation to determine the way depreciation is calculated for assets such as real estate and equipment. *****************Goldenseal allows you to use several different calculation methods to compute depreciation or amortization.  For tax depreciation, use whichever method is required by tax regulations, based on the type of asset and the year it was placed in service. For general depreciation, use whichever method best matches your needs. *****************To use a depreciation method, open a Real Estate or Equipment Account and enter the depreciation methods that are used for business management and tax purposes. 	149
Use Tools to identify any non-consumable items that you include in Assemblies.  You can include hand tools, power tools, small equipment and similar items. *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.*****************You can enter Tools as line items in the subassembly table of an Assembly. You can also enter Tools as line items in an Estimate that has an Item breakdown. When you start work on a project, create a Tool report that lists which tools you need for the job. 	150
Use Markup Systems to calculate the cost of items that you resell or use in projects.*****************Goldenseal markups calculate five different prices for each unit cost:    Resale-- The price when you sell an item directly to a customer.    Reduced-- The price when you sell an item directly when it is "on sale".    Project-- The price when you use an item in a project.    Component-- The price when you include an item in an Assembly.    Inventory-- The value of an item while it is stored in inventory.*****************To use a Markup System, enter it into the Markup field in a Cost Item or Assembly.  The Markup System will calculate resale, reduced price, project, component and inventory prices for the item. *****************For more about markup and unit costs, see Lesson 13 in the Getting Started manual.	151
The Investment Types list lets you classify your investment accounts. For example, you might have classifications such as the following:       stocks       bonds       money market accounts       coins under the seat cushions *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	152
Use Contract Clauses to build up a library of standard contract language, for use in contract documents. *****************Type in the text that you'd like to include in contracts.  You can include any words or numbers.  You can also include carriage returns to put the text on more than one line. *****************Goldenseal includes a few special phrases that you can use to include company info or project info within a clause.      BizAddress-- Goldenseal replaces this with your current company name.      BizName-- Goldenseal replaces this with your current company address.      AcceptDate-- Goldenseal replaces this with the acceptance date for the contract.      ClientAddress-- Goldenseal replaces this with the address of the project.      ClientName-- Goldenseal replaces this with the customer name for the project.      DownPayment-- Goldenseal replaces this with the down payment for the project.      FinishDate-- Goldenseal replaces this with the completion date for the project.      ProjectCost-- Goldenseal replaces this with the cost of the project.      ProjectDescrip-- Goldenseal replaces this with the brief description of the project.      RetainPct-- Goldenseal replaces this with the retainage percentage for the project.      StartDate-- Goldenseal replaces this with the start date for the project.NOTE-- To see the actual text used for substitution, choose Preferences from the Options menu and choose Contracts from the submenu.*****************For more about contracts, see Lesson 7 in the Getting Started manual.	153
Use Rental Unitss to identify each rental unit in your rental properties.*****************Goldenseal displays each rental unit in the Real Estate Account where it is located.You can get Reports with a breakdown by rental unit.*****************For more about rental management, see Lesson 41 in the Getting Started manual.	154
The Subcontract Types list identifies the different subcontracts you can write. *****************Use Subcontract Types if you use the contract-writing features in Goldenseal to write contracts for subcontractors that do work for you. For example, a construction company may have subcontracts with electricians, masons, painters and plumbers. In Cost Items and Assemblies, the Subcontract Types field lets you determine which work is included in the specifications section of each subcontract. in Contracts, the Subcontract Types field determines which unit costs are included in the specifications section for this contract.  If you leave the field blank, all items are included. *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	155
Use Equipment Billing Rates to set up time and materials billing and job cost rates for equipment. *****************Assign Equipment Billing Rates in each Equipment account. The Billing Rate field determines what is charged when the equipment item is used for time and materials billing. The Job Cost Rate field determines the internal job cost charge for this item when it is used on projects. If the selected billing rate uses a Variable Rate calculation method, you can enter the specific billing rate that is used for that equipment account. *****************When you create an Equipment Hours transaction, the rates from the equipment account are entered automatically. You can change either of the billing rates, if a different rate will be used for this transaction. 	156
Use Currencies for any type of national currencies that you accept.This is an experimental class that can be used to create Sales or Purchases in alternate currencies.  	157
Use Labor Billing Rates to set up billing charges and job cost rates for labor.*****************Assign Labor Billing rates in Employee Accounts-- you'll use one rate for time and materials billing, and one to calculate job costs. If the selected billing rate uses a Variable Rate calculation method, you can enter the specific billing rate that is used for that Employee account. When you create a Labor Hours transaction, the billing and job cost rates from the Employee account are entered automatically. You can change either of the billing rates, if a different rate will be used for this transaction. 	158
Use Subcontractor Billing Rates to set up the amount you bill customers for subcontractor work on time and materials projects. *****************Enter a Subcontractor Billing Rate into each Subcontractor account in the T&M Billing Rate and Job Cost Rate fields. When you enter Subcontractor Costs, Goldenseal will fill in the usual billing rates. *****************For more about project billing, see Lesson 43 in the Getting Started manual.	159
Use Customer Payment Terms to set up billing dates, finance charges, early payment discounts, and other details of payments for Sales transactions. *****************Assign a customer payment terms to each Customer Account. If you use different terms for different Payment Methods, also enter the terms there. Goldenseal will automatically enter the customer's usual terms into Billing Records and Sales transactions.  If that record uses different terms, you may be able to change the terms-- depending on when you set in the Payment Method. *****************For more about payment terms and sales, see Lesson 40 in the Getting Started manual.	160
Use Project Payment Terms to set up billing dates, finance charges, early payment discounts, and other details of payments for project billing. *****************To use Project Payment Terms, assign them to a Project account.  They automatically determine payment details when you do project billing. *****************Follow these steps to use Retainage on your projects:    1. Enter a retainage amount into the Project Payment Terms.    2. Choose Projects from the Accounts menu.     3. Locate the account that uses retainage.     4. Click in the Payment Terms field, and enter one of the terms that has retainage.     5. When you submit bills for this project, retainage is automatically subtracted. To see the amount of retainage currently owed by a project, follow these steps:     1. Choose Projects from the Accounts menu.      2. Locate the account you'd like to see.     3. Check the Retainage To Date field at lower right. To bill for retainage at the completion of a project, follow these steps:     1. Choose Billing Records from the Income menu.     2. Click the New button, or choose New Record from the Edit menu.     3. Enter the account and other details.     4. Enter Retainage Balance into the Bill For popup field.     5. Goldenseal automatically fills in the retainage balance. 	161
The Document Types list lets you classify documents that you send or receive. *****************Use Document Types in the Document Log. You might want to include classifications like letters, faxes, junk mail, blueprints and legal notices. *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.*****************	162
Use Templates to save time when you create new records. With a template, you get a copy of a prior record that is similar to the one you need now. HINT-- You could also use the Find command to locate a past record, and then make a duplicate.  But a template is quicker. You can use templates for any type of transaction that you need on an irregular basis.*****************To start a recurring transaction, follow these steps:     1. Find a transaction that you'd like to copy.     2. Choose Template This Item from the Options menu.     3. Enter details for the template. *****************To make a copy of template when you are starting a new transaction, follow these steps:     1. Open the transaction window for the type of transaction you'd like to create.     2. Click on the template button (to the right of the New button). You'll see a popup menu of all available templates.     3. Choose the desired template from the menu.     4. A copy of the template will be created automatically.     5. Fill in any additional information. *****************For more about templates, see Lesson 24 in the Getting Started manual.	163
Use Recurring Transactions to automatically enter transactions that occur monthly, or on some other regular basis.*****************To start a recurring transaction, follow these steps:     1. Make a new transaction and fill out all details about the transaction, or open an existing transaction.     2. Choose Recur this Item from the Options menu.     3. Enter details for the recurring item. *****************Goldenseal creates recurring transactions automatically on the schedule you set. The way they are handled depends on the Action field in the setup box. If you chose Auto Create as an action, the transaction will be created automatically with no prompting from you. If you chose Warn First, a prompting dialog will be given to you before the transaction is created. If you chose Add To To Do List, the transaction will be added to the To-Do List (THIS FEATURE NOT YET AVAILABLE). Whenever you open Goldenseal, it will check for recurring transactions that are now due, and create new transactions for them. If you leave Goldenseal running overnight, it will check for recurring items at the beginning of each new day. *****************For more about recurring transactions, see Lesson 24 in the Getting Started manual.	164
Use the Pay Bills dialog to pay money that is due to vendors.Before you use this command, enter expense transactions (Material Purchases, Subcontractor Hours and Other Cost records).*****************Click on the Type popup field at upper right to show different payable items:    All Vendors/Found Vendors-- All material suppliers, subcontractors and other costs.    All Materials/Found Materials-- All material suppliers with unpaid purchases    All Subcontractors/ Found Subcontractors-- All subcontractors with unpaid expenses    All Other Costs/Found Other Costs-- All other cost accounts with unpaid expenses    Loans-- all loans that are currently due    Credit Cards-- all credit cards with an unpaid balance    Payroll Taxes-- payroll items that were deducted from past Payroll Records.    Sales Taxes-- sales tax on past sales.    Vendor Withholding-- vendor withholding on past expense transactions.*****************To see an itemized list of unpaid items, double-click on any account.*****************When you are ready to pay the selected bills, click the Create Checks button.*****************To leave the Pay Bills dialog, click the Close button.	165
The Itemized Bills window shows a list of unpaid expense items from a vendor.*****************Click in the first column to mark items that you want to pay now.*****************If you have paid money "on account" to the vendor, Goldenseal will subtract it from the amount that is currently due for other items.*****************Goldenseal automatically computes early-payment discounts and late charges, based on the Vendor Payment Terms.  To change the discount or late charges, click in the Adjustments column and type in a different amount.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	166
Use the Write Payroll dialog to write paychecks for employees.Before you use this command, enter Labor Hours records for the work done by each employee.*****************To see an itemized list of WAGES, double-click in the Wages column for any employee.To see an itemized list of DEDUCTIONS, double-click in the Deduct or Cat Tax column for any employee.To see an itemized list of BENEFITS, double-click in the Benefits column for any employee.To see an itemized list of EMPLOYER TAXES, double-click in the Emp Tax column for any employee.To see an itemized list of VACATION earned and used, double-click in the Vacation column for any employee.*****************When you are ready to write paychecks, click the Write Payroll button.HINT-- if you don't enter a checkbook, you can create Payroll Records, and then write paychecks for them later.*****************To leave the Write Payroll dialog, click the Close button.	167
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The Job Costs command shows a "snapshot" of expenses and income for each project.*****************Enter the type of accounts you'd like to see in the Job Types popup field at upper right.Enter the type of details you'd like to see in the Details popup field at the bottom. You can show the following details when you double-click on an account:    Category breakdown-- a list of cost categories, with expense totals for each.    Items breakdown-- a list of all expense items included in the project.    Location breakdown-- a list of cost locations, with expense totals for each.    Progress by category-- a progress report where you can mark percentage completion.    Progress by location-- a progress report where you can mark percentage completion.    Progress by item-- a progress report where you can mark percentage completion.*****************When you double-click in a row, Goldenseal shows more details about that account.  Exactly what you see depends on what you have in the Details field.If you are viewing an Items breakdown, Goldenseal only shows items that match the category you click in.  For example, a double-click in the Materials column shows a list of material purchases.HINT-- for printed reports, you can also choose Projects from the Reports menu, and choose Costs by Category or Itemized Costs from the submenu.*****************To leave the Job Costs dialog, click the Close button.	169
The Itemized project window shows a list of billing phases for a project.Click in the first column to mark items that have been completed and that are ready to bill now.*****************If an item is partly completed, enter a percentage into the % Done column, or enter an amount into the Amount Done column.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	170
The Itemized Expenses window shows a list of expenses for a time and materials project.Click in the first column to mark items that are ready to bill now.*****************Goldenseal calculates a Markup amount, based on the management fee in the Project Payment Terms for this project.  If you need to adjust this amount, type a different number into the Markup column.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	171
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The Change Orders billing dialog shows a list of all projects that include change orders.*****************Double-click on a project row to see an itemized list of change orders for that project.*****************To determine which projects to bill now, click in the Bill column.*****************To create Billing records for all marked projects, click the Create Bills button.*****************To leave the Billing dialog, click the Close button.	173
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The Itemized Bills window shows a list of unpaid loans or credit card items.*****************Click in the first column to mark items that you want to pay now.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	175
The Itemized Wages window shows a list of wages earned by an employee during this pay period.*****************Click in the first column to include wages in this pay period.If some wages are not listed, close the Write Payroll windows and check the Labor Hours records.  You may need to add a record for the work done during this period, or change the date of an existing record if you accidentally put it into a different pay period.*****************If you want to change amounts in this table, follow these steps:    1. Choose Preferences from the Options menu, and choose Expenses from the submenu.    2. Turn on the checkbox for Allow Payroll Deduction Changes.  Click OK.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	176
The Draw Schedule billing dialog shows a list of draw schedule projects.Before you use this command, set up Project accounts for each project you are doing, and enter Draw Schedule into the Project Type field.*****************When you are ready to bill for work on a draw schedule project, double-click in any cell in that row.  You'll see an itemized progress dialog where you can mark off the phases that are ready to bill for now.*****************To determine which projects to bill now, click in the Bill column.*****************To create Billing records for all marked projects, click the Create Bills button.*****************To leave the Billing dialog, click the Close button.	177
The Itemized Deposits window shows a list of income items that are ready to deposit now.*****************Click in the first column to mark items that are ready to deposit now.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	178
The Allowances billing dialog shows a list of all projects that include allowances.Before you use this command, make sure your project includes Allowances.  To include allowances in an estimate, follow these steps:    1. Choose Allowances from the Income menu.    2. Click the New button.    3. Enter details for the allowance.  Click the Enter key to save changes.    4. Choose Estimates from the Income menu.    5. Open an estimate, or click the New button to create a new one.    6. If the estimate doesn't have breakdowns, change it to Category or Items breakdowns.    7. Add a row to the breakdown table, and enter Allowance into the Cost Area column.    8. Click in the Cost Item column and select an allowance.    9. When you are finished with the estimate, open a Project account and enter it into the Estimate field.*****************Double-click on a project row to see an itemized list of allowances for that project.*****************To determine which projects to bill now, click in the Bill column.*****************To create Billing records for all marked projects, click the Create Bills button.*****************To leave the Billing dialog, click the Close button.	179
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The Itemized Commissions window shows a list of commissions earned for an employee pay period.*****************Click in the first column to mark items to include in this pay period.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	181
The Time and Materials billing dialog shows a list of all time and materials projects.Before you use this command, set up Project accounts for each project you are doing, and enter Time and Materials into the Project Type field.*****************Double-click on a project row to see an itemized list of expenses for that project.*****************To determine which projects to bill now, click in the Bill column.*****************To create Billing records for all marked projects, click the Create Bills button.*****************To leave the Billing dialog, click the Close button.	182
The Progress Payment billing dialog shows a list of progress payment projects.Before you use this command, set up Project accounts for each project you are doing, and enter Progress By Category, Progress By Location or Progress By Item into the Project Type field.*****************When you have completed work on a project, double-click in any cell in that row.  You'll see an itemized progress dialog where you can mark off the phases that are ready to bill for now.*****************To determine which projects to bill now, click in the Bill column.*****************To create Billing records for all marked projects, click the Create Bills button.*****************To leave the Billing dialog, click the Close button.	183
The Itemized Change Orders window shows a list of change orders for a project.Click in the first column to mark items that are ready to bill now.*****************To see a list of expenses for a change order, double-click in its row.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	184
The Itemized Allowances window shows a list of allowances for a project.Click in the first column to mark items that are ready to bill now.*****************Goldenseal includes the base allowance amount in the project-- you will bill for that amount as part of your regular Draw Schedule or Progress Payment billing.The allowance billing is for the DIFFERENCE between the original allowance and actual costs.  This may be a negative number if you spent less than the allowance.To see a list of expenses for an allowance, double-click in its row.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	185
Use the Deposit Finds dialog to deposit money that you have received.Click on the Type popup field at upper right to show different depositable items:    Payment Receipts-- You'll see a list of all undeposited payment receipts.  Put a check mark next to each item you'd like to deposit now.    Cash Sales By Date-- You'll see a list of undeposited cash sales.  Put a check mark next to each item you'd like to deposit now.    Cash Sales By Branch-- You'll see a list of sales branches, with the undeposited cash sales from each.  Double-click on each sales branch to see a list of undeposited sales.    Billed Sales-- You'll see a list of customers with unpaid bills.  Double-click on a customer row to see their unpaid sales.  Put a check mark next to each paid item.    Billed Projects-- You'll see a list of projects with unpaid bills.  Double-click on a project row to see their unpaid bills.  Put a check mark next to each paid item.    Billed Rentals-- You'll see a list of tenants with unpaid bills.  Double-click on a tenant row to see their unpaid bills.  Put a check mark next to each paid item.*****************When you are ready to deposit the selected items, click the Deposit Funds button.*****************To leave the Deposit Funds dialog, click the Close button.	186
The Rentals billing dialog shows a list of all active tenants.*****************Double-click on a tenant row to see an itemized list of rental items for that tenant.  You can select which items are due now.*****************To determine which tenants to bill now, click in the Bill column.*****************To create Billing records for all marked tenants, click the Create Bills button.*****************To leave the Billing dialog, click the Close button.	187
The Itemized Rentals window shows a list of potential rental charges for a tenant.  Goldenseal lists ALL the rents that you'll collect over the entire term of the lease.  It automatically marks off items that are due, and that have not yet been billed.*****************Click in the first column to mark items that are ready to bill now.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	188
The Sales billing dialog shows a list of customers, with the amount of billed sales that are pending for each customer.Before you use this command, enter Sales transactions for each item that you have sold to customers.*****************To see a detailed list of Sales invoices for a customer, double-click in any cell in that row.*****************To determine which customers to bill now, click in the Bill column.*****************To create Billing records for all marked customers, click the Create Bills button.*****************To leave the Billing dialog, click the Close button.	189
The Itemized Sales window shows a list of unpaid Sales transactions for a customer.Click in the first column to mark items to be billed.*****************For discounts, click in the Adjust column and enter a negative number.  For finance charges, click in the Adjust column and enter a positive number.HINT-- Goldenseal automatically calculates discounts and finance charges if you enter them into Customer Payment Terms.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	190
The Category Breakdown window shows a list of cost categories used in a project, with the expense totals for each category.*****************If this project includes cost subcategories, click in the Details popup field at the bottom of the window to control whether you see subcategories or items when you double-click on a category.If the project does not include subcategories, a double-click on any row will always show the expense items in that category.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	191
The Job Cost Items window shows a list of expenses in a project.*****************When you double-click on a project, all expenses for the project will be included.When you double-click on a category in a Category Breakdown, you'll only see expenses within that category.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	192
The Job Cost Progress window shows an 'estimated versus actual' breakdown for a project.*****************The Budget column shows the original estimate, and the Cost To Date column shows the actual expenses for each category or location.*****************If you enter a value into the Percent Done or Value Done columns, Goldenseal will calculate a predicted final cost for that category.  It also shows you the cost variance from the original estimate.*****************Goldenseal uses the progress percentage for Progress Payment billing, if the project is set up for that type of billing.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	193
Use Calculated Locations for measurements in each location within a project.  You'll see them when you are in an estimate, and choose Estimate Locations from the Options menu.*****************Each Calculated Location includes a "padlock" button on its right.  When the padlock is closed, the dimension value is calculated automatically from other dimensions.  When the padlock is open, you can type in a value for this dimension.  Click on the padlock to open or close it.HINT-- If you turn off the Value Can Be Changed checkbox, the padlock will always be locked.*****************After you create a Calculated Location, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose Location Dimensions from the submenu.     2. Switch to the dimensions layout where you'd like to use the dimension.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter Dimensions into the popup menu at the top, and choose the new dimension from the list.     6. Click OK. *****************For more about estimate dimensions, see Lesson 23 in the Getting Started manual.	194
Use Calculators to calculate values for reports and printed forms. *****************After you create a Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose either Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	195
Use Calculators to calculate values for reports and printed forms. *****************After you create a Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose either Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	196
Use Calculators to calculate values for reports and printed forms. *****************After you create a Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose either Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	197
Use Working Hours to set up the days and hours when you will work on a Project. *****************Assign working hours to an Estimate. When you click the Update Schedule button, Goldenseal will calculate the starting date and time for each item, based on the actual working hours. *****************For more about project schedules, see Lesson 5 in the Getting Started manual.	198
Use Work crews to set up a list of employees or subcontractors who will work on a Project. *****************Goldenseal will use Work Crews in a future version, when we enhance the scheduling features to track hours for specific employees or subcontractors. 	199
Use Vendor Withholding for taxes that you withhold from suppliers or subcontractors. *****************To use a Vendor Withholding, open each Material Supplier, Subcontractor or Other Cost Account and enter the withholding rate that applies to that account. Goldenseal applies the vendor withholding rate when you enter Material Purchases, Subcontractor Costs or Other Costs. The vendor's usual rate is entered automatically, but you can change it if that transaction has a different rate. Goldenseal automatically deducts vendor withholding when you use the Pay Bills command. You can also use the Pay Bills command to pay the withholding amounts when they are due. 	200
Use Property Management Terms for the amounts you charge, when you manage properties for other people.This is an experimental list, and it is not fully implemented.	201
The Manufacture transaction has not yet been developed.  It is meant for manufacturers who convert raw materials into finished products.This transaction may eventually be removed or replaced.  If you want to see it implemented, please let us know!	202
Use Billing Statement transactions to create a monthly or irregular statement of billing amounts and payments for a Customer.*****************When you enter a date range, Goldenseal will automatically calculate and display a starting balance at the beginning of the period. It will then list all charges and payments during the period, and show the amount due at the close of the statement period.A Billing Statement will combine all unpaid amounts from a customer-- including billed sales, billed projects, allowance bills, change orders, and rentals. HINT-- Many people send out a monthly Billing Statement, and also include invoice printouts for any Sales or Billing Records during the period.	203
Web Visits are an experimental type of transaction.They may be discontinued in a future update.  If you have used them, please let us know!	204
Use Utility Account Calculators to get values from utility accounts. *****************Some utility accounts include references to all transactions of a certain type, and Utility Account Calculators are an easy way to get totals for a time range, if you want specific totals in a report.*****************After you create a Utility Account Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose either Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	205
Use Custom Calculations to add, subtract, multiply or divide other values in reports. *****************After you create a Custom Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose either Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	206
Use Payroll Tax Calculators to determine where tax items appear in payroll reports and print forms.  Goldenseal uses them for W-2 and other payroll report forms.*****************Three calculation methods use the Items Included table to get values.  The calculator will get the sum of all listed items for one employee during the time period:     Base Amount-- The calculation uses the base amount of all listed items.     Deduction Amount-- The calculation uses the deduction amount of all listed items.     Cutoff Amount-- The calculation uses the cutoff amount of all listed items. The other calculation methods do not use the Items Included table.  They get values directly from Payroll Records during the time period.*****************After you create a Payroll Tax Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	207
Use Income Tax Calculators to determine where tax items appear in income tax reports. NOTE-- It's possible we will make changes to Income Tax Calculators.  Right now we really don't use them for anything. *****************After you create an Income Tax Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	208
Use Calculators to calculate values for reports and printed forms. *****************After you create a Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose either Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	209
Use Summation Calculators to add together several calculated values in reports. *****************To include values in the calculation, follow these steps:    1. Click in the first row of the table.    2. Click in the Class column, and choose the type of calculation you'd like to add.    3. Click in the Calculation column, and choose a specific calculation.    4. To add a new row to the table, hit the Return key (Mac) or the Enter key (Windows).    5. Repeat steps 2 to 4 for each item that you'd like to add to this summation.    6. When you are finished, click OK.*****************After you create a Custom Calculator, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose either Printed Forms or Reports from the submenu.     2. Switch to the report where you'd like to use the calculation.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter the type of Calculation into the popup menu at the top, and choose the new calculation from the list.     7. Click OK. *****************For more about calculators, see Lesson 22 in the Getting Started manual.	210
Use Calculated Dimensions for project measurements that you calculate from basic dimensions. *****************Each Calculated Dimension includes a "padlock" button on its right.  When the padlock is closed, the dimension value is calculated automatically from other dimensions.  When the padlock is open, you can type in a value for this dimension.  Click on the padlock to open or close it.HINT-- If you turn off the Value Can Be Changed checkbox, the padlock will always be locked.*****************After you create a Calculated Dimension, follow these steps to use it:     1. Choose Custom Layouts from the Options menu, and choose Estimate Dimensions from the submenu.     2. Switch to the dimensions layout where you'd like to use the dimension.     3. Click on the Calculator Tool-- in the palette on the left side of the window.     4. Click on the report and drag the mouse through the area where you'd like the calculation to appear.     5. You'll see a list of calculations.      6. Enter Dimensions into the popup menu at the top, and choose the new dimension from the list.     6. Click OK. *****************For more about estimate dimensions, see Lesson 23 in the Getting Started manual.	211
The Itemized Benefits window shows a list of employee deductions for an employee pay period.*****************You normally don't need to change the items in this table.*****************If you want to change deduction amounts in this table, follow these steps:    1. Choose Preferences from the Options menu, and choose Expenses from the submenu.    2. Turn on the checkbox for Allow Payroll Deduction Changes.  Click OK.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	212
The Itemized Benefits window shows a list of benefits items for an employee pay period.*****************You normally don't need to change the items in this table.*****************If you want to change deduction amounts in this table, follow these steps:    1. Choose Preferences from the Options menu, and choose Expenses from the submenu.    2. Turn on the checkbox for Allow Payroll Deduction Changes.  Click OK.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	213
The Itemized Benefits window shows a list of employer tax items for an employee pay period.*****************You normally don't need to change the items in this table.*****************If you want to change deduction amounts in this table, follow these steps:    1. Choose Preferences from the Options menu, and choose Expenses from the submenu.    2. Turn on the checkbox for Allow Payroll Deduction Changes.  Click OK.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	214
The Itemized Benefits window shows a list of vacation accrued and used during an employee pay period.*****************You normally don't need to change the items in this table.*****************If you want to change amounts in this table, follow these steps:    1. Choose Preferences from the Options menu, and choose Expenses from the submenu.    2. Turn on the checkbox for Allow Payroll Deduction Changes.  Click OK.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	215
The Itemized Category Tax window shows a list of category tax items for an employee pay period.*****************Category Taxes are for items such as worker's comp or disability insurance, that are based on the type of work done.  To set up for a category tax, follow these steps:    1. Choose Category Setup from the Costs menu, and choose Category Systems from the submenu.    2. Open each Category System, and enter the tax rates for each category.    3. Choose Payroll Setup from the Costs menu, and choose Tax Items from the submenu.    4. Click the New button to create a new tax item.    5. Enter Category Comp Rate or Category Tax Rate into the Calculation Method field.    6. Include the new tax in Tax Packages for each employee that gets the tax item.*****************You normally don't need to change the items in this table.*****************If you want to change deduction amounts in this table, follow these steps:    1. Choose Preferences from the Options menu, and choose Expenses from the submenu.    2. Turn on the checkbox for Allow Payroll Deduction Changes.  Click OK.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	216
The Itemized Payroll Tax window shows a list of tax items from Payroll Records.*****************To set up tax items for payment, follow these steps:    1. Choose Payroll Setup from the Costs menu, and choose Tax Items from the submenu.    2. Open a Tax Item.    3. Enter an account into the Pay To field.  Click OK.When you use the Write Payroll command, Goldenseal automatically marks each tax deduction as a payable to the tax account.  You'll see it in the table here.*****************Click in the first column to mark items that you want to pay now.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	217
The Itemized Sales Tax window shows a list of sales tax items from Sales transactions.*****************To set up tax items for payment, follow these steps:    1. Choose Income Setup from the Costs menu, and choose Sales Tax from the submenu.    2. Open a Job Sales Tax.    3. Enter an account into the Pay To field.  Click OK.When you enter Sales transactions, Goldenseal automatically marks the sales tax as a payable to the tax account.  You'll see it in the table here.*****************Click in the first column to mark items that you want to pay now.*****************When you are finished with the window, click OK.Click Cancel to close the window without saving changes.	218
Use Barter Transfers to log goods or services that you swap. *****************Three types of barter exchanges are available: Even Swap-- For exchanges of items that have equal value. The barter transaction is the complete record of the exchange. Purchase Payment-- For exchanges where you give an item that is used as partial or complete payment for a purchase. Sale Payment--  For exchanges where you receive an item that is used as partial or complete payment for a sale or bill. *****************Right now Barter Transfers are just a passive record for any barter transactions you make. We can add more functions to them, upon user request. *****************For more about Barter Transfers, see Lesson 49 in the Getting Started manual.	219
The Address Book is a simple listing of phones and addresses for any of your contacts who are not already in an account. *****************The Address Book is useful for any of the following:       Job applicants       Possible subcontractors or suppliers       Friends and relatives       Government officials       Marketing contacts       "Networking" contacts       Police, fire and other emergency numbers       Project neighbors *****************To view contact records for this person or business, click one of the buttons in the right side of the record layout. *****************To print envelopes or mailing labels, choose Print Forms from the File menu.*****************To see a report of Address Book records, choose Contacts from the Reports menu, and choose Address Book from the submenu.	220
The Problem Log tracks progress and completion for each problem that you need to solve. *****************As you complete work on problems, change the Status field. If you'd like, you can track problems through an entire sequence of notification, completion, inspection, and confirmation of completion. To check progress on project punch lists, use the Find command to locate tasks so you can check their status.  As each problem is fixed, change its status. To see a report of problems, choose Projects from the Reports menu, and choose Problem Log from the submenu.*****************Here are some other general records which can help you to run your business:    Appointments-- For meetings and deadllines.    Contact Log-- For tracking phone calls and other personal contacts.    Document Log-- For tracking paperwork.    Policies & Procedures-- For company policies and "how to" instructions.    Project Log-- For tracking events and progress on projects.    To Do List-- For things you need to do.*****************For more about the Problem Log, see Lesson 10 in the Getting Started manual.	221
Use Info Logs to store general information of any kind.*****************You may find it helpful as a place to store any of the following:       "How to" instructions       Employee job descriptions       Registration, ID and warranty numbers       Text of interesting articles or e-mails that you receive       Useful web site addresses *****************Here are some other general records which can help you to run your business:    Appointments-- For meetings and deadllines.    Contact Log-- For tracking phone calls and other personal contacts.    Document Log-- For tracking paperwork.    Policies & Procedures-- For company policies and "how to" instructions.    Problem Log-- For tracking problems and their fixes.    Project Log-- For tracking events and progress on projects.    To Do List-- For things you need to do.*****************For more about the Info Log, see Lesson 10 in the Getting Started manual.	222
The Audit Trail is a record of everything important that has happened within the company file. *****************To control the items that are included in the Audit Trail, follow these steps:     1. Choose Preferences from the Options menu, and choose Data Entry from the submenu.     2. In the Audit Trail section, turn on the checkbox for each item you'd like to include in the Audit Trail. *****************Use the audit trail if you suspect dishonesty, if you want to find out the person responsible for an error, or if you just want to see who has entered or changed what when. For example, to find all changed transactions, follow these steps:     1. Choose Security from the View menu, and choose Audit Trail from the submenu.     2. Choose Find from the Edit menu.     3. Enter Transaction Changed into the Action Field.     4. Click the Find button.     5. You will see a listing of all transactions that have been changed. 	223
Use Allowances for project items that don't have a firm price when you start work.  The project estimate will use the allowance price, but you'll bill for actual costs.An allowance is like a piece of "time and materials" work in the middle of a fixed-price project.*****************To include an allowance in an estimate, follow these steps:     1. Choose Allowances from the Income menu.   Click the New button.    2. Enter details for this allowance.   Click the Enter key to save it.    3. Choose Estimates from the Income menu.     4. Create an Estimate, or open an existing estimate.     5. Choose Items from the breakdown popup menu on the left side of the window.     6. Click in the Cost Area column, and choose Allowance.     7. Click in the Cost Item column, and choose an allowance.*****************To enter costs for an allowance, follow these steps:     1. Create a Labor Hours, Material Purchase or other expense transaction.     2. Enter the supplier, description and amount for the expense.     3. Enter Project into the Job Class popup.     4. Enter the specific project into the Job field.     5. Enter Allowance into the Apply To popup.     6. Enter a specific allowance into the Transaction field. *****************To bill for the difference between the original budget amount and the actual costs for an allowance, choose Billing from the Income menu, and choose Allowances from the submenu. 	224
Use Event transactions for any type of special event for which you want to track expenses and/or income.*****************You can use Events for garage sales, flea markets, trade shows, entertainment shows, social activities, or any other type of event.  Events are similar to Sales, but you can track expenses for them individually.This is a relatively new transaction in Goldenseal, and we welcome feedback on how they can be more useful!	225
Use Project Reminders for general reminders to give yourself as part of a project estimate. *****************To use a project reminder, enter it into the component table of an Assembly. You can also include project reminders in the Item breakdown of an Estimate. To see a report of all reminders for a project, choose Projects from the Reports menu, and choose Reminder List from the submenu. 	226
The Reconcile Periods list identifies each bank statement period, when you reconcile banking transactions. *****************Use Reconcile Periods to identify statement periods, when you mark off Bank Transactions that have cleared on a bank statement.  For example you might want to use reconcile periods such as "Apr 02" and "May 02". *****************When you reconcile your bank statement, create a new Reconcile Period, and enter it into the Reconcile field of each bank transaction that appears on the statement. When you are finished using a Reconcile Period, you can turn off the Include in List checkbox so this period no longer appears in the menu, when you reconcile future bank statements. *****************For more about reconciling bank transactions, see Lesson 38 in the Getting Started manual.	227
Use Contract Packages to assemble a set of contract clauses into a "stock" contract.  It's a good way to assemble different types of "boilerplate" language for different types of contracts.*****************Click next to each item that you'd like to include in this type of contract.  To remove a clause from the contract, click again so the checkmark disappears.*****************To use a Contract Package, enter it into the Contract Package field in a Contract.  Goldenseal will include all of the selected clauses in the contract. *****************For more about contracts, see Lesson 7 in the Getting Started manual.	228
Use Draw schedules to set up a schedule of payment amounts for Projects.HINT-- Draw schedules work best for relatively simple projects where you can bill fixed amounts at certain times. For more complex projects, consider doing Progress Payment billing instead.*****************Enter the phases that you want to include in the draw schedule, and the percentage or dollar amount for each item. To add a new phase, click in the bottom row and hit the Return key (Mac) or Enter key (Windows). If you use Percentage as a calculation method, the percentages must add up to 100%. *****************Enter a Draw Schedule in Project accounts that use Draw Schedule as a Billing Type.The draw schedule will appear when you do Billing for draw schedule projects.You'll also see the draw schedule in Billing Records for draw schedule projects.*****************For more about draw schedules, see Lesson 43 in the Getting Started manual.	229
Use Subcontractor Charge Rates to enter the hourly or weekly rates that you pay to subcontractors. *****************Enter a Subcontractor Charge Rate into each Subcontractor account that charges you on an hourly, daily or weekly basis. When you enter Subcontractor Costs, Goldenseal will fill in the usual charge rate. *****************For more about subcontractor costs, see Lesson 35 in the Getting Started manual.	230
Use Payment Methods to identify the types of payments that you receive from customers. *****************You can use the following payment methods:     Billing-- for sales or purchases made on credit.     Cash-- for coins and paper money from the country where you're located.     Check-- for checks, money orders, traveler's checks etc.    Credit Card-- for Visa, Mastercard, American Express and other credit cards.There are also some payment methods that are less frequently used:     Barter-- for payments made by an exchange of goods or services.     Credit Memo-- for redeemable credit memos that you issue instead of cash refunds.     Foreign-- for coins, paper money and other negotiable items from another country.      Freebie-- for discount coupons, passes, wooden nickels etc.    Redeemable-- for manufacturer coupons and similar items.    Write-Off-- for forgiven debts or price reductions.*****************Assign payment methods in each Sales transaction. You also use payment methods in Payment Receipts, in the Deposit Funds command, and in Bank Deposits that have a payment breakdown. 	231
Use Location Packages to determine a set of Locations that are available for a job. Use them if you have a large number of Cost Locations, and don't want to see them all in every transaction. *****************Enter a Location Package into the Location Package field in Customer accounts, Overhead accounts and Project accounts. When you enter costs for that job, only the locations listed in the selected package will be available in the Location field. NOTE-- If you don't enter a location package, Goldenseal will show all locations in the Locations field, when you enter transactions for that job account.  *****************For more about cost locations, see Lesson 12 in the Getting Started manual.	232
Use Locations to determine where  to assign your business expenses. A location can be a room, a building, a geographic area, or anything else that helps you to classify costs. *****************You can use locations in Estimates, Material Purchases, Labor Hours, and other expense transactions. When you use the Job Costs command to see costs versus income, you can see how each location is doing. You decide exactly which locations are available for each type of job by including the location in a Location Package. *****************For more about cost locations, see Lesson 12 in the Getting Started manual.	233
Equipment Rental Rates calculate charges for items that you rent out by the hour, day or week. *****************Use Equipment Rental Rates if you are in the equipment rental business, and rent out equipment that you own for an hourly, daily or weekly charge. NOTE-- If you manage long-term equipment rentals, use Leases and Rental Transactions instead.   If you charge for use of equipment when doing time and materials work or as part of your job costs, use Equipment Billing Rates instead. *****************Enter equipment rental rates into the Rental Rate field in your Equipment accounts. If you assign a variable rate, enter a rental amount for this piece of equipment. Equipment rental rates are calculated automatically if you record equipment rentals in a Sales transaction with an item breakdown. 	234
The Location Classes list lets you group Locations together into larger classes. *****************Enter a Location Class into the Location Class field in each Location. When you make job cost reports, you have the option to see breakdowns by location class. *****************For more about cost locations, see Lesson 12 in the Getting Started manual.	235
The Problem Types list lets you classify problems that you enter into the Problem Log. *****************Use Problem Types to identify types of problems in the Problem Log.  Enter a list of general problems that you face in your business. For example,  a professional editor might use the following problem types:       typpos       improper punc!tuation       mssng vwls       duplicate words words       ain't got good grammer       ain't not got narely no double negatives nohow *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	236
Use Info Types to identify types of general information in the Info Log.  For example, you might have classifications such as the following:       company policies       job descriptions       procedures       registration & ID numbers       trivia  *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	237
The Address Book Types list lets you classify address book and prospect records. *****************You might want to include classifications like emergency numbers, prospects, neighbors, prospective suppliers and marketing contacts. *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	238
The Prospect Sources list lets you identify how prospects and customers first heard about you.*****************Use Prospect Sources in the Address Book and in Customer Accounts.  You might want to include classifications like advertising, referrals, trade shows and your web site. *****************To evaluate the results of your advertising efforts, use the Find command to locate customers and prospects who heard about you from each source. You can also use the Prospect Sources as a breakdown in Reports. *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	239
The Appointment Types list lets you classify appointments.You might want to include classifications like office meetings, customer visits and phone calls. *****************NOTE-- This list is a simple list of text.  When you double-click on a name, you can change it in the list without seeing another dialog.	240
Goldenseal uses Estimate Import Orders to specify imports from MacNail and BidMagic. *****************If you use a different Category System and import from either of those programs, use Estimate Import Orders to specify where estimate imports should go. If you customized the estimators in MacNail and want to import from there, you'll also need to adjust the Estimate Import Order records for MacNail Specs and MacNail Summation. *****************If you want to import data from some other estimating program, you may be able to use Estimate Import Orders to interpret the data into a form that Goldenseal can understand. 	241
EXPORT OPTIONSBypass Field Order Dialog-- Turn on the checkbox to skip the field order dialog when you export and import.    With it off, exports will always include all fields in alphabetical order.Export Object ID's-- Turn on the checkbox to export object ID numbers for popup menus and clairvoyant fields.  You need the ID's if you plan to bring the data back into Goldenseal.  You probably don't want the ID numbers if you are using the data for a report.Export Percents As Decimal-- Turn on the checkbox to export percent values as a decimal (.10) rather than a percent (10%). You may want to export values as decimals if exporting to a program that doesn't properly read percentage values.Export Tags Not Titles-- Turn on the checkbox to get each field's four-letter tag at the top of each column, rather than the field's title.HINT-- Using tags makes it easier to import the data back into Goldenseal.Save Export Order-- Turn on the checkbox to "remember" the new order for your next export, when you use the field order dialog.File Format-- Choose the file format to use for the export file.IMPORT OPTIONSImport Modification Dates-- Turn on the checkbox to import the modification date stored in exported records.  Turn it off to use the date of the import.Import Chart of Account Folders-- Turn on the checkbox to import account folder locations.Match List Items By Name-- Turn on the checkbox to look for list records by name rather than ID number.OTHER ITEMSAutomatic Backup Frequency-- Choose the interval that is used for automatic backups. Some backup intervals allow you to set the time when the backup is created.  (NOT WORKING IN CURRENT VERSION).Automatic Backup Rotation-- Enter the number of backup files that will be used. Goldenseal will rotate through the different files so you have several backups of different ages.  (NOT WORKING IN CURRENT VERSION).Warn About Missing Objects-- Turn on the checkbox to have Goldenseal warn you about missing objects.Multi-User Type-- When running the multi-user version, choose how you'd like to run this file. (NOT WORKING IN CURRENT VERSION).	242
Use Chart of Accounts Prefs to set details for the Chart of Accounts window.*****************Enter the following fields:Font-- Choose the font to use for the Chart of Accounts display.Font Size-- Choose the font size to use for the Chart of Accounts display.Show Folder Lines-- Turn on the check box to show hierarchy lines for folder contents Turn the check box off if you don't want to see hierarchy lines (NOT WORKING IN CURRENT VERSION).Double-Click Shows Snapshot-- Turn on the check box if you'd like double-clicking on an icon to show the  Account Snapshot. Turn off the check box if you'd like double-click to show the account data entry window (NOT WORKING IN CURRENT VERSION).Drag Creates Transaction-- Turn on the check box if you'd like a drag between account icons to start a  transaction.Bottom Display-- Choose the calculated value that will be displayed at the bottom of each column (NOT WORKING IN CURRENT VERSION).	243
JOB COST PREFERENCESSkip Allowances-- Turn on the checkbox to not include allowance expenses in the Job Cost reports.  Turn off the checkbox to include them.Skip Change Orders-- Turn on the checkbox to not include change order expenses in the Job Cost reports.  Turn off  the checkbox to include them.Include Discounts & Charges-- Turn on the checkbox to include discounts, finance charges and other adjustments, when calculating job cost amounts for materials and other costs.  Turn the checkbox off to use the total price.Default Category System-- Enter the Category System to use when no other system is specified.   PAYROLL PREFERENCESAllow Payroll Deduction Changes-- Turn on the checkbox to allow deduction amount to change in the Write Payroll command and in Payroll Record breakdowns.  Turn it off to always use the calculated value.WARNING-- If you turn on this option, you increase the risk of fraud or error-- since the person entering payroll can adjust tax withholding, benefits or vacation time in a way that is hard to detect.Usual Hours Per Workday-- Enter the number of hours in your usual workday.  Goldenseal uses this figure to convert between hourly and daily wages, benefits and vacations.Vacation Time Units-- Enter the way Goldenseal displays vacation balances.  You can show them in days or in hours.Tax Overhead Account-- Enter the Overhead Accounts to use for payroll costs.  (NOT WORKING IN CURRENT VERSION, MAY BE REMOVED).Commission Category System-- Enter the Category System to use when calculating a category tax on commissions.Commission Category Tax--  Enter the Cost Category to use when calculating a category tax on commissions.HINT-- You only need to use these two items if you pay commissions to some employees, and also pay worker's comp or a payroll tax that uses different rates for different types of work done by the employee.EXPENSE AND BANK PREFERENCESWarn About Duplicate Invoices-- Turn on the checkbox if you'd like to be warned if you enter the same invoice number into two different expense transactions.Allow Direct Bank Purchases-- Turn on the checkbox if you'd like to enter purchases directly into bank transactions.  Turn it off to require use of Material Purchase, Other Cost and Subcontractor Cost transactions for all expenses in those classes.HINT-- We suggest that you do not allow direct bank purchases, but instead use instant purchases.Update Running Totals at Reconcile-- Turn on the checkbox to have Goldenseal reset all bank running totals, whenever you use the Reconcile command.  Goldenseal will run faster if you turn this option off.Allow Changes in Paid Expenses-- Turn on the checkbox to be able to change the Applies to and Reference fields in expense transactions that have already been paid.  You may prefer this option if you frequently enter expenses and forget to assign them to an allowance, bid, change order or purchase order.Spell-out Word Order-- Choose the language that determines the word order for spelled-out check amounts.  English is currently the only language available.  Other languages will be added in future versions.OVERPAYMENT WARNINGSEquipment-- Enter the ov	244
SALES OPTIONSWarn about Low Inventory-- Turn on the checkbox to have Goldenseal warn you if inventory is too low, when you enter a Sale or an Inventory Used transaction.Show Customer Address in Sales-- Turn on the checkbox to include customer addresses in the Delivery Instructions field (useful if you send items by mail or UPS). Turn off the checkbox to include delivery instructions in the Delivery Instructions field (useful if you deliver items yourself).Direct Deposit Cash Sales-- Turn on the checkbox to allow direct entry of cash sales in the Transaction Paid fields of a Bank Deposit.  Turn it off to require use of the Deposit Funds command.Direct Deposit Billed Sales-- Turn on the checkbox to allow direct entry of billed sales in the Transaction Paid fields of a Bank Deposit.  Turn it off to require use of the Deposit Funds command.SPECIAL ORDER CHARGESBack Orders-- Enter the way to handle back orders in Sales transactions.Rain Checks-- Enter the way to handle rain checks in Sales transactions.Special Orders-- Enter the way to handle special orders in Sales transactions.Return Restock Charge-- Enter the way to handle restocking charges in Sales transactions.Special Order Restock Charge-- Enter the way to handle special order restocking charges in Sales transactions.Job Cost Income-- Choose the types of income that will appear in the Job Costs command.Layaway Deposit-- Enter the way to handle layaway deposits in Sales transactions.Layaways Expire After-- Enter the way to handle layaway deposits in Sales transactions.	245
Contract phrases are the phrases that Goldenseal will fill in when it builds the text for the specifications portion of a Contract.  Enter the following items:Approximate Cost-- The phrase that describes the approximate cost of an item.Exact Cost-- The phrase that describes the exact cost of an item.Material Allowance-- The phrase that describes items handled with a materials only allowance.Time and Materials Allowance-- The phrase that describes items handled with a time and materials allowance.Approximate Quantity-- The phrase that describes approximate quantities for each item.Exact Quantity-- The phrase that describes exact quantities for each item.Cost Spell-out-- The phrase that handles costs that are spelled out in words.Quantity Spell-out-- The phrase that handles quantities that are spelled out in words.Contractor Name-- The name used for the main contractor in contracts.HINT-- You may want to use your company name for the Contractor Name.Specs Heading-- The heading that will be at the very beginning of the specifications portion of a contract.Subcontractor Name-- The name used for the subcontractor in subcontracts.*****************Cost Display-- Choose the way you'd like to display the cost of each item.  You can show no cost, approximate costs or exact costs, and you can choose to repeat the cost "spelled Quantity Display-- Choose the way you'd like to display the quantity of each item.  You can show no quantities, approximate quantities or exact quantities, and you can choose to repeat the quantity "spelled out" in words. You can also use the settings from each Assembly and Cost Item record.	246
Enter the following fields:Use Category Systems-- Turn on the checkbox to use Category Systems.Use Location Packages-- Turn on the checkbox to use Location Packages.Lock Starting Balance Field-- Turn on the checkbox to lock the Starting Balance field in accounts.Can Change Locked Dates-- Turn on the checkbox if you'd like to edit dates in all transactions, even if locked.Require Main Accounts-- Turn on the checkbox to require a main account in all transactions.Require Second Accounts-- Turn on the checkbox to require a second account in all transactions that include one (generally just Special Transfers).Require Job Accounts-- Turn on the checkbox to require a job account in all transactions that include one. Turn off the checkbox to make job accounts optional.*****************Turn on just those items which you want to see entered in the Audit Trail.	247
RECORD DISPLAYOpen to Empty Record-- Turn on the checkbox to have Goldenseal start with a new blank record, whenever you open a new window.Ask Before Revising Transaction-- Turn on the checkbox to have Goldenseal ask before it allows you to change a prior transaction.Warn about Unfinished Records-- Turn on the checkbox to be reminded about unfinished records when you use the Billing, Pay Bills and Write Payroll commands.Allow User- Required Fields-- Turn on the checkbox to have Goldenseal complain if you try to leave a record that doesn't have a value in a field that you've set to have a required value, via the Custom Layout command.  Turn it off to ignore any required fields.Show Void & Paid Watermarks-- Turn on the checkbox to show Paid in the background of paid transactions, and Void for void transactions.Show Help Messages-- Turn on the checkbox to see brief help messages in the left side of record windows, when the mouse is over each field.PRINTING & LAYOUTSDefault Font-- Fill in the font to use for layout fields that are set to the default font.  You can use this choice to change the font used in all standard layouts.Report Font-- Fill in the font to use for reports and print forms fields that are set to the default font.Table Rows Per Page-- Enter the number of table rows that fits on a page.  This amount applies only to printouts from action dialogs-- Billing, Deposit Funds, Job Costs, Pay Bills and Write Payroll.Print In Color-- Turn on the checkbox to print in color.  Turn it off to always print in black and white.BASIC INTERFACEPlay Sound at Record Save-- Turn on the checkbox to hear a "thunk" whenever Goldenseal saves a record.Show Reminder Alerts-- Turn on the checkbox to receive alerts for Appointments that are due.Give Low Memory Warnings-- Turn on the checkbox to receive a warning when Goldenseal is getting low on memory.Warn about Missing Calculators-- Turn on the checkbox to get a warning if a calculator is missing.Can Delete Lists After Use-- Turn on the checkbox to be able to delete list records, even after they have been used in a record.WARNING-- If you delete items that have been used, you may get error messages in records that have used the item.  For best results, leave this option turned off.OVERDUE BILLINGOverdue Cutoff-- Enter the first cutoff date for overdue bills in Receivables Aging.Overdue Cutoff 2-- Enter the second cutoff date for overdue bills in Receivables Aging.Overdue Cutoff 3-- Enter the third cutoff date for overdue bills in Receivables Aging.	248
To set up Goldenseal for use on more than one computer, choose Server in the File User Type field.  Goldenseal will open as a multi-user file after you Quit/Exit from Goldenseal and reopen the file.If you plan to have someone working on the Server machine, turn on the Allow Data Entry in Server checkbox.  Otherwise turn it off.HINT-- if someone is using the Server machine while clients access it, some operations may be very slow for the clients.Turn on the Show Network Log checkbox to see a listing of network actions.  Turn it off if you don't want to see that information on the server.If you are using Goldenseal as a client, you can change the current font display with the Client Screen Font and Client Printing Font choices.  You may need to do that if you are a Windows client with a Macintosh server, or a Macintosh client on a Windows server.	249
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Use the To Do List to track tasks and errands that need doing. *****************As you complete work on tasks, change the Status field. If you'd like, you can track tasks through an entire sequence of notification, completion, inspection, and confirmation of completion. To check progress, use the Find command to locate tasks so you can check their status.  As each problem is fixed, change its status. To see a report of to do items, choose Projects from the Reports menu, and choose To Do List from the submenu.*****************Here are some other general records which can help you to run your business:    Appointments-- For meetings and deadllines.    Contact Log-- For tracking phone calls and other personal contacts.    Document Log-- For tracking paperwork.    Policies & Procedures-- For company policies and "how to" instructions.    Project Log-- For tracking events and progress on projects.	251
Use Policies & Procedures to store company policies, and "how to" instructions for common tasks.*****************Here are some other general records which can help you to run your business:    Appointments-- For meetings and deadllines.    Contact Log-- For tracking phone calls and other personal contacts.    Document Log-- For tracking paperwork.    Policies & Procedures-- For company policies and "how to" instructions.    Problem Log-- For tracking problems and their fixes.    Project Log-- For tracking events and progress on projects.    To Do List-- For things you need to do.	252
Use Inspection transactions for any type of project inspection.  They are a 'check list' of things to look at, and problems to solve.*****************If you do the same type of project repeatedly, set up a 'standard' inspection and then use Template this Item to turn it into a template.  Then you can create a copy of the Inspection to use for each specific project.Inspections allow you to track follow-up and completion of each item that fails the inspection.  That makes them similar to the Project Log, but it can include more than one problem at a time.Use the Status popup field to mark overall completion of the Inspection items. 	253
Project Phases are similar to Estimates, but you'll include them as a line item component in an Estimate.  They aren't designed to be a stand-alone estimate.*****************For example, you might use Project Phases for separate portions of a project that will get separate pricing, or that may not be included.  You can also use them for separate buildings, rooms, construction steps, or any other division of the total work.	254
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