How to: Create Company Credit Card/Bank Accounts

[AlanLattimore]

Pretty much a newbie to OFBiz.  What an amazing amount of functionality!

I'm part way through moving from Quicken/Small Business version.  Trying to figure out how to create company bank accounts, credit cards, etc. so I can track my spending as I would in Quicken.

Tried both billing accounts, financial accounts.  Didn't understand basic difference.  Pretty confused as to how to implement this.  Looked for "how to" guides.

How are others accomplishing this?

Best regards,
Alan

[Jacques Le Roux]

1st you should have a look at OFBiz data model to better understand concepts :
http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books

Then maybe you will find what you are searching for in :
http://docs.ofbiz.org/display/OFBIZ/Billing+Account
http://docs.ofbiz.org/display/OFBIZ/Billing+Accounts+Screen+Reference
http://www.opentaps.org/docs/index.php/Standard_Accounting_Procedures

Jacques

De : "AlanLattimore" <[hidden email]>

>
> Pretty much a newbie to OFBiz.  What an amazing amount of functionality!
>
> I'm part way through moving from Quicken/Small Business version.  Trying to
> figure out how to create company bank accounts, credit cards, etc. so I can
> track my spending as I would in Quicken.
>
> Tried both billing accounts, financial accounts.  Didn't understand basic
> difference.  Pretty confused as to how to implement this.  Looked for "how
> to" guides.
>
> How are others accomplishing this?
>
> Best regards,
> Alan
>
>
> --
> View this message in context: http://www.nabble.com/How-to%3A-Create-Company-Credit-Card-Bank-Accounts-tf4578383.html#a13069697
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>

[AlanLattimore]

Thank you, Jacques.

I have ordered a couple of the books from that list, including the one on accounting.  We will see if that helps clarify my confusion between "Financial Accounts" and "Billing Accounts" and which one to use based on their feature set.

Best regards,
Alan