Difference between revisions of "Fishbowl Canada"

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* Tax codes are supported in the {{Module|Sales Order}}, the {{Module|Purchase Order}}, and in [[SalesPoint]]. Tax codes can be set per order, or per line item.
 
* Tax codes are supported in the {{Module|Sales Order}}, the {{Module|Purchase Order}}, and in [[SalesPoint]]. Tax codes can be set per order, or per line item.
 
* To set the tax code of all line items, click the '''Tax Code''' field at the bottom of the order and select the appropriate tax code from the drop down.<br>[[File:Canada Order Tax Code.png]]
 
* To set the tax code of all line items, click the '''Tax Code''' field at the bottom of the order and select the appropriate tax code from the drop down.<br>[[File:Canada Order Tax Code.png]]
* The '''Tax Code''' field for the order will default to the tax code set on the '''Details''' tab of the [[Customer#Details_tab|customer]] or [[Vendor#Details_tab|vendor]].
+
* The '''Tax Code''' field for the order will default to the tax code set on the '''Details''' tab of the [[Customer]] or [[Vendor]].
 
* To set the tax code of a line item, click in the '''Tax Code''' field and select the appropriate tax code from the drop down.<br>[[File:Canada Line Item Tax Code.png]]
 
* To set the tax code of a line item, click in the '''Tax Code''' field and select the appropriate tax code from the drop down.<br>[[File:Canada Line Item Tax Code.png]]
* If the [[customer]] or [[vendor]] does not have a default tax code, the '''Tax Code''' field for the line item will default to the tax code set on the '''Details''' tab of the [[Product#Details_tab|product]] and [[Part#Details_tab|part]].
+
* If the [[Customer]] or [[Vendor]] does not have a default tax code, the '''Tax Code''' field for the line item will default to the tax code set on the '''Details''' tab of the [[Product]] and {{Module|Part}}s.
  
 
== Home currency {{top}} ==
 
== Home currency {{top}} ==
  
The home currency in Fishbowl Canada will be set to '''CAD'''. This will be visible in the [[Currency]], [[Sales_Order#Currency_conversion|Sales Order]], and {{Module|Purchase_Order#Currency_conversion|Purchase Order}}s when [[Currency#MODULE_OPTIONS|multi-currency is enabled]].
+
The home currency in Fishbowl Canada will be set to '''CAD'''. This will be visible in the {{Module|Currency}}, {{Module|Sales_Order#Currency_conversion|Sales Order}}, and {{Module|Purchase_Order#Currency_conversion|Purchase Order}} when [[Currency#MODULE_OPTIONS|multi-currency is enabled]].
  
 
[[File:CAD Home Currency.png]]
 
[[File:CAD Home Currency.png]]

Revision as of 20:29, 27 June 2014

Canada Icon.png Fishbowl Canada is a version of Fishbowl that is tailored to meet the needs of companies in Canada. Listed below are some of the key differences found in Fishbowl Canada.

Fishbowl Canada.png

Install Fishbowl Canada Template:Top

Follow the steps below to Install Fishbowl Canada.

  1. Click here and enter the required information.
  2. Scroll down to the section titled Fishbowl Canada and click the link to download the latest version. The name of the downloaded file should start with fbca.
  3. After the download is complete, follow the instructions to Install Fishbowl.

Tax codes Template:Top

One of the primary differences in Fishbowl Canada is the handling of tax codes. Listed below are the ways that tax codes are handled in Fishbowl Canada.

  • QuickBooks tax codes can be imported into Fishbowl Canada in the Small.Accounting Integration.png Accounting module.
  • Tax codes can also be modified and created in the Small.Tax Rate.png Tax Rate module.
    Canadian Tax Rate.png
  • Tax codes are supported in the Small.Sales Order.png Sales Order module, the Small.Purchase Order.png Purchase Order module, and in SalesPoint. Tax codes can be set per order, or per line item.
  • To set the tax code of all line items, click the Tax Code field at the bottom of the order and select the appropriate tax code from the drop down.
    Canada Order Tax Code.png
  • The Tax Code field for the order will default to the tax code set on the Details tab of the Customer or Vendor.
  • To set the tax code of a line item, click in the Tax Code field and select the appropriate tax code from the drop down.
    Canada Line Item Tax Code.png
  • If the Customer or Vendor does not have a default tax code, the Tax Code field for the line item will default to the tax code set on the Details tab of the Product and Small.Part.png Part modules.

Home currency Template:Top

The home currency in Fishbowl Canada will be set to CAD. This will be visible in the Small.Currency.png Currency module, x16px Sales_Order#Currency_conversion module, and x16px Purchase_Order#Currency_conversion module when multi-currency is enabled.

CAD Home Currency.png

Supported QuickBooks versions Template:Top

The versions of QuickBooks Canada that are officially supported by Fishbowl are listed in Supported QuickBooks Versions.