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]] or [[Vendor]].
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* The '''Tax Code''' field for the order will default to the tax code set on the {{ModuleTab|Customer|Details}} or the {{ModuleTab|Vendor|Details}}.
 
* 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]] and {{Module|Part}}s.
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* 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 {{ModuleTab|Product|Details}} and the {{ModuleTab|Part|Details}}.
  
 
== Home currency {{top}} ==
 
== Home currency {{top}} ==

Revision as of 22:49, 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.

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, Small.Sales Order.png Sales Order module, and Small.Purchase Order.png Purchase Order 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.