Difference between revisions of "Fishbowl Canada"

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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.
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[[File: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.
 
[[File:Fishbowl Canada.png|right]]  
 
[[File:Fishbowl Canada.png|right]]  
  
== Install Fishbowl Canada {{top}} ==
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==Install Fishbowl Canada==
  
 
Follow the steps below to Install Fishbowl Canada.
 
Follow the steps below to Install Fishbowl Canada.
  
# Click [http://www.fishbowlinventory.com/support/updates/ here] and enter the required information.
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# Download the [https://www.fishbowlinventory.com/support/updates/download/ latest Fishbowl installer] (the same installer is used for all countries).
# 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'''.
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# After the download is complete, follow the instructions to [[Getting_Started#1._Install_Fishbowl|Install Fishbowl]] and select '''Canada''' on the country selection step.<br>[[File:Fishbowl Canada Country.png]]
# After the download is complete, follow the instructions to [[Getting_Started#1._Install_Fishbowl|Install Fishbowl]].
 
  
== Tax codes {{top}} ==
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==Tax codes==
  
 
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.
 
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 [[Accounting]] module.
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* QuickBooks tax codes can be imported into Fishbowl Canada in the {{Module|Accounting Integration}}.
* Tax codes can also be modified and created in the [[Tax Rate]] module.<br>[[File:Canadian Tax Rate.png]]
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* Tax codes can also be modified and created in the {{Module|Tax Rate}}.<br>[[File:Canadian Tax Rate.png]]
* Tax codes are supported in the [[Sales Order]] module, the [[Purchase Order]] module, and in [[SalesPoint]]. Tax codes can be set per order, or per line item.
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* Tax codes are supported in the {{Module|Sales Order}}, the {{Module|Purchase Order}}, and in [[Checkout]]. 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 [[Part]] modules.
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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}} ==
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==Home currency==
  
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 [[Purchase_Order#Currency_conversion|Purchase Order]] modules when [[Currency#MODULE_OPTIONS|multi-currency is enabled]].
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The home currency in Fishbowl Canada will be set to '''CAD'''. This can be seen in the {{Module|Currency}}.
  
 
[[File:CAD Home Currency.png]]
 
[[File:CAD Home Currency.png]]
  
== Supported QuickBooks versions {{top}} ==
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This can also be seen in the {{Module|Sales Order|Currency conversion}} and {{Module|Purchase Order|Currency conversion}} when [[Currency#MODULE_OPTIONS|multi-currency is enabled]] and the customer/vendor is using a different currency.
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[[File:CAD SO Currency.png]]
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==Supported QuickBooks versions==
  
 
The versions of QuickBooks Canada that are officially supported by Fishbowl are listed in [[Supported QuickBooks Versions]].
 
The versions of QuickBooks Canada that are officially supported by Fishbowl are listed in [[Supported QuickBooks Versions]].
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=MODULE OPTIONS=
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See below for the details of some additional module options in Fishbowl Canada.
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{{MOH2|Sales Order General}} [[File:SO_General_Canada.png|{{width}}|right]]
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* '''Round cash transactions to the nearest'''
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:If this option is on, cash payments will default to the order total, rounded to the nearest $.05 or $.10.
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* '''Amount includes tax by default'''
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:If this option is on, the unit price and total will include the tax amount.

Latest revision as of 17:37, 24 October 2019

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

Follow the steps below to Install Fishbowl Canada.

  1. Download the latest Fishbowl installer (the same installer is used for all countries).
  2. After the download is complete, follow the instructions to Install Fishbowl and select Canada on the country selection step.
    Fishbowl Canada Country.png

Tax codes

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

The home currency in Fishbowl Canada will be set to CAD. This can be seen in the Small.Currency.png Currency module.

CAD Home Currency.png

This can also be seen in the Small.Sales Order.png Sales Order module and Small.Purchase Order.png Purchase Order module when multi-currency is enabled and the customer/vendor is using a different currency.

CAD SO Currency.png

Supported QuickBooks versions

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

MODULE OPTIONS

See below for the details of some additional module options in Fishbowl Canada.

Sales Order General tab
SO General Canada.png
  • Round cash transactions to the nearest
If this option is on, cash payments will default to the order total, rounded to the nearest $.05 or $.10.
  • Amount includes tax by default
If this option is on, the unit price and total will include the tax amount.