This menu option lists all the options to enter the basic information and to set the parameters for a Set of Books. It is important to set these parameters correctly, before you start to create or edit any accounts, or to start to process transactions in a Set of Books. Once this is done, you may need to access certain menu options from time to time.

To Access the Setup - System Parameters Menu:

1. Click on the Setup→System Parameters menu option.
   - Keyboard Access: Press the Alt+S+S keys on your keyboard.
   A list of the 12 available options will be displayed.
   
   - The available shortcut keys to access the options from your keyboard are indicated next to the menu option.
   
2. Select the following options:
   1. Access Control - Set the passwords, users and access rights to certain menu options for each of your users.
   2. Batch Types - Create, edit or delete batch types or journals in which you wish to enter and post your transactions to the ledger.
   3. Company Info -
      1. Enter the company information (name, address, telephone, fax numbers and e-mail address) and the registration numbers for the Company and VAT/GST/Sales Tax, if applicable.
      2. Set the Tax method for Payments Based VAT/GST/Sales Tax, (only if you are registered for VAT/GST/Sales Tax on the Payments Based VAT/GST/Sales Tax system).
      3. Set the default output method for reports and documents (screen, printer, file, e-mail or fax).
      4. Load the logo or picture, which you wish to be displayed on documents.
      5. Set the default currency and date style or format on your system.
   4. Documents -
      1. Set the defaults for documents, such as the document numbers, batch types, headings and messages.
      2. Set the page and margin size of paper used on dot-matrix printers and select layout files for documents.
   5. Financial Categories - Link your Ledger Account groups to Assets, Capital, Liabilities, Income or Expenses.
   6. Groups - Set up to two groups for Ledger Accounts, Debtors, Creditors, Stock Items and Documents. These groups will be available to select, when you generate reports, etc.
   7. Internet - Configure your Internet, e-mail accounts to send reports, lists and documents via the Internet. You may also set, configure and test network servers.
   8. Point-of-Sale - Set the Point-of-Sale parameters, accounts, information and settings for invoices, peripherals (i.e. barcode scanners, poll display devices, weight dishes) and printers, etc.
   9. Reporting Dates - Set the start date of your financial year, as well as the number of periods in a financial year. You may also close a specific period for posting transactions to the ledger.
   10. Salespersons - Add or remove any salespersons, which will be selling your stock items or cashiers operating point-of-sale.
   11. Statements - Select the paper type and enter any messages to be displayed on statements, which you wish to send to your debtors.
   12. Stock Information - Add or delete the units in which you wish to sell stock items and define up to three selling price descriptions. You may also set the parameters for Cost of Sales (account, batch types, whether you will be using average cost or last cost).

- If you are a service entity and you do not trade in stock items or generating documents, you do not need to access or use the Documents, Salespersons, Point-of-Sale and Stock Information menu options.

- As a service entity, you have the option to create stock items for services or items sold and purchased which is not trading stock:-

• Sales (no stock) - generate invoices and credit notes for sales to debtors (customers).
• Purchases (no stock) - generate purchase documents and supplier returns documents for purchases from creditors (suppliers).

- If you create a Set of Books, using the Creation Wizard, some of the options on the Setup System Parameters are automatically launched on which you need to enter and select some basic information. It is a good idea to take a few minutes of your time and to re-check these parameters options.