Options Menu Commands

This page lists all the commands in the Options menu for the Goldenseal accounting software and project management software.

Passwords | Preferences | Record Numbering
Recurring Transactions | Recur This Item
Template Transactions | Template This Item
Custom Layouts | Account Groups | Billing Rates | Payment Terms
Estimate Dimensions | Estimate Locations | Contract Setup | Calculations | Other Lists

Account Groups-- Choose one of the submenus to view lists for account groupings.
     Company Divisions-- Internal divisions in your company
     Cost Account Types-- Types of cost accounts
     Investment Types-- Types of Investment accounts
     Job Types-- Types of job accounts

Billing Rates-- Choose one of the submenus to view billing rates.
     Equipment Billing Rate-- Billing rates for equipment in time and materials work
     Labor Billing Rate-- Billing rates for labor in time and materials work
     Subcontractor Billing Rate-- Billing rates for subcontractors in time and materials work

Payment Terms-- Choose one of the submenus to view payment terms.
     Customers-- Payment terms for customer sales
     Loans-- Terms of payment for loans
     Projects-- Terms of payment for projects
     Rentals-- Terms of payment for rentals
     Vendors-- Terms of payment for your cost accounts

Estimate Dimensions-- The measurements that you enter for an Estimate.

Estimate Locations-- Choose one of the submenus to set up locations for an Estimate.

Contract Setup-- Choose one of the submenus to view contract setup items (version 3.0)
     Contract Clauses-- Text that you'll include in Contracts
     Contract Packages-- Combinations of clauses to include in Contracts
     Subcontract Types-- Types of subcontracts that you write for just part of the work in a project.

Calculations-- Choose one of the submenus to view lists that help fill in reports.
     Accounts-- Report calculators that get values from accounts
     Banking-- Report calculators that get values from bank transactions
     Company Info-- Report calculators that use basic info about your company
     Contacts-- Report calculators that get values from contact info
     Expenses-- Report calculators that get info from expense transactions
     Income-- Report calculators that get info from income transactions
     Inventory-- Report calculators that get info from unit costs and inventory
     Payroll-- Report calculators that get info from payroll transactions
     Projects-- Report calculators that get info from project transactions
     Utility Accounts-- Report calculators that get info from utility accounts
     Custom-- Report calculators that do math on other calculators
     Summations-- Report calculators that add up other calculators
     Basic Dimensions-- Dimension measurements you can enter for Estimates
     Calculated Dimensions-- Estimate dimensions calculated from other dimensions
     Location Dimensions-- Basic measurements for locations in Estimates
     Calculated Locations-- Estimate dimensions calculated from location dimensions
     Income Tax Fields-- Calculators for income tax reports
     Payroll Tax Fields-- Calculators for payroll reports

Other Lists-- Choose one of the submenus to view miscellaneous lists.
     Actions Taken-- Actions taken for contacts or problems
     Address Book Types-- Types of entries in the Address Book
     Appointment Types-- Types of Appointments
     Contact Types-- Types of contacts for the Contact Log
     Document Types-- Types of documents entered into the Document Log
     Estimate Import Order-- Setup for imports from BidMagic, Goldenseal, etc.
     Info Types-- Types of entries in the Info Log
     Messages-- Messages that you can attach to printed forms
     Owners-- Owners with a share in your company
     Problem Types-- Types of problems listed in the Problem Log
     Project Reminders-- Reminders for project work
     Reconcile Periods-- Periods that you use for reconciling bank accounts
     Reminders-- Ways you'd like to be reminded about appointments
     Tools-- Tools that you use for project work
     Unit Sizes-- Sizes for items you purchase, sell and use in projects
     Work Crews-- Lists of employees and/or subcontractors who will work on a project.
     Working Hours-- Days and hours that you plan to work on a project.