SYSTEM ANALYSIS AND DESIGN

Smartbooks
ADVANCE – Guide
to Database Setup

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Smartbooks Advance - Guide to database setup.docx printed on 3/10/2022 10:49 AM

SYSTEM ANALYSIS AND DESIGN

TABLE OF CONTENTS

TABLE OF CONTENTS..................................................................................................................................... 2
Editing of Chart of Accounts ......................................................................................................................... 3
Visibility of General (UDF) Tab in Items ........................................................................................................ 4
Adding of Item Group ................................................................................................................................... 6
Authorizations (H/R Module Authorization) ................................................................................................. 6

FIT ACADEMY l GF King’s Court Bldg II., Chino Roces cor. Delarosa Sts., Makati City 1200, Philippines l Telephone Number: 63.2.759.4348 l www.fitacademy.ph

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Smartbooks Advance - Guide to database setup.docx printed on 3/10/2022 10:49 AM

SYSTEM ANALYSIS AND DESIGN

Editing of Chart of Accounts

To modify Smartbooks Chart of Accounts,

1. Go to Financials > Chart of Accounts.

2. Click the small triangle beside NON-OPERATING INCOME & EXPENDITURES.

3. Select Admin and Financing Income > Financing Income > Extraordinary Net Gain on Sale of
Asset.

4. In the left lower part, click New, G/L Account Details Window will appear, input the following:
G/L Account No: 75002050
G/L Account Name: Loss on Sale of Assets
Then click Add.

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SYSTEM ANALYSIS AND DESIGN

5. In the left lower part, click New, G/L Account Details Window will appear, input the following:
G/L Account No: 75002060
G/L Account Name: Loss on Retirement of Assets
Then click Add.

6. Press F5 or refresh to reflect the changes.

Visibility of General (UDF) Tab in Items
To make General (UDF) tab visible in the Items,

1. Go to Inventory > Items.

2. Right click in the clear area, then select Form Settings.

3. In the Form Settings window, tick both Fixed Asset and Fixed Asset Class, then click OK.

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SYSTEM ANALYSIS AND DESIGN

4. Right click > Form Settings > In the Setting dropdown list, select Tabs > Tick General (UDF) > Click
OK.

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SYSTEM ANALYSIS AND DESIGN

Adding of Item Group

To define Item Group in Smartbooks,

1. Go to Admin > Setup > Inventory > Define Item Groups.

2. Add Fixed Assets in the Item Group and Item Group Name. Click Add, then Click Update.

Authorizations (H/R Module Authorization)

To make other modules visible,

1. Go to Admin > System Configuration > Authorizations > Group Authorization.

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SYSTEM ANALYSIS AND DESIGN

2. In the Group Name dropdown list, choose ‘ADVANCE’.

3. In the Program Name, select H/R then change the Authorization to Full Access.
4. Click Update.

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