Common Settings

The Licensed User information is used on all reports. The Business Name is printed using a larger font than the other lines. If the information is not entered, the line is omitted from the financial reports created by the software. Normally these edit boxes are protected to prevent an accidental overwrite. Click the button to Unlock the Business Information, make your changes, and then click the Save All settings button.

When recording transactions (payments and deposits), it can be much more efficient not to display all transactions since you started using the program (multiple years). By setting the month and year, and checking the boxes, only transactions starting with that month and year will be displayed when entering, revising, and deleting the transactions. The month and year can not be set to a future date. The month and date must be from the past.

When starting a new checkbook, usually there is a starting balance. When the Unlock Business Information button is clicked, this value can be changed. It is saved by clicking the Save All Settings button. This Starting Balance is also displayed on the screen used to Record and Revise Transactions. The Starting Balance is used as the first value when calculating the running balance.

The software uses a one-half inch margin at the top and bottom, and one inch left and right margins on the printed reports. There may be times when a slightly wider printing area is needed, for example when account names wrap to a second line. Checking the box changes the left and right margins to one-half inch. The monthly summary report is printed landscape, so it flips these margins.

The Business Name uses the Letterhead font size. The software default is 14. Other report information uses the report font size. The software default is 10.

Some WISCO Accounts options are not used very often. Other options are only used for diagnostic purposes. Some options are used by customers who have paid for additional custom programming to add features to the WISCO Accounts program to meet their specialized needs. Some option codes will remain confidential.

Enter the code in the edit box, then click the Perform Option button. If you did not hear a single beep, the option was performed successfully. The code will be cleared from the edit box after completion.

For example, if the option "DYEAR" was entered in the edit box, and the perform Option button was clicked, the user will be able to delete all account records for one year. The user would enter the four digit year, and confirm the request to remove all account records from that year. The old account file will be placed in the recycle bin prior to creating the new account.wac file.

Computer systems do fail from time to time, so it is important to have back up documents. Verification, in the form of back up documents should be available if the computer system fails. Back up Documentation can include extra paper copies of the printed reports, and computer files stored on removable media (diskettes, cd-rom, thumb-drives, etc.). Ideally, this back-up documentation should be stored off-site in a safe deposit box. To back up your data, copy all files from the WISCO Accounts subfolder located in My Documents. The files that use the .wac extension are all comma delimited files, and can be imported into many software programs, including Microsoft Excel, by changing the file extension to csv.

Payee Information includes name of persons and businesses that are responsible for both the income and expenses of your business. The name of the person or business entered on this screen is also displayed with the pull-down list when recording a new transaction.

To make changes to the Payee information, click the button to Unlock the Payee Information.

Information for 200 Payees can be entered in the grid. To delete a Payee, remove the Payee Name. When the save button is clicked, Rows without a Payee name are removed from the displayed listing, and from the pull-down list used for recording a new transaction.

After your changes are made, click the Save Payee Info button.

When you start WISCO Accounts the first time, you can click the 'Create Accounts' button. You will be asked one question: Is your business a sole proprietorship, partnership, or corporation? Then the program will create and save the complete list of accounts listed in the help file Chart of Accounts.

To make changes to the Chart of Accounts, click the button to Unlock the Accounts Information.

Information for up to 9999 Accounts can be entered in the grid. You can add an account number and description at the bottom of the list. When the information is saved, the accounts are resorted, so the accounts appear in numerical order.

To delete an account, remove the account code. When the save button is clicked, rows without an account code are removed from the displayed listing, and from the pull-down list used for recording a new transaction.

When assigning accounts to business transactions, it is helpful to have a printed copy of your Chart of Accounts handy. You can print your Chart of Accounts by clicking the Print button.