The setup of documents in osFinancials5 is a one-time process that involves several steps:

  1. Check the document numbers, messages, and set layout files on the Setup → Documents setup menu of the Setup ribbon.
  2. Select the "Append notes below item" option (default setting) or choose to add comments before a selected item on documents and layout files.

By default, comments is inserted below a selected item. The option "Append notes below item" (Setup → Documents setup (Setup ribbon)) is added to set the preference if comments should be added before, or below (default option), a selected item when processing documents and printing comments on layout files. 

The default "Append notes below item" setting is selected (ticked). It will display on document lines and document layout files as follows: 

  1. Item 
  2. Remark 
  3. Comment 

If the "Append notes below item" setting is not selected. It will display on document lines and document layout files as follows: 

  1. Comment 
  2. Item 
  3. Remark 
  1. Add the Cost of sales reporting group under Account group 1 (Reporting group 1) on the Setup → Groups menu of the Setup ribbon. Also, add reporting groups 1 and 2 for Document groups and reporting groups 1 and 2 for Stock groups, where applicable.
  2. Add Salespersons on the Setup → Salesperson menu of the Setup ribbon.
  3. Add a Cost of sales batch (journal) on the Setup → Batch types menu of the Setup ribbon (only to be used with Cost of sales settings for the "Default" stock item type).
  4. Set up unit prices, selling price descriptions, and default selling price on the Setup → Stock information menu of the Setup ribbon.
  5. Create a Cost of sales account for Trading stock on the Setup → Accounts menu of the Setup ribbon.
  6. Create a Sundry Supplier account under the Creditors section on the Default ribbon.
  7. Create a Cash Customer and linking debtors to a Salesperson under the Debtors section on the Default ribbon.

By completing these steps, you will have all the necessary settings in place to efficiently manage and process documents in osFinancials5.