CARA SINGKAT MEMAHAMI MODUL CARD FILE PART1

Summary

In this video, Mega Mayasari introduces the Cardfile module in ABS Premier software, focusing on creating and managing accounting files. The tutorial guides users through setting up a new company file, customizing the chart of accounts, and entering opening balances for various accounts. It emphasizes the importance of tracking stakeholders like customers, suppliers, and employees through the Cardfile module, providing an easy way to manage contact information. The session also covers generating reports, creating labels, and integrating with other applications like Microsoft Word.

Takeaways

• 😀 The video provides a tutorial on using the ABS Premier software to create accounting data files and manage cardfiles for business interactions.
• 😀 The tutorial covers how to start by creating a new accounting file for a company, such as 'PT Latihan2'.
• 😀 It explains how to set up essential company details, including the name, address, and financial year (December).
• 😀 Users are instructed on how to create their own custom account list, rather than using the default ones provided by the software.
• 😀 The importance of saving the file in an easy-to-find location, like the desktop, to ensure easy access is highlighted.
• 😀 The video introduces the Cardfile module within ABS Premier, which is useful for managing company contacts, such as suppliers, customers, and employees.
• 😀 The Cardfile module includes four primary command buttons: Card List, Mailing Labels, Create Personal Letter, and Contact Log.
• 😀 'Card List' allows users to input and track details about individuals or companies related to the business, organized into categories like customers and suppliers.
• 😀 'Mailing Labels' helps users print labels for correspondence, streamlining business communication.
• 😀 'Create Personal Letter' enables users to generate letters to contacts, integrating with mail merge functions in Microsoft Word.
• 😀 The 'Contact Log' feature offers a detailed summary of all created contacts, allowing for easy tracking of stakeholder information.
• 😀 The final part of the tutorial involves entering initial balances for various accounts, ensuring proper financial record-keeping from the start.

Q & A

What is the primary function of the ABS Premier software in the tutorial?

ABS Premier is used for managing accounting data, creating accounting files, managing accounts, and generating reports. It helps with organizing financial information and automating various tasks within a business's accounting system.

What does the 'cardfile' module in ABS Premier do?

The 'cardfile' module helps store and manage information related to stakeholders such as customers, suppliers, employees, and other entities associated with the business. It allows for easy tracking and retrieval of contact details and financial records.

How does the user create a new accounting data file in ABS Premier?

The user begins by opening ABS Premier, creating a new project, and then entering the company details such as its name (e.g., PT Latihan2) and address. The system also asks for the financial year and accounting period, which can be customized according to the business needs.

What are the steps to set up a custom account list in ABS Premier?

To set up a custom account list, the user selects the option to build their own account list instead of using the default one provided by ABS Premier. This allows them to create and organize accounts tailored to their specific business needs.

Why is it important to save the data file in an accessible location?

Saving the data file in an accessible and secure location ensures that it is easy to find and manage later. It also helps prevent data loss, which is crucial for maintaining the integrity of financial records.

What are the four command buttons available in the 'Cardfile' module?

The four command buttons in the 'Cardfile' module are: 'Card List' (for displaying recorded contacts), 'Mailing Label' (for creating labels for mailings), 'Create Personal Letter' (for generating letters to other entities), and 'Contact Lookup' (for displaying detailed contact information).

What is the purpose of the 'Card List' command button?

The 'Card List' command button is used to create and display records of individuals or entities related to the business, such as customers, suppliers, and employees. These records are categorized into tabs like 'Customer,' 'Supplier,' 'Personal,' etc.

How does the 'Mailing Label' command button work in ABS Premier?

The 'Mailing Label' command button allows the user to generate mailing labels for the contacts stored in the system. It can also print these labels directly, making it easy to prepare correspondence or promotional materials.

What is the 'Contact Lookup' feature used for?

The 'Contact Lookup' feature allows the user to view a summary of all contacts stored in the cardfile, displaying detailed information about each contact, such as name, address, and relationship with the business.

How can the user input initial balances for their accounts in ABS Premier?

To input initial balances, the user accesses the account opening window, selects the relevant accounts, and then enters the balance for each account. The user can also adjust the currency settings for their data and ensure that the total assets and liabilities match.