Company Setup and Work Flow 1.3.3 Chart of Accounts -Import your Chart of Accounts Dec/29/2008 Import your existing Chart of Accounts using the importing tool within Tradepoint. Our importing wizard takes you through step by step to get your data imported. More Back to top 1.4 Establish Login and Security Access Aug/25/2007 Addressed in this article is how to setup more than one Security Setting profile for your Employee profile within Tradepoint. More Back to top 1.4 Sales Taxes Jan/29/2009 Tradepoint supports numerous Sales Taxes at a National, Regional and Local level. This article provides an overview of the Sales Tax Structure in Tradepoint. More Back to top 1.4.1 Setting Up Sales Taxes Based on Zip Code Jan/29/2009 Set up your Sales Taxes based on Zip Codes with the steps outlined in this article. More Back to top 1.4.2 Applying Tax Rules to Products Jan/29/2009 Apply Tax Rules to Products individually or specifically through the steps outlined on this article. More Back to top 1.4.3 Sales Taxes and Company Contact Information Jan/29/2009 Company Contact Information and how it tracks appropriate Sales Tax information by account. More Back to top 1.4.4 How Sales Taxes Work Jan/29/2009 How the Company Settings and Sales Taxes work together to automatically calculate the necessary Sales Taxes as transactions happen. More Back to top 1.4.5 - Downloading Geolocation Postal and ZIP Code Data Feb/2/2009 Information about and steps to download Zip/Postal Code data for pre-populating contacts with any relevant City/State based on the Zip/Postal Code entered in an Address field. More Back to top 1.5 Email Setup Aug/25/2007 Quickly setup one or more than one Email Account within Tradepoint. More Back to top 14.5 How to Create an Appointment Apr/1/2007 How to create an Appointment within Tradepoint. More Back to top 1 2 3 4 5 Loading…