1s 8.3 initial program setup. Accounting info
How to set up the 1C Accounting 8.3 information base?
Accounting parameters are the settings of the 1C Accounting 8.3 information base, which determine the accounting procedure. In the release "1C: Accounting 8.3" 3.0.43.162 and in later releases, the main part of the accounting parameters is configured through special forms "Setting up a chart of accounts" and "Salary settings", available from the corresponding sections.
In addition, there is a combined form of accounting parameters, which opens through “Administration” – Program Settings – Accounting Parameters. It also configures the printing of articles and the terms of payment from buyers and payments to suppliers.
Setting up a chart of accounts in 1C
(also available through the “Main” section – Chart of accounts – Setting up a chart of accounts). Enables or disables the use of subconto, i.e. analytical sections of accounting on accounting accounts. The names of the links indicate the current settings; to change, you must click the link. Here you can select the following options.
Accounting for VAT amounts on purchased assets
By default, accounting methods are indicated - by received invoices and by counterparties. These settings are predefined and cannot be disabled. In addition, you can enable “By accounting methods”. The setting controls subaccount 19.
Inventory accounting
By default, the predefined parameter “By item” is specified; it cannot be disabled. If necessary, include accounting by batches and accounting by warehouses. For warehouse accounting, you need to choose a method - by quantity and amount or only by quantity. Based on these settings, the “Parts” and “Warehouses” subaccounts can be installed on inventory accounts.
Retail goods accounting
In addition to the predefined parameter “By warehouses”, it is possible to enable accounting by VAT rates and by item (turnover). The setting controls the subaccount on accounts 42.02 and 41.12.
Cash flow accounting
A predefined accounting method has been established – “By current accounts”. It is possible to enable accounting for DS movement items. At the same time, a new sub-account “Cash Flow Items” will appear on the “cash” accounts (50, 51, 52, 55, 57).
Accounting for settlements with personnel
You need to select the required accounting method - consolidated or for each employee. This setting controls the subaccount on accounts 70, 76.04, 97.01.
Cost accounting
You can choose how to account for costs – by department or across the entire organization. In this case, subaccounts are set up on accounting accounts 20, 23, 25, 26.
Salary settings
(also available in the “Salaries and Personnel” section – Directories and settings – Salary settings). The following parameters can be configured here.
General settings
It is necessary to choose in which program the organization takes into account personnel and payroll calculations - in this or in an external one.
In this form indicate the following:
- on the “Salary” tab – select the method of reflecting salaries in accounting; salary payment date; method of accounting for written-off amounts by depositors; data for the FSS pilot project
- on the “Taxes and Payroll Contributions” tab – indicate the type of contribution rate for compulsory insurance (set by default; in the case of a “special” rate, the desired one is selected); parameters for calculating additional contributions; the size of the contribution rate for insurance from NS and PZ; method of applying standard deductions for personal income tax
- on the “Vacation Reserves” tab – a note about the formation of a vacation reserve (if necessary) and the method for reflecting them in accounting
- on the Territorial conditions tab - if used, indicate the northern allowance, regional coefficient, data on work in special local conditions
Salary calculation. In the absence of organizations with more than 60 employees, the program supports accounting for vacations, sick leave, and executive documents, which is enabled using the appropriate flag. Also here you can set up an automatic recalculation of the “Payroll” document and go to the “Accruals” and “Deductions” directories to view or fill out.
Reflection in accounting. The reference books “Methods of accounting wages” and “Cost items for insurance premiums” are available here via links for setting up accounting for wages and insurance premiums with payroll.
Personnel accounting. The program allows you to choose personnel accounting methods - complete (with the generation of all personnel documents in the program) or simplified (without personnel documents, orders are printed from the employee’s form).
Classifiers. Here you can find the parameters for calculating insurance premiums (types of income, tariffs, discounts, maximum base value) and types of income and deductions for personal income tax.
Buyer payment terms. Payment deadline to suppliers. The terms established here are used unless other terms are specified in contracts or documents.
Printing of articles. The form is used to configure the printing of document forms.
Rates for income tax in 1C 8.3 You can now indicate in the form accessible from the section “Directories” – Taxes – Income Tax:
In earlier releases and versions of the 1C 8.3 program, accounting parameters are configured in the form accessible from the “Main” section – Settings – Accounting parameters:
This is what the configuration form looked like:
Based on materials from: programmist1s.ru
This article will be useful to users of 1C: Enterprise 8.3, regardless of which configuration you are working in. This may be “1C: Enterprise Accounting 8” or “1C: Salaries and Personnel Management 8”, but there are a number of common issues that are often encountered at the initial stage of work. Many users of previous versions are puzzled by the search for the indispensable "All Functions" command (analogous to the Operations menu...) and try to benefit from the managed interface. Therefore, we will consider important points that should not be overlooked when we begin to work in the program of the new version 3.0.
First of all, we configure the display of the “All functions” command in the main menu, which is represented by this icon in the upper left corner. To do this, in the parameters located in the “Service” section, check the appropriate box. 
Now it won’t be difficult to find any object, we will need a document, a directory or a register, just call the “Main Menu” and select “All functions”. 
As for the interface, we, as users, are given the opportunity to customize it “for ourselves.” You shouldn’t miss this opportunity, so in the same main menu we’ll turn to the “View” section.
In the menu we see several types of settings. First, we decide on the location of the panels and select the “Configure panels” item. 
This is what the standard arrangement of panels looks like; we can return to it after our experiments at any time using the button of the same name. The panel editor allows you to select a panel with the left mouse button and drag it to the area we need, that is, where we would like to see it. Let’s say it would be more convenient to work with the section panel located on top rather than on the side, then move it to the top area and click the “Apply” button to see how the appearance of the program has changed. If the setup is successful, click “OK” to save. 
At the bottom, inactive panels are presented on a gray background; in fact, we can access these types of information through the toolbar. For example, to the activity history and the list with favorites using the "Stories" and "Favorites" tools, respectively.
But if necessary, you can fix such a panel in a place convenient for you, for example in this way. 
If we talk specifically about the section panel, it can also be configured by opening the corresponding setting.
We can create a list of sections ourselves that meets our needs. We also choose how this list will be presented with or without a picture; if with a picture, then where to place it relative to the text. For example, a setting without a picture allows you to see all sections when the menu is located at the top.
The home page is also customizable; from the available forms, add the ones you need to the left or right column using the buttons. 
After such simple manipulations, the interface is significantly transformed, and for the better, because you customize it specifically to your needs. A comfortable workplace plays an important role in the life of an accountant.
We examined in some detail the settings of reports implemented on the basis of the access control system. Now let's look at more subtle and detailed settings for report options. The window for “advanced” settings of the report option is called by the command “More” - “Other” - “Change report option”.
The window for changing the report version is divided into two parts:
1. Report structure.
2. Report settings.
The report option structure section is similar to the “Structure” tab of the standard report settings. The purpose and configuration of groupings is discussed in detail in Part 1 of the article.
The report variant structure table, in addition to the actual column with groupings, contains several additional columns:
The report option settings section gives the user ample opportunities to configure the report to suit their needs. It almost completely coincides with the standard report settings discussed in Part 1. Let’s look at all the tabs of the section and note the differences.
The settings section consists of the following tabs:
1. Parameters. Contains ACS parameters available to the user.
The SKD parameter is a value used to obtain report data. This can be a condition value for selecting or checking data, as well as an auxiliary value.
The parameter table is presented in the “Parameter” - “Value” format. If necessary, you can change the parameter values. Clicking the “Custom Settings Element Properties” button opens the custom settings of the element.
In this window, you can select whether the element will be included in the user settings (that is, visible to the user when setting up a report), set the element's presentation and editing mode (quick access in the report header, normal in the report settings, and inaccessible).
Custom settings item properties also have groupable fields, margins, selections, and conditional appearance elements.
2. Custom fields. Contains fields that are generated by the user himself based on the data selected by the report.
The user can add two types of fields:
- New selection field...
- New expression field...
Selection fields allow you to calculate a value based on a given condition. The selection field editing window contains a field title and a table in which the selection, value and presentation of the field are specified. Selection is a condition, depending on which the desired value will be substituted.
For example, let's calculate an estimate of the number of sales. We will assume that if less than 10 units of a product are sold, we sold a little, and if more than 10 units, we sold a lot. To do this, we will set 2 values for the calculated field: the first will be with the selection “Number of goods Less than or equal to “10””, the second with the selection “Number of goods Greater than “10””.
Expression fields allow you to calculate a value using arbitrary algorithms. They can use the functions of the query language and the built-in 1C programming language. The expression field editing window contains two fields for expressions of detailed and summary records. Total records are groupings configured in the “Report Structure” area; they must use aggregate functions (“Sum”, “Minimum”, “Maximum”, “Quantity”).
For example, let's calculate the average discount percentage. The average discount percentage is calculated using the formula: [Sales amount without discount] - [Sales amount with discount] / [Sales amount without discount]. It is important to remember that the sales amount without a discount may be zero, so we use the SELECT operator to check. We get the following expressions:
· For detailed entries:
Choice
When [Sales amount without discount] = 0
Then 0
Otherwise [Sales amount without discount] - [Sales amount with discount] / [Sales amount without discount]
End
· For summary records:
Choice
When Amount([Sales amount without discount]) = 0
Then 0
Otherwise Sum([Sales amount without discount]) - Sum([Sales amount with discount]) / Sum([Sales amount without discount])
End
As mentioned earlier, in the expression of total records we use the aggregate function “Sum”.
3. Groupable fields. Contains fields by which the results of the report variant will be grouped. Grouped fields are configured separately for each grouping, but you can set general grouped fields for a report option if you select the “Report” root in the structure tree. You can add a field from the report result, a custom field, or select an auto field, then the system will select the fields automatically. This tab also allows you to change the order of grouped fields.
4. Fields. Contains the fields that will be output as a result of the report variant. Fields are configured separately for each grouping, but you can set common fields for a report option if you select the root “Report” in the structure tree. You can add a field from the report result, a custom field, or select an auto field, then the system will select the fields automatically. This tab also allows you to change the order of the fields.
Fields can be grouped to logically highlight any part of the report or to specify a special arrangement of columns. When adding a group, the “Location” column becomes active and allows you to select one of the location options:
- Auto - the system places fields automatically;
- Horizontal - fields are positioned horizontally;
- Vertical - fields are arranged vertically;
- In a separate column - fields are located in different columns;
- Together - the fields are located in one column.
5. Selection. Contains selections used in the report variant. Setting up selections was discussed in detail in part 1 of this article. Filters are configured separately for each grouping, but you can set general filters for a report option if you select the root “Report” in the structure tree.
6. Sorting. Contains the sort fields used in the report variant. Setting up sort fields was discussed in detail in Part 1 of this article. Sorting is configured separately for each grouping, but you can set general sorting fields for a report option if you select the root “Report” in the structure tree.
7. Conditional registration. Contains conditional design elements used in the report variant. Setting up conditional appearance was discussed in detail in Part 1 of this article. Conditional appearance is configured separately for each grouping, but you can set general elements of conditional appearance for a report option if you select the root “Report” in the structure tree.
8. Additional settings. Contains additional report design settings. Allows you to select the general appearance of the report, the location of fields, groupings, details, resources, totals, set chart settings, control the display of the title, parameters and selection, determine the position of resources and fix the header and grouping columns of the report version.
In conclusion, I would like to note that report settings can not only be saved as a report option, but also uploaded to a file (menu “More” - “Save settings”). To download, you must select “Load settings” and select the saved file. Thus, we can transfer report variant settings between different databases that have the same configuration.
Based on this, we can summarize that the user can not only independently customize the report to suit his needs, but also save his settings and use them in the future if necessary.
We configure "Taxi" for ourselves in 4 steps (1C: Accounting 8.3, edition 3.0)
2016-12-07T18:49:42+00:00In this article I will talk about how to make working in the new 1C: Accounting 8.3 “Taxi” interface truly convenient and comfortable for an accountant.
Follow just 4 steps to set up the Taxi interface for yourself and enjoy all its benefits. If you are still in doubt: to switch or not to switch, then my opinion is unequivocal - to switch. Taxi is better. Taxi is more convenient. And it’s very easy to adapt to it.
If the "Taxi" interface is not yet enabled, enable it:
Select the “Taxi” option and click the “Restart” button:
Then Necessarily go to the “Administration” section, “Interface” item:
And we also set the “Taxi” option here and press the “Restart” button again:
Step #2. Setting up the section panel.
Here, on the right side of the window, select sections that we rarely use or don’t use at all and click the delete button:
Most often, such “unloved” sections are “Manager”, “Production” and “OS and Intangible Materials”:
And finally, in the lower left part of the window, set to show “Picture and text”, if it’s easier for you to find sections with pictures:
Click OK and the section panel will change:
Result: All that was left was what was needed, pictures appeared.
Step #3. Setting up the open windows panel
In the new interface, you can't switch between open windows because the open windows panel is hidden by default. Let's display it.
After dragging, click OK and now the windows we open will be displayed at the bottom of the main 1C window:
Result: at the bottom of the main window, directories, documents, magazines, etc. that we open are displayed.
Step #4. Turn on the "All functions" menu.
A very useful feature when you tried to find some report or document, but could not do it through the sections panel. In this case, the “All functions” menu will help you out, from which you can open all reports, documents, reference books, etc.
This option is hidden by default, but is easy to show.
Check the box "Display All Functions" and click OK. Now any report, document, reference book, journal or processing can also be selected like this:
Result: it became possible to open reports, documents, journals, directories and processing that could not be found in the main menu of the system.
We're great, that's all
By the way, for new lessons...
Sincerely, Vladimir Milkin(teacher
This is the second part of the article about setting up the Taxi interface that appeared in the 1C:Enterprise 8.3 application. In I talked about how to add new panels to the interface and change their layout according to your preferences. In the second part, I will teach you how to manage sections of the application and their content, as well as change the parameters of the initial interface page.
In the screenshot below, the interface looks like how we made it look in the last lesson. For me, this working view is not very convenient. I prefer the section bar to be on the left, as it is by default. And it's not just a matter of habit. It’s just that when all the sections are compactly collected on one side, they can all be covered at one glance, which cannot be said about the stretched menu at the top of the interface.
But since the side menu takes up too much space in the screenshots, I will leave the sections in the place where we moved them. Although I recommend that you leave this menu where the developers themselves placed it.
Here and below, screenshots created using “1C: Salary and HR Management 3.0” are used, but, as I said in the previous article, these settings are relevant for all new configurations, since the “Taxi” interface is used in them too.
So, the next feature I want to tell you about is customizing section panels. It allows you to remove individual sections from the interface.
Here the question may arise as to why someone might want to remove entire sections of operations from a program. In fact, everything is very simple. Let's say you have a small company in which only one employee is responsible for personnel and salaries. Of course, in this case, nothing can be deleted, since from time to time he will use all available tools.
But let's assume that you have a human resources specialist on staff who keeps personnel records and a payroll accountant. A personnel officer does not need payroll calculations, just as an accountant does not need personnel operations. Therefore, each of these specialists can be left with only those sections that they really need, so that unnecessary elements do not distract your employees from their work.
Of course, some objects are used by both personnel officers and accountants within the scope of their powers. For example, sick leaves or vacations. But, as a rule, access to such objects is duplicated in the corresponding sections.
To delete or add a previously deleted section, you need to select the “Customize section panel” function in the “View” settings subsection.
In the window that opens, it is easy to remove any elements from the interface and return them back. This can be done in several ways.
First, you can use the "Add", "Add All", "Delete" and "Delete All" buttons. If you do not use a button that removes or adds all possible objects, the action will affect only the selected objects.
In order to select several consecutive menu items, you need to select the top one with the mouse, and then, holding Shift, click on the bottom object of the selected group.
In order to select several objects in random order, you need to mark them with the mouse while holding the Ctrl key.
Secondly, you can add or remove objects by simply dragging the mouse.
But the third method is closer to me. Following it, you just need to double-click on the desired object. If it is located among the available objects, it will immediately become selected, otherwise it will be moved from selected to available.
At the top right you see two blue arrows. They are needed to change the order of elements in the menu.
Now, using the knowledge we have gained, let’s remove the “Salary”, “Payments” and “Taxes and Contributions” items from the section panel, and raise the “Administration” section to the top of the list of selected sections.
Now let's accept the changes and see what form our menu has taken.
Everything turned out just as we planned. To quickly return everything back, you need to go back to the section panel settings, click the “More” button, select the “Set standard settings” option and accept the changes.
It is no coincidence that I spent so much time describing these actions, since they are widely used in all 1C:Enterprise 8.3 configurations and we will need them in the following examples.
The next thing I want to tell you about is setting up the home page. Right now there is an invitation to configure the system from scratch or transfer data from other configurations, but in the future, when the program is configured, other data will be displayed there. For example, if we talk about the “1C: Salary and HR Management 3.0” configuration, then this could be the staffing table and the history of accruals.
To manage the home page settings, you need to go to “View”, “Start Page Settings”.
As you can see, everything here is the same as in the section panel settings. The only difference is that the initial page also has a second column that can be activated by adding some of the available forms there. But you should only do this if you have a large enough display. Otherwise, the second column will only get in the way, eating away at the workspace.
You can experiment with customizing the Start screen yourself. You can return everything to the default settings in the same way as we did after setting up the section panel.
The workspace of each section is divided into a navigation panel and an action panel. Visually, they do not differ from each other, so for clarity, I marked the navigation bar in the next screenshot with a red outline.
Through the navigation panel, the user has access to lists of reports, documents, and so on. And using the action panel, he can immediately create a document, a report, and the same “so on.”
For clarity, let’s look again at the previous screenshot illustrating the “Salary” section. As you can see, in the navigation bar, which I surrounded with a red frame, there is a section “Sick Leaves”. If you click on it, a list of all sick leaves will open, which is currently empty. Here you can create a new sick leave by clicking the “Create” button.
But in the same “Salary” section, in the action menu, there is also the “Sick Leave” item, located under the eloquent heading “Create”. By selecting it, you will create exactly the same sick leave as in the previous example, but for this you will not have to go to their general list and click an additional button.
The content of the navigation and action bars can also be controlled. So if you are sure that a feature should be in a certain section, but it is not there, it may simply not have been added to the list. You can do this yourself using the Customize Navigation and Customize Actions features. This is done in the same way as the settings for sections and the home screen.
See what this same section looks like after I enabled all the features available for it.
It's just some kind of porridge, isn't it? All the actions do not fit on the screen, even if you expand it, and you have to use the scroll bar to see them all. Therefore, it is advisable to activate in the action menu only those functions that are really needed quite often. Those documents that you need much less often are better created by navigating to them through the navigation bar, and not including them in the action bar.
Here it would be useful to recall that access to any “1C:Enterprise 8.3” object in the “Taxi” interface can be obtained through the “All functions” option, which I wrote about in the first part of the article.
In the upper right corner of the Taxi interface there is a panel with buttons that duplicate some of the application’s functions. You can choose which buttons will be displayed in this panel. To do this, you need to use the “Add or remove buttons” function and tick those that you need most often, as shown in the screenshot below.
This concludes the article about customizing the “Taxi” interface. Next time I will tell you how to get started in the 1C: Salaries and Enterprise Management 3.0 configuration.