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Registration
You may enter 50 transactions into your data before being asked to register it. This will need to be done within 14 days. During that period you will be able to evaluate the software free of charge. If you decide that you need more or less capability you will be able to install one of our other programs and transfer your data into it if required. When the data is registered, you will need to pay for the program. To register the data, go into the Registration option from the File menu, click the Print button to print out the registration form, complete it and fax it to us on 01689 856234.
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Help is available using the Help menu from within the program, and also the pdf help manual.
Using Bright
Complete the General and Sales/Purchase Preferences screens as they come up, clicking on the features you wish to use in order to customise the program. These features are explained in more detail below in menu option order. Once completed, your data will be ready to use.
The name of the data folder you are currently working on is always displayed on the top left corner of the screen, as well as on the Data Info screen which can be accessed from the File menu.
An overview of the menu options are given below:
File Menu
Open This will take you back to the opening window to allow you to close the current data and open another
Backup This will save a copy of your data dated today to your chosen destination
Data Info gives you information about the current data folder.
Registration see above for details on how and when to register your data.
Import allows import of sales and purchase account details, jobs and product information from other programs. You can also import the nominal account postings generated by the Bright Payroll program. Transaction data can be imported from a third party program or another Bright data file.
Export allows all types of Bright transactions using the view selection option to be exported to a text file suitable for importing into another similar set of Bright data. To export all your data to transfer between Mac and PC versions use the Total File export option
Quit (in the application menu) takes you out of the program
Utilities Menu
Recurring This is used for transactions such as direct debits
Pending Transactions held in the pending file are waiting to be saved to the ledger. This can be used so that transactions can be checked before ledgers are updated.
Company Setup Menu :
Company Details - Name and address details etc. are entered here for use on reports and stationery.
General Preferences- The various options here are explained in the user guide and you can switch options on or off to suit your way of working.
Account Posting Preferences - Similarly, there are many options and variations here that you can use to customise the program. Details are in the help manual.
VAT Rates You can use up to ten default VAT rates such as standard, zero, export, exempt etc.
Passwords allow you to limit access to all or certain sections of the program.
Nominal Headings You can add new nominal account headings and change the names of existing ones at any time. Only change the details on this screen if you fully understand the consequences, as an inappropriate type can cause problems in certain report displays.
Default Codes These are preset to allow easy use of the program, and can be changed if you feel it necessary.B/Fwd Sales
This option is used to enter balances to sales accounts from a previous system or period.
B/Fwd Purchases
This option is used to enter balances to purchase accounts from a previous system or period.
B/Fwd Nominals
This option is used to enter balances to nominal accounts from a previous system or period.
Stationery Layout allows you to custom design the layouts offered as part of the full program and/or import graphics of your own design.
Verify Data This utility checks the integrity of your data.
Year End
This option allows you to run a year end, after all appropriate postings have been made. This can be done any time after the year's transactions have been entered as the program is date driven and will cut off at that date leaving all later transactions in tact.
The Ledgers:
Sales Menu
Customers allows you to enter customer details and a default Cost Centre code. We suggest you use the first three letters of the customer's company name followed by a number for the code.
Sales Invoices allows you to produce and reprint invoices. You can also enter the receipt via this option if you have already been paid.
Credit Notes allows you to produce credit notes and enter cash refunds.
Receipts lets you enter and allocate receipts. Double click on the invoice or invoices being paid to allocate the receipt to the individual item.
Allocations lets you allocate receipts and credits to invoices.
Quotations lets you prepare and print quotations and updatequotations to invoices.
Sales Order Processing lets you enter and store orders. These can be posted directly to sales invoices, and will allow modification at that point. Orders can be amended and multiple or part orders invoiced, leaving outstanding items on the order.
Corrections and Credits The program will automatically remove transactions or prepare a contra posting to correct any errors on a customer's account when you select the incorrect item on the screen display and then click the Remove or Contra credit button. You will only see the contras when you click the Include Error Corrections button on customer statements, and on the reports screens.
Customer List allows you to print a list of existing customers.
Customer Statements lets you print and view statements. Double-clicking on any statement item displayed on the screen allows you to zoom in on the transaction details. Shift-clicking on transactions allows you to go back and reprint or amend them.
History lists past invoice items for customers between dates.
Purchase Menu
Suppliers allows you to enter customer details and a default Cost Centre code. We suggest you use the first three letters of the customer's company name followed by a number for the code.
Purchase Invoices allows you to post suppliers invoices. You can also enter the payment via this option if you have already paid.
Credit Notes allows you to post credit notes and enter refunds.
Payments lets you enter and allocate payments. Double click on the invoice or invoices being paid to allocate the receipt to the individual item.
Allocations lets you allocate receipts and credits to invoices.
Petty Cash lets you post petty cash payments.
Purchase Order Processing lets you enter and store orders. These can be posted directly to sales invoices, and will allow modification at that point. Orders can be amended and multiple or part orders invoiced, leaving outstanding items on the order.
Corrections and Credits The program will automatically remove transactions or prepare a contra posting to correct any errors on a customer's account when you select the incorrect item on the screen display and then click the Remove or Contra credit button. You will only see the contras when you click the Include Error Corrections button on customer statements, and on the reports screens.
Supplier List allows you to print a list of existing customers.
Purchase Statements lets you print and view statements. Double-clicking on any statement item displayed on the screen allows you to zoom in on the transaction details. Shift-clicking on transactions allows you to go back and reprint or amend them.
History lists past invoice items for suppliers between dates.
The Nominal Menu
Nominal Accounts allows you to set up new accounts. Sub accounts can be added to any account to provide a more detailed breakdown. Monthly Budgets can be added to each account.
VAT allows you to enter scale charges which will be posted directly to the appropriate nominal accounts. You can print the Vat figures on to the Vat Return and print the daybook records for the period. The EC Sales List can be printed on the appropriate stationery. Clicking the Close Period button prevents any items dated before the current Vat period from being posted to a previous Vat period. A prior VAT period can be re-opened by entering a date before the last period close date in the Close field.
Nominal Statements allows you to produce statements of any nominal account between selected dates
Nominal Postings allows you to post single or multiple journal entries between nominal accounts. Incorrect postings can be corrected by reversing the original entry.
Cash Book Postings allows you to post journal entries to or from the bank account. Journal details can be printed.
Recurring Postings allows you to enter details of regular postings such as standing orders, direct debits etc. and posts them via the sales, purchase and nominal ledgers. You can also set up reminders to be displayed on screen as you enter the program.
Reversing Journals such as the estimated cost of rent etc. can be entered here and can be taken into account on the management reports. As the ledgers are not permanently updated, this option can also be used to create a "what if?" scenario. These journals can be used to allow for prepayments and accruals prior to year end.
Reconciliation allows you to agree your bank account by clicking on each item on the screen to tick it off. When all the appropriate items on your bank statement have been ticked on the screen, the Reconciled Balance shown should agree with the closing balance of your bank statement, providing you have entered a correct brought forward balance. Unreconciled items are carried forward when a Year End is run. If an item is marked as reconciled in error it can be corrected by using the unreconcile button.Management Figures provides the opening and closing balances and totals for the period selected of all the nominal accounts, including sub accounts. Budget figures and comparisons can be shown. The gross and operating profit for the report period and a cash flow forecast for the coming period are displayed on the report. You also have the option to update current stock and work in progress figures in the report.
Audit Trail lists all transactions posted for the period. Clicking the Find button allows you to search for a specific item or amount.
Trial Balance can be produced for any date or an individual month. The nominal accounts are grouped by type. You have the option to update current stock and work in progress figures. (N.B.If you wish to view figures between dates you should use the Management Figures report.)
Profit & Loss and Balance Sheet can be obtained at any time. A fully formatted report can also be obtained via the Year End option in the Utilities program.
Cost Centres can be used for a variety of analysis. They can be set up for use in job costing , and specifically for time recording. You will not be able to post time spent on a job until you have set up the appropriate cost centre. A default cost centre code can be entered on the customer and supplier account set up screens.
Cost Centre Statements show entries to cost centres. The cost centre statements can provide sales and purchase information, and time recorded, between dates.
Time Recording A cost centre for each person or department should be set up, together with the respective rate per unit of time. This option can also be used to record time spent on a project that is not linked to a job.
Jobs allows you to set up jobs and add to them costs, time, purchases and stock. Purchases can be added via the invoice option, stock items can be entered manually via the Stock option and time spent can be entered via the Time Recording option. Transactions can be transferred from one job to another. Job sheets can be printed. The job sheet can be customised.
Job List displays all jobs on file, and their details.
Job Statements detail all transactions entered to the job; the total costs and profit on the job for a selected period. Items that have already been invoiced are marked with a tick.
Stock allows you to enter details of new products. The code length can be increased to 16 characters in the Change Product Prices option in the Utilities program. You can get a profit between dates figure on a stock item. Clicking the Update Stock File check box to No will allow you to use this option purely for convenience as a product file when invoicing, ie. to contain a description used frequently etc.
Stock List is a detailed list of products. Clicking the Re-Order List check box on, will only Display or print products that have a quantity in stock equal to or less than the re-order level of that item.
Stock Statements details stock movements of individual products.
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