How to run a VAT reconciliation report (Maintained Schools)
Note: All pages below are subject to having relevant Roles and Permissions. Go to Reports and select VAT Reporting. From the parameter page click on...
Welcome to our new Help Centre, which we will continue to update in response to Customer feedback.
Finance
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How to Create Order Books
Note: All pages below are subject to having relevant Roles and Permissions. Books are used to setup numbering sequences for different types... -
How to Manage Cost Centre and Ledger Links
Note: All pages below are subject to having relevant Roles and Permissions. Go to Maintenance and select Cost centre and Ledger Links. By selecting... -
How to Create a New Purchase Order
Note: All pages below are subject to having relevant Roles and Permissions. Go to Accounts Payable and select Purchase Orders. Click the +New Standard button to open the... -
How to Approve a Purchase Order
Note: All pages below are subject to having relevant Roles and Permissions. Go to Accounts Payable and select Purchase Orders. Filter by Not Yet Authorised on the left-hand... -
How to Add a New Customer
Note: All pages below are subject to having relevant Roles and Permissions. Go to Accounts Receivable and select Customers. Select New. Select the type... -
How to Manage Debit Card Use
Note: All pages below are subject to having relevant Roles and Permissions. Debit cards are set up as part of the Bank setup. Go... -
How to Close a Period
Note: All pages below are subject to having relevant Roles and Permissions. Close Accounting Period go to Routines and select Close Financial Period Process. This will open the Close Financial Year Period window, when ready...