How to Distinguish between Fund Allocation and Retained Earnings
In this guide, we show the differences in configuration when using either Fund Allocation or Retained Earnings as part of...
School Finance
-
-
Finance Month End Checklist
In this guide, we show How to Complete Month End Checks in the Finance Module. Access: The minimum permissions required to... -
How to Refund a Supplier Card Payment
In this guide, we show How to Refund a Supplier Card Payment within the Finance Module. Access: The minimum permissions required to Refund a Supplier Card Payment... -
How to Delete Templates from the Invoices & Credit Notes Pages
In this guide, we show How to Delete Invoices or Credit Note Templates within Accounts Receivable and Accounts Payable in the Finance Module. Accounts Receivable... -
How to Manage Write Offs in Accounts Receivable
In this guide, we show How to Manage Write Offs in Accounts Receivable in the Finance Module. Access: The minimum permissions... -
How to add an Opening Balance Journal
In this guide, we show How to Add an Opening Balance Journal in the Finance Module. Note: Opening Balance Journals... -
BUDGETING MODULE USER GUIDE
This guide provides links to all the individual guides that together make up the Budgeting Module User Guide. It follows... -
How to Manage Timelines
In this guide, we show how to Manage Timelines within the Finance Module. Access: The minimum permissions required to Manage Timelines...