How to manage Virements A Virement is moving Budget from one Cost Centre/Ledger Code combination to another. As the financial year progresses, it is likely that some expenses (and income)...
How to manage Journals There are many types of Journals this is a brief overview of the important points rather than a detailed look at each...
How to Manage Online Payment Mapping First ensure you have Products, Clubs or Dinner set up (see How to Configure Online Payments) Go to Modules, Finance,...
How to process paying in slips Note: All pages below are subject to having relevant Roles and Permissions. Go to Modules, Finance and Finance Home Page, Go to...
How to Run Monthly Reports Note: All pages below are subject to having relevant Roles and Permissions. CEA Select the Cumulative Expenses Analysis report from Reports,...
How to Complete a CFR Return. Note: All pages below are subject to having relevant Roles and Permissions. Go to Modules, Finance and Finance Home Page. Select CFR...
How to Process Credit Card Transactions Note: All pages below are subject to having relevant Roles and Permissions. Go to The Modules – Finance and Finance Home Page and the Maintenance...