Help Guide | Description | View Guide | Watch Video |
INPUTS | |||
Receipt | Booking all types of income that aren't Gift Aid donations | ||
Payment | Booking all type of expenditure | ||
Gift Aid Donations | Booking Gift Aid donations | ||
Money Transfers | Transfering money from one bank account to another | ||
Bank Reconciliation | Reconciling your bank account(s) | ||
ENQUIRIES | |||
Transaction Enquiry | View transactions and balances by account code for your station | ||
Station Enquiry | View all transactions and balances for your station | ||
Donor Enquiry | View transactions and balances for donors | ||
REPORTS | |||
I & E Report | Produce an income and expenditure report for your station | ||
Cash Movement Report | Produce a report on money in and money out of selected bank account | ||
Account Code List | A list of the Income & Expenditure codes available as at 14/03/24 | ||
OTHER | |||
Donor Maintenance | Adding and maintaing your donor details | ||
Colour Scheme | How to change your colour scheme | ||
Finish Month | How to finish a month for your station | ||
GROUP TREASURER | |||
Station Status | Produces a report showing the last reconciled and finished month for the stations in your group | ||
Change Finish Date | Allows you to change the finished up to date for any station in your group | ||
HOW TO..... | |||
Log on | How to log on and off online | ||
Navigate the software | How to drive the software and field types | ||
How to print | |||
Export Reports | How to export reports onto your computer | ||
Correct mistakes | How to correct any mistakes by deleting or changing transactions | ||
Upload documents | How to upload scanned documents for receipt & payment input | ||
Delete uploaded documents | How to delete unwanted uploaded documents from the cloud server | ||
PROCEDURES | |||
Booking VAT Received from Head Office | How to enter reclaimed VAT received from head office | ||
Booking Gift Aid received from head office | How to enter Gift Aid that has been claimed by head office | ||
Booking payments for uniforms | How to enter a payment to head office for the purchase of uniforms | ||
Restricted Funds | Procedure for Restricted Funds | ||
Paxton Live changes March 2024 | Details on software update for Head Office HMRC VAT report | ||
TRAINING MANUALS | |||
Station Training Reference Guide | Reference Guide used for station training | ||
Station Training Workbook | Workbook to be used for station training |