Click in the appropriate column to view either the PDF guide or watch the video
If you have any queries or need help please speak to your group treasurer
Help Guide | Description | View Guide | Watch Video |
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 receipts & payments | ||
Delete uploaded documents | How to remove unwanted uploaded documents from the cloud server | ||
Attached documents filepath | How to double check your attached document filepaths are correct | ||
Change the screen size | How to change the size of the software screen | ||
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) | ||
Saving a Bank Reconciliation | How to save and recall a bank reconciliation | ||
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 Feb 2025 | ||
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 | ||
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 | ||