Jason
Activity overview
Latest activity by Jason-
Jason created an article, Batched Purchase Orders
When a normal transaction is posted, the Income source/Supplier, Analysis code, Budget and Bank account records are all immediately updated. Batching transactions lets you input data into the syste...
-
Jason created an article, Making Changes in Previous Financial Years
Arbor Finance allows you to make changes and post certain transactions in previous financial year(s) if they have not been closed. These will be posted in 'Period 13'. To make these changes you mu...
-
Jason created an article, Transactions overview
The Transactions area is where you do most of the day-to-day Arbor Finance tasks. Budget - Here you can post budget allocations to individual budget accounts, and virements between budget accounts....
-
Jason created an article, Search/Process Sales Invoices
The Search and Process tab is used to search for Sales Invoices and process them.Actions include:- Editing, posting or deleting a draft sales invoices Receiving payment Sending or resending invoic...
-
Jason created an article, Importing Budgets
If you have had the option of Using Analysis codes with Budgets turned on then please click here for the relevant help page.Importing budgets allows you to import budgets to Budget Accounts from an...
-
Jason created an article, Creating BACS Transactions
BACS is a simple, secure and reliable service which enables organisations of all sizes to make payments by electronic transfer directly into a bank or building society account. Increasingly, large ...
-
Jason created an article, Accruals Overview
AccrualsAccrual transactions are posted to ensure that income/expenditure is accounted for in the correct accounting period.Accruals can be posted in any period, but typically most schools will mak...
-
Jason created an article, Cash Movement Report
Cash Movement reportNavigation path: Reporting > Transactions > Bank > Cash Movement.Report synopsis: This is a transactions based report that can be used to endorse the figures shown on any of th...
-
Jason created an article, Income Reversal and Income Adjustment
Even with the tightest controls, there will be instances where mistakes have been made and require correction or reversal. This article details how to reverse/correct income transactions in Arbor F...
-
Jason created an article, Custom Reports
The custom report tab will only be available to schools who have custom reports which have been developed just for their local authority.If your LA has custom reports, these will appear here. If yo...
