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Aisha

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Recent activity by Aisha
  • System setup: User details (logged on through RM Unify)

    Here you can edit user details and control which areas of Arbor Finance they are permitted to access. You can also see at a glance, which users are logged into the system via the green and grey peo...

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  • Period end

    Arbor Finance supports 12 reporting periods in the financial year, one for each calendar month. You should run the Period end process at the end of each month, to ensure that future transactions ar...

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  • Financial Summary

    The Financial Summary screen can display an up-to-date overview of the balance of your funds and bank accounts in Arbor Finance, based on all the transactions that have been entered. You can choose...

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  • Reporting overview

    Arbor Finance reports use pop-ups. Ensure your browser does not block pop-ups from the Arbor Finance website. Click here for details. In the Reporting area you can generate reports on different a...

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  • System setup: Bank details

    Here you enter information about your bank accounts, for use throughout the Arbor Finance system. When Arbor Finance is first set up, three default bank accounts are created: Central Fund (used to...

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  • System setup: Options

    Here you can change many settings which will apply throughout Arbor Finance, affecting its appearance and how the system behaves: for example the style of income and expenditure transaction screens...

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  • Payroll Monitoring

    Payroll monitoring will allow you to compare the predicted spend for staff each month and the actual spend from your payroll. The predicted spend will be calculated from your forecasting so before ...

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  • Sales Invoicing Overview

    There are a number of steps to follow when creating and managing a sales invoice. This help article is designed to give you an overview of the process. Create a sales invoice via the Transactio...

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  • Virements

    Virements are administrative transfers from one budget account to another. For example you may want to re-allocate ('vire') an amount from a Contingency budget to another budget account where it is...

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  • Contacts overview

    Account records include your various Income Sources, Suppliers and Customers with details of Alternative payees that you can use where appropriate.You need to set up the account records before you ...

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