Sally Buchanan
Articles
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Date entry formats
For fast data entry on Transactions, Reporting and Enquiries screens, Arbor Finance allows you to enter valid dates using only a few keystrokes. The current online version of Arbor Finance generall...
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Budget headings
Budget headings are used to organise the Budget Accounts, so that they can be sorted and amounts appropriately sub-totalled in reports. You can also search by budget heading to find accounts. There...
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Budget groups
Like Budget Headings, Budget Groups can be used to organise the Budget Accounts. They can help you find and sort your budget accounts, and let you group related accounts for calculations and automa...
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VAT table
The VAT table displays summaries of VAT and taxable turnover in the current period and the current year, for each VAT code. The VAT and taxable turnover analyses for Outputs and Inputs are displaye...
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Profile types
Expenditure often follows a predictable pattern over the course of a year. If you can make allowance for this pattern, you can monitor your budgets more effectively. When budgets are allocated to b...
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Budget records overview
You need to set up Budget Records before you can start to record transactions. In the Budget Records area you can create and edit: Budget AccountsThese include your various Budget Accounts, an...
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To generate a Purchase Order report
This report allows you to display Purchase Orders that have been posted. Arbor Finance reports use pop-ups. Ensure your browser does not block pop-ups from the Arbor Finance website. Click here for...
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Records overview
The Records area is where you define the categories that you need for organising your school’s financial transactions. Arbor Finance uses four different sets of records to do this: Budget Records...
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Reinstalling your Arbor Finance tile
If your Arbor Finance contract has ended prematurely or there has been a break in the contract then you might need to reinstall your Arbor Finance tile which will have disappeared from your launchp...
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Cheque Remittance
Here you can customise the default cheque template, as follows: From the System records menu choose System setup and click the Cheque Remittance tab. Click Edit . From the Template drop-down, ...
