Sally Buchanan
Articles
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Analysis records overview
You need to set up Analysis Records before you can report on your financial performance and status. In the Analysis Records area there are two tabs: Income/Expenditure analysisHere you can view,...
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Income/Expenditure analysis
Arbor Finance lets you define analysis codes for income and expenditure transactions. You can use Sort Keys to group different analysis codes for reporting. Analysis codes may be based on the repor...
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Budget accounts
Budget accounts let you monitor orders and payments against budget allocations, and therefore keep track of whether you are under- or over-spending. From the Records menu you can access the Budget ...
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Enquiries
Enquiries is a powerful searching and sorting tool to help you locate transactions in RM Finance. You can enter whatever information you have about a transaction in a search query - for example, a ...
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Analysis reporting links
Arbor Finance lets you use reporting links to group different records together for analyses. These links are defined on the Analysis reporting links screen (or on the fly from the Income / Expendit...
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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...
