Sally Buchanan
Articles
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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, ...
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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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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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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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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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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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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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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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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 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 ...
