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Penny Kidd

  • Total activity 68
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Activity overview

Latest activity by Penny Kidd
  • Penny Kidd created an article,

    Budget Overspend

    If you have received a message saying that you do not have enough money left in your budget allocation to purchase items then there are several options. Use a different budget or budget/analysis c...

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    • 1 follower
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    • 0 votes
  • Penny Kidd created an article,

    Analysis with Budget Codes Report

    This report is for Analysis and Budget codes. This is only relevant if you have the dual budgeting functionality turned on by Arbor. Arbor Finance reports use pop-ups. Ensure your browser does no...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Penny Kidd created an article,

    Budget with Analysis Codes Report

    This report is for Budgets with Analysis codes. This is only relevant if you have the dual budgeting functionality turned on by Arbor. Arbor Finance reports use pop-ups. Ensure your browser does ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Penny Kidd created an article,

    Reconciliation Discrepancies

    How to identify a reconciliation discrepancy Reconciliation discrepancies can be common when checking your Arbor Finance Online figures at month/year-end. This article details common issues and dia...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Penny Kidd created an article,

    GDPR Guidance

    This document aims to provide you with information about how to process a Subject Access Request (SAR) or Data deletion request in Arbor Finance. Subject Access Request (SAR) If you receive a SAR r...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Penny Kidd created an article,

    Reproducing your CFR file

    It is quick and easy to produce another CFR file should you need to. If you have run year end then Switch the year to the previous one. Click on the System menu and select the Switch the financial...

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    • 1 follower
    • 0 comments
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  • Penny Kidd created an article,

    Alternative Payees

    Some suppliers 'factor' their invoices - that is, they use another company to collect payments on their behalf. Normally cheques are made out to the Supplier, but where invoices are factored, you c...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Penny Kidd created an article,

    Catalogues

    Catalogues are used in conjunction with the purchase ordering and sales invoicing systems to speed up the entry of orders and sales invoices. Each item has its own record, identified by a unique ca...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Penny Kidd created an article,

    Sales Invoice

    Use the Sales Invoice screen to create sales invoices for customers. You can enter multiple invoice lines for the same customer in a single transaction if required. You can apply discounts at line ...

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    • 2 followers
    • 2 comments
    • -1 votes
  • Penny Kidd created an article,

    Income Transactions

    On the Income transactions screen you can post all types of income, including VAT reimbursements. You can enter multiple income lines from the same source in a single transaction if required. You c...

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    • 1 follower
    • 0 comments
    • 0 votes