Penny Kidd
Articles
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Linking Analysis codes to Budget Accounts
Often there is a relationship between Budgets and Analysis codes. To ensure accurate reporting it can be important to ensure that the correct analysis code is posted with the correct budget code. L...
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New Orders
Use the New Orders expenditure screen to record new purchase orders. Entering these into the system lets you keep track of commitments placed against your budgets. See also Expenditure. If desired ...
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Import Transactions
The Import Transactions function is designed to import transactions from a CSV file into Arbor Finance via the Batch functionality. 8 transaction types can be imported which are:- Income/Expenditur...
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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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Setting your password recovery email for RM Unify
Arbor Finance uses RM Unify to access the site. We strongly recommend setting up a password recovery email in RM Unify for all accounts, including the admin account. The Arbor Finance team cannot r...
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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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Combined Income and Expenditure Batch
When a normal transaction is posted, the Income source/Supplier, Analysis code, Budget and Bank account records are all immediately updated. Batching transactions lets you input data into the syste...
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Batched Accrual Transactions
When a normal transaction is posted, the Income source/Supplier, Analysis code, Budget and Bank account records are all immediately updated. Batching transactions lets you input data into the syste...
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Unpaid Sales Invoice Report
The unpaid sales invoice report show a list of invoices that are unpaid (outstanding). To find this, go to Reporting > Transactions > Sales > Unpaid sales invoice.
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Sales Invoicing - Getting Started
Welcome to the new Sales Module, before you start there are a few setup items you should complete. Organisational settings changes Email templates System Set up changes Organisational Settings Go...
