Penny Kidd
Articles
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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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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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Aged Debtors Report
This report shows all customers who have at least one overdue Sales Invoice. You can find this by going to Reporting > Transactions > Sales > Aged debtors. Use the Customer Statement report to se...
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Credit Notes
Use the Credit notes screen to record the receipt of credit notes from suppliers. You can then apply these against expenditure items. See also Expenditure. A supplier's credit note can include mult...
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Expenditure
Use the Expenditure transactions screen to post expenditure transactions where no purchase order has been raised.(If the goods or services have been the subject of a purchase order, they will alrea...
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Setting up Email templates
Email templates are used when sending remittances, purchase orders and reports via email. Arbor Finance uses these templates when the Email functionality is selected to send documents.See also Emai...
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Budget Expenditure Report
Arbor Finance reports use pop-ups. Ensure your browser does not block pop-ups from the Arbor Finance website. Click here for details. This report lists the budget account codes along with the actua...
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Arbor Finance Help Centre
Finding help Browse the table of contents on the right to find what you need: Help The Help explains how to use Arbor Finance, giving stepwise instructions for each task. Log a Support Call If ...
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Emailing Reports, Purchase Orders and Remittances
In Arbor Finance it is possible to email reports, purchase orders and remittances direct to your suppliers or contacts. When you create a report, purchase order or remittance on the screen, where y...
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Order Forms in Arbor Finance
In the System setup of Arbor Finance, it is possible to choose the style of Order Form for your Purchase Orders. This helpful article contains examples of the different styles of Order Forms. To ch...
