Avatar

Penny Kidd

  • Total activity 68
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 35

Articles

Votes on activity by Penny Kidd
Sort by votes Recent activity Votes

  • Budget Overspend

    1. Knowledge Base
    2. Records
    3. Budget Records

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Analysis with Budget Codes Report

    1. Knowledge Base
    2. Reporting
    3. Reporting on Records

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Budget with Analysis Codes Report

    1. Knowledge Base
    2. Reporting
    3. Reporting on Records

    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 ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Reconciliation Discrepancies

    1. Knowledge Base
    2. Transactions
    3. Bank Processing

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • GDPR Guidance

    1. Knowledge Base
    2. GDPR

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Reproducing your CFR file

    1. Knowledge Base
    2. Reporting
    3. CFR

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Alternative Payees

    1. Knowledge Base
    2. Records
    3. Contacts

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Catalogues

    1. Knowledge Base
    2. Records
    3. 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Income Transactions

    1. Knowledge Base
    2. Transactions
    3. Income

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Budget Expenditure Report

    1. Knowledge Base
    2. Reporting
    3. Reporting on Records

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes