Alex
Activity overview
Latest activity by Alex-
Alex created an article, Budget allocations (Dual budgeting)
This help page is for allocating budgets for Analysis and Budget codes. This is only relevant if you have the dual budgeting functionality turned on by Arbor. Here you can post budget allocations a...
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Alex created an article, Importing Budgets - Budget and Analysis codes
This help page is for importing budget allocations for Analysis and Budget codes. This is only relevant if you have the functionality turned on by Arbor. Importing budgets allows you to import budg...
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Alex created an article, Installing your Arbor Finance and Training Academy launchpad tiles
If you have been provided with your RM Unify details the following instructions will allow you to install your Arbor Finance tile. Login to RM Unify as an administrator user Click on Add on a bl...
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Alex created an article, Auto-Reconciliation
Auto-Reconciliation is designed to be simple, efficient and promote quality of results.The system now allows bank statements to be imported into Arbor Finance. From there, transactions can link aut...
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Alex created an article, Import Purchase Order
Importing purchase orders allow you to import purchase orders from an external CSV file into Arbor Finance. This can be useful if you have multiple purchase orders to be recorded at any one time an...
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Alex created an article, End User Terms and Conditions
The use of this software is governed by the following End User Terms and Conditions:
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Alex created an article, Import Internal Charges
Importing internal charges allows you to import internal charge transactions from an external CSV file into Arbor Finance. This can be useful if you have multiple internal charges to process at any...
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Alex created an article, Linked analysis and budget codes 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 shows you which budget accounts are linked with whi...
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Alex created an article, Importing Sales Invoices
Importing sales invoices allow you to import sales invoices from an external CSV file. This can be useful if you have multiple sales invoices to be recorded at any one time and can save re-entering...
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Alex created an article, Write off report
This report is designed to provide a statement of written off debt. When selecting the report it will open a report of any written off debt.