
Alex
Articles
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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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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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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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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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What is a Key file?
A key file is one that you would wish to share with an approver. Some examples might be :- Invoice Purchase Order from customer Email explaining a change Evidence of value for money To mark as a ...
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Approvals
Within Arbor Finance you can send documents for approval to users with approval rights. These documents will be watermarked with an approval or rejection stamp with the details of who approved it a...
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Staff Reimbursement
The Reimburse Staff tab is designed to be used when staff present a series of receipts/invoices all from different suppliers in one go. The receipts/invoices can all be processed in one screen and ...
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Importing Alternative Payees
Importing alternative payees allows you to import alternative payees into Arbor Finance from an external CSV file. File format for importing The CSV file should be structured as follows: First ro...
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Importing Contacts
Importing contacts allows you to import contacts into Arbor Finance from an external CSV file. When you import your contacts you will need a short code for the first column. The short code is desi...
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Help, feedback and approvals menu
This menu is available by clicking your name in the top right hand corner of the Arbor Finance screen. There are a number of items on this menu including the log out from Arbor Finance and RM Unif...