2. How to Operate

• 2.1. Maintaining organisations
  • 2.1.1. Welcome page
  • 2.1.2. Setting up a new organisation
  • 2.1.3. Select existing organisation
• 2.2. Master menu
  • 2.2.1. Guest
  • 2.2.2. Admin
  • 2.2.3. Manager
  • 2.2.4. Operator
• 2.3. Account management
  • 2.3.1. Save account code preference
  • 2.3.2. How to start?
  • 2.3.3. How to create an account?
  • 2.3.4. Example
  • 2.3.5. Search/Edit account
• 2.4. Transaction management
  • 2.4.1. How to pass a transaction
  • 2.4.2. Search/Edit/Clone/Delete Transaction
• 2.5. Reports
  • 2.5.1. Ledger
  • 2.5.2. Trial Balance
  • 2.5.3. Project Statement
  • 2.5.4. Cash Flow
  • 2.5.5. Balance Sheet
  • 2.5.6. Income & Expenditure/Profit & Loss
  • 2.5.7. Cash Book
• 2.6. Setting up preferences
  • 2.6.1. Edit/delete/reset organisation details
  • 2.6.2. Add/edit/delete project
• 2.7. Bank reconciliation
• 2.8. Rollover
• 2.9. Export/Import organisation
  • 2.9.1. Export organisation
  • 2.9.2. Import organisation