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How to generate an income statement
Reports > Finances > Transactions > Income Statement Type <Ctrl> <F> to search for words in the article. How to generate an income statement Choose with which structure you would like to report. You can choose between Budget Categories or Incomes & ...
How to manage Other Debtors
Finances > Other Debtors Type <Ctrl> <F> to search for words in the article The Other Debtor function enables Schools to not only bill School Learners but now Other Types of Debtors as well. Invoices, as well as credit notes, can be loaded against ...
Debtor Analysis Report
How to generate a debtor analysis report Choose whether you want a debtor analysis per register class, current learners, registered learners, learners that left or all learners. Choose the year. Choose whether you want transactions for a period, from ...
Trial Balance
Reports > Finances > Transactions > Trial Balance Type <Ctrl> <F> to search for words in the article. A Trial Balance displays a list of ledger accounts with the total amounts of all transactions which are posted on each general ledger account. Each ...
How to approve or reject Creditor Transactions
This function facilitates the approval or rejection of invoices and credit notes that have been captured. Transactions can be approved per invoice or per invoice line (item) allowing for invoices to be partially approved. The current ...