Review all your transactions in one downloadable spreadsheet-compatible file. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, click on the “Transaction Actions” button at the top right and choose “Download Transaction Data.” Choose where to … Read more
Download a spreadsheet-compatible CSV file and view all your vendor data in one document. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, click on the “Download Vendor Data” button at the top right. Choose where … Read more
Create a copy of a budget as the basis for a new budget. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the Actions column, open the three-dots … Read more
Create a copy of a vendor record as the basis for a new record. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, locate the vendor name in the list. In the “Actions” column, open the … Read more
Note that to edit a reconciliation, it must cover the most-recent month of an account’s transactions that you have reconciled. For example, to edit the reconciliation for April, you must delete the reconciliation for May, and to edit the reconciliation for March, you must delete the reconciliation for April, etc. After you delete a reconciliation, … Read more
Edit the information you have entered for a transaction. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, locate the transaction in the list. If you need to narrow down the items displayed in the list, … Read more
Edit the information you have entered for an account. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, locate the account name in the list. In the “Actions” column, open the three-dots … Read more
Add details to a budget or edit the information you have entered. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the “Actions” column, open the three-dots menu … Read more
Edit the information you have entered for a vendor. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, locate the vendor name in the list. In the “Actions” column, open the three-dots menu and choose “Edit … Read more
The Financials feature relies on two sets of settings that you apply in the Account section of your Admin Dashboard on the overall Settings page. Effective Starting Date for Financial Transactions Set the Effective Starting Date to establish the beginning date for the values of your accounts. Auto-Create System Transactions in Financials The Financials feature … Read more
If you deactivated a budget but now find that you need, reopen it so you can use it again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more
The “Search Budgets” box below the title of the “BUDGETS” window enables you to search among your budgets to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “BUDGETS” tab. To search for part of a budget name, … Read more
The “Search Reconciliations” box below the title of the “RECONCILIATIONS” window enables you to search among your reconciliations to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reconciliations” tab. To search for a reconciliation of a specific … Read more
The “Search Transactions” box below the title of the “TRANSACTIONS” window enables you to search among your transactions to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. To search all transaction criteria at the same … Read more
The “Search Vendors” box below the title of the “VENDORS” window enables you to search among your vendors to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. To search all vendor criteria at the same … Read more
The “Search Accounts” box below the title of the “CHART OF ACCOUNTS” window enables you to search among your accounts to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. To search all account … Read more
Once you deactivate an account, it no longer appears in the list of accounts—but you can reactivate it and make it visible again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, … Read more
Once you deactivate a budget, it no longer appears in the list of budgets—but you can make it visible. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more
Once you deactivate a vendor, it no longer appears in the list of vendors—but you can reactivate it and make it visible again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, activate the “Show Inactive” … Read more
View the details of a completed reconciliation. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reconciliations” tab. In the “RECONCILIATIONS” window that opens, locate the completed reconciliation in the list. In the “Actions” column, open the three-dots menu and choose “View Reconciliation.” To … Read more
