1. Click the menu Reports 2. Click the tab Export 3. Select Export finances The file will be created in .csv format and will be placed in the Downloads folder. Warning: whenever you open the csv file directly in Excel, don’t ever save it because that makes the file unusable! We have a work around […]
1. Click the menu Management 2. Click the tab Base tables 3. Click the drop down box showing Contact categories and select Budget categories 4. Click Add 5. Fill in the following information: Description: = Animals sold 6. Click the drop down box Type: and select Income 7. Click Save
1. Click the menu Management 2. Click the tab Base tables 3. Click the drop down box showing Contact categories and select Roles 4. Select your role 5. Click the tab Finance 6. Select the check mark for all options 7. Click the sub-tab General 8. Select the check mark for all options 9. Repeat […]
1. Click the menu Finance 2. Click on the drop down box containing <Reports> A list with various graphical overviews appears. 3. Select the desired report
1. Click the menu Management 2. Click the tab Base tables 3. Click the drop down box showing Contact categories and select Budget categories 4. Click Add 5. Fill in the following information: Description: = Animals sold 6. Click the drop down box Type: and select Income 7. Click Save
1. Click the menu Management 2. Click the tab Settings 3. Click the sub tab General 4. Click the drop down box Currency and select the desired currency 5. Click Save