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hontreasurer.com
  (incorporating honsecretary.com)

The Integrated Membership & Bookkeeping system for Charities, Clubs & Societies
  © 2006, 2007 hontreasurer.com
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Index Main Contents:

Welcome
Introducing hontreasurer.com
Online Manual
How Do I?
HELP! I'm Stuck!
TUTORIAL
The Forum

Manual Contents:

Login
Usage of hontreasurer.com
General Operation
Transactions
Panel Selection
> Panel List
> Transaction Entry
> Postings
> Receipts
> Payments
> Checks
> Finishing
> Reconciliation to Bank
Balances
Movements
Activities
> Managing Activities
> Activity Panel
> Activity Maintenance
> Activity Groups
Members/Contacts
> Members Selection
> Members Actions
> Members Maintenance
> email Member(s)
Standing Data
Preferences
Reporting

Submit Your Comments/Ideas
Activity Panel - List and Actions
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Activity Panel
 The Activity Panel is opened by choosing Activitys/Open Activity List from the main menu. Actions which may be performed are dependent on the Role of the user logged on.
Activity List
 The Activity List is displayed by default in Activity Date order (not necessarily the date you entered the Activities). It may be sorted by any column by clicking on the column heading. .
Add Activity
 An Activity may be added by pressing the Add button
Edit Activity
 To Edit a Activity, select it and press Edit - or double click it.
Delete Activity
 To Delete a Activity, select it and press Delete. Only unused Activities may be deleted. If it is used, Edit it and select "Closed" - then it will not appear in lists of Actvities to post to.
Add Similar Activity
 To add a Activity which is similar to one shown, select it and press Add Like. Be sure to change some information or two identical Activities may be stored.
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