hontreasurer.com
(incorporating honsecretary.com)
© 2006, 2007 hontreasurer.com
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(incorporating honsecretary.com)
The Integrated Membership & Bookkeeping system for Charities, Clubs & Societies
© 2006, 2007 hontreasurer.com
Search this site | Site map
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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
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General Operation of hontreasurer.com
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| Listed
below are some general facilities, and some tricks, which should
operate everywhere in hontreasurer.com. |
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| Order of Lists | All lists have sort
facilities on
every visible column. Click the column heading once for ascending sort,
again for descending sort and a third time for the original order. If
you want to sort by a second column within the first column, hold the
Ctrl key down while clicking the heading.
Amount fields are sorted into large negative to large positive. Name
fields are generally sorted by Surname. Also, the columns can be
re-sized by moving the dividing line between the column headings left
or right. Tip: use the Surname field
for Companies
in Member/Contact Maintenance. |
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| Drop-down Lists | Also sometimes called
ComboBoxes.
These lists with a little arrow at the side operate in rather special
way. If you type the first few letters of the entry you want quite
quickly, they will find the first entry starting with all those
letters. If you type slowly, they will find the first entry which has
the typed letter as the first letter. |
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| Alternative
Displays |
Some lists have a button
labelled
"View +" above the top right of the table. This displays alternative
columns for the same data (e.g. Transaction accounts and years instead
of references). |
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| List
Selection |
A single click will select
an item
for Edit, Add Like, or some other action. Double-click normally invokes
Edit for that line. Where appropriate, such as in Members/Contacts
list, you can hold the Ctrl key down and select multiple items, or hold
the Shift key down to select a block of lines. |
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| Copy
& Paste |
Selected fields and some
lists may
normally be
copied to the clipboard with Ctrl-C, deleted with Ctrl-X and pasted
with Ctrl-V. These functions can also be reached by clicking the right
mouse button. |
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| Dates | Dates may be entered using
dd/mm/yy(yy) or (yy)yy/mm/dd order, but sometimes the system will
prompt with a calendar. |
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| Reports | Reports are initially
displayed on
screen. To
export the report to a file, choose Report/Export from the menu and
choose: .PDF for fixed content to mail or email; usually Tab-separated
for export to a Spreadsheet. If you put extension .csv onto a
Tab-separated export, your spreadsheet software will normally recognise
it. |
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| Look
& Feel |
Users may set their
preferred "Look
& Feel" with the Preferences/Look&Feel menu option. The system
will display L&Fs which are available. |
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| Fonts | Fonts preferences may be
set
independently for Labels, Input/Display fields and Buttons. Lucida Sans
10 is recommended. |
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| Screen
Size |
Most screens are
re-sizeable by the
user if fields are not big enough. Fields should expand with the size
of the screen. |
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Sorting the list of Accounts by Accounting Category by clicking on the column heading (click to enlarge):
A Dropdown list (click to enlarge):
The View+ button (click to enlarge):
The Contacts (Members) list with some contacts selected by holding down the Ctrl key (click to enlarge):
Copy and Paste can be reach by clicking the right mouse button (click to enlarge):
Entering Dates - the Calendar (click to enlarge):
