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  (incorporating honsecretary.com)

The Integrated Membership & Bookkeeping system for Charities, Clubs & Societies
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TUTORIAL -Activities

Tutorial Index Main Contents:

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

TUTORIAL Contents:

Introduction
Preferences
> Setup
> Roles
> Users
Activity Names
Accounting Categories
Activities
Accounts
Statuses
Members (Contacts)
Posting
> Cheque or Cash Received
>> Against Invoice
> Cheque Written
>> Against Invoice
> Cash Paid
> Cash from Cash Account to Bank
> Cash from Bank to Cash Account
> Cash Banked
> Bank Transfer In
>> Against Invoice
> Bank Transfer Out
>> Against Invoice
> Account Transfer
> Bank Interest Received

> Opening Balances
> Opening Income & Expenditure

> Invoice Sent
> Invoice Received

The Bank Reconciliation

Transaction Enquiry
Balance Enquiry

The Year End

Reporting

Submit a Question ..
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Right. The Activity Names are in and we now want to validate these for the first year. Call up Activities/Show Activities List from the menu and press Add. From the form, choose the Activity Name. If you have set up Accounting Categories, choose the appropriate one from the list. Otherwise choose either Income or Expenditure from the Accounting Category list for the moment. Choose the Financial Year if it is not already correct (which it will be if there is only one year so far) and set the date if appropriate. (Normally only set a date if the activity takes place on a specific date/week). Press OK and then repeat pressing Add until you have created Activities for all the Acitivity Name which you can foresee happening. Don't forget that you can create these Activities when entering transactions - so don't worry if you miss one.

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