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  (incorporating honsecretary.com)

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


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

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OK. You have been organised and made a list of Activities (or Income and Expense headings) which you know will be happening. hontreasurer.com allows you to set up the names and then decide whether each Activity is happening in each year of operation, so the first thing to do is input the names. Use Standing Data/Activity Names/Add to do this. Put the description the same as the name for the time being.

We will validate these for the first year in a moment, but next a word about Accounting Categories.....

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