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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 ..
we'll do our best to answer it!
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You
are probably itching to get on with the main business, but first there
are a couple of things which affect the general appearance of hontreasurer.com
which you may like to know. You can skip this if you want (press Next) - just remember that there are
facilities to change the look and feel of hontreasurer.com and come back here
if you feel the need to change.
Click on the Preferences menu and select Change Fonts .... You can
select different fonts for Labels, Input and Buttons. Experiment with
what looks best and gives a good screen size - Lucida Sans 10 is a good
choice on systems where it is available. Select the font, style and
size and press Set. Repeat for the Labels and Buttons tabs. Then press
Exit and the main screen will be redrawn with the chosen Font. Repeat
this exercise until you have a choice you like. hontreasurer.com will remember
that this is your choice so there is no need to reset the fonts each
time to enter the system.
Also on the Preferences menu is the Set Look and Feel item. This will
display the Look and Feels which are available on your system. Look and
Feels affect the way the system displays all screens. Choose one and
the whole appearance of the system will change - not always for the
better!! But the system will remember your choice.
While you are here, you might as well set your email Preferences (Set
email Preferences). WARNING: emailing is restricted in some versions.
Take advice from your supervisor about the settings
but they will normally be Protocol: SMTP; Server: as per your email
client settings; Server Port Number: normally 25; From email Address:
your own email address. Hint: put your email address in like this: Your
Firstname Your Surname <your email address>. For example:
Fred Bloggs <fred@bloggs.com>. This will then display your name
nicely on emails you send.
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