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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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TUTORIAL - Setup

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 still itching to get on with the main business! There is one thing, though, which is sensible to do now rather than later:

Update the Organisation record. Select Standing Data/Organisation and fill in all relevant details; then press OK. The details are used here:

. Full Name is printed on the top centre of all reports
. Title Name is shown in the top left of all screens
. Address and contact details are used on printed Invoices (if you use them)

Now you can get on with it if:

- you are the only user at present, if not go here
- you are happy to identify the activities of your organisation as you go along. If you have a list already, go here.
 - you only have one bank account and one cash tin (i.e. no deposit account), if not go here
- you are happy to set up your contacts as you go along. If you have a list already, go here.

One more thing - we are not going to deal with putting in opening balances from a previous system yet. Just get started and the initial values can be put in later.

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