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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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Index Main Contents:

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
Transaction Panel - List and Actions
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Transaction Panel
 The Transaction Panel is opened by choosing Transactions/Open Transaction List from the main menu. Actions which may be performed are dependent on the Role of the user logged on.
Transaction List
 The Transaction List is displayed by default in Transaction Date order (not necessarily the date you entered the transactions). It may be sorted by any column by clicking on the column heading. The Notes field may be displayed by clicking on the Transaction and moving the mouse slightly.
Add Transaction
 A Transaction may be added by pressing the Add button
Edit Transaction
 To Edit a Transaction, select it and press Edit - or double click it.
Delete Transaction
 To Delete a Transaction, select it and press Delete.
Add Similar Transaction
 To add a Transaction which is similar to one shown, select it and press Add Like. Be sure to change some information or two identical Transactions may be stored.
Total Number of Items
 The total number of Transactions in the List is displayed below the list.
Total Amount:
 The Total amount of the Transactions displayed is given below the list. Depending on the selection, this total may not be what it appears to be.
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Examples (click to enlarge):

The action buttons and totals on the Transactions Panel:Transaction Panel Actions