hontreasurer.com
(incorporating honsecretary.com)
© 2006, 2007 hontreasurer.com
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(incorporating honsecretary.com)
The Integrated Membership & Bookkeeping system for Charities, Clubs & Societies
© 2006, 2007 hontreasurer.com
Search this site | Site map
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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
Transactions
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| Display |
In
hontreasurer.com, transactions are listed
on a Panel which
has three parts: a transaction display, a comprehensive set of
selection criteria and some action buttons for doing things like
Adding, Editing and Deleting transactions. To display the Transaction
Panel, choose Transactions/Show Transaction List from the main menu. |
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| Entering |
Entering
transactions is called "posting". There
are two ways into every posting screen. Either choose Transactions off
the main menu and then the appropriate subdivision (e.g. Receipts), or
press the Add button from the Transactions List which will cause all
the Transaction Types to be listed. The different types are described
in Transaction Types |
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| Reporting | There
are many different types of reports for transactions: Bank Account
related, Member (Contact) reports, Activity Reports, Management
Accounts
and Cash Book prints. They are described on the Reports menu. |
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The Transaction Panel (click to enlarge):
Posting from the main menu (click to enlarge):
Posting from the Add button (click to enlarge):
