-->

  1. Contents
  2. Introduction
  3. Learning about AccountRight
  4. Where to start
  5. Exploring AccountRight
  6. About AccountRight Live
  7. Creating  a company file
  8. Overview 
  9. Create a company file
  10. Activate the company file
  11. Set up accounts
  12. Enter account opening balances
  13. Set up preferences
  14. Set up user access 
  15. Setting  up
  16. Overview 
  17. Set up sales
  18. Set up electronic payments
  19. Do an initial bank reconciliation
  20. Set up bank feeds
  21. Create item records
  22. Banking
  23. About bank feeds 
  24. Approving a bank feed
  25. Using bank feed rules
  26. Recording money you have spent and received
  27. Preparing a bank deposit
  28. Electronic payments
  29. Transferring money between accounts
  30. Reconciling your bank accounts 
  31. Sales
  32. Creating a customer card
  33. Entering sales
  34. Changing a sale’s type
  35. Reviewing your sales information
  36. Receiving payments
  37. Printing payment receipts
  38. Credit control
  39. Customer credits
  40. Accounting for bad debts
  41. Lists
  42. Adding a record
  43. Setting up tax codes
  44. Finding a record
  45. Changing a record
  46. Inactivating or reactivating a record
  47. Deleting a record
  48. Combining records
  49. Customising item records.
  50. Transactions
  51. Finding a transaction
  52. Changing or deleting a transaction
  53. Reversing a transaction
  54. Recurring transactions
  55. Reports
  56. Producing reports
  57. Customising reports
  58. Forms
  59. Finding forms
  60. Sending forms
  61. Customising forms
  62. Adding and editing form elements
  63. Saving customised forms.
  64. Exporting and importing customised forms.
  65. Contact management
  66. Creating a card
  67. Keeping in touch with your contacts
  68. Grouping your contacts
  69. Synchronising cards with Microsoft Outlook
  70. Customising cards
  71. Reviewing your contact information
  72. Financial control
  73. Tracking financial information
  74. Budgets
  75. Reviewing financial information
  76. Auditing your records
  77. End‐of‐period procedures
  78. Month‐end procedures
  79. Closing a financial year
  80. Managing users and company files
  81. Manage users
  82. Manage bank feeds
  83. Manage libraries
  84. Back up and restore company files
  85. Company file security
  86. Confirm activated company files
  87. Manage software updates
  88. Importing and exporting data
  89. Exporting data
  90. Importing data






0 komentar:

Post a Comment