Financial

If you don't see the task that you want to do in the list of links below, try using the table of contents on the left to browse to it. You can also click Search to do a text search of all Help topics.

 

Entering cash drawer totals into a cash summary sheet

Viewing the credit card log

Adding or modifying an expense

Posting a pending expense to sub-ledger

Searching for a gift card

Adjusting income for an activity

Recording a journal entry

Recording a journal transfer

Managing failed scheduled customer payments

Approving or deleting a payroll expense

Running the cash out process (for organizations that do not use cash summary sheets)

Running the cash out process (for organizations that use cash summary sheets)

 

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