1. Transaction Entry
This is where every financial transaction will be posted. Transactions can be tracked by date, category, payee, and of course, amount.
2. Budget Designer
This is where you will create the Budget. After editing and approval, the Budget data is copied to the Transaction Entry Form for beginning the posting process.
3. Budget Reports
Multiple reports are available. The Budget Detailed and Summary reports are generated with the Budget Designer, and the rest are from the Transaction Entry Form.
4. Categories-Line Items
It is imperative that you edit the Categories and Line Items to match your bookkeeping system. It will require that the Account # be entered on both the Account # and Line-Item fields.
5. Settings
Click Create New User to add you login information. The Info button give access to the Check Request editable details.