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ACCOUNT MAINTENANCE

Setting up Student based accounts
Amending the amount student pays for a trip
Adding extra students to a trip
Withdrawing students from a trip
Limiting the number on a trip
Entering instalment stages
Using Cost Centres to group accounts
Setting up Gift Aidable accounts
Setting up Attendance Based Contribution accounts

TRANSACTION ENTRY

Transaction Corrections
Printing Receipts - Point of Sale or A4
Printing Paying In Slips after banking
Refunds
Bounced cheques
Transfers
Performing the first bank reconciliation
Processing Gift Aidable receipts
Setting up donors for Gift Aid    
 

REPORTS

Exporting reports to Excel
Merging with a wordprocessor
Reports showing prior year transactions
The Excess of Income over Expenditure figure in the Summary Balance Sheet
Charity Commission Reports

OTHER

Customising Cheque layouts
Dealing with Petty Cash
Dealing with Floats
Dealing with unpresented items
Invoicing