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Using Income buttons or Miscellaneous Income, at the transaction stage, tick the box to Enable the Payment effective date. Select the required date. Complete the transaction.

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Expenditure tab

When entering Miscellaneous expenditure or Payment to supplier expenditure via the Expenditure tab, at the transaction stage, tick the box to Enable the Effective date. Select the required date. Complete the transaction.

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Trips and events, Dinners or Extended day tab

When entering income via the Trips and Events, Dinners or Extended day tab at the transaction stage, tick the box to Enable the payment Effective date. Select the required date. Complete the transaction.

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Report on transactions with an effective date

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