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Setting up your cashbook file - Part 2

 
 

 


Setting up your cashbook file - Part 2
Setting up money, income and expense accounts.

Setting Up Money Accounts
In order to spend money and receive money, you have to tell the program where you keep your money, such as a bank account or petty cash tin. This is done in the Money Accounts window, which you can access by clicking the Accounts navigation button (1), and then the Money Accounts (2) button as shown below.

During the Setup Wizard, you were able to choose a starter set of accounts, in other words a set of Money, Income and Expense accounts. This is meant to give you a jump start on customising the program to your business. From the Money Accounts window, you can change these starter accounts to match where your business stores its money. This could mean changing the names and numbers of the starter money accounts, deleting any which do not apply, or adding any new accounts which you need. For information on how to set up the accounts, click here.

Setting Up Income and Expense Accounts
In order to spend money and receive money, you have to tell the program where the money comes from and goes to. This is done through Income Accounts and Expense Accounts. Both windows are accessed through the Accounts window shown above.  For information on how to set up income accounts, click here and for information on how to set up expense accounts, click here.