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Company Windows


Accounts Windows


Money Windows


Sales & Purchases Windows


Contact Management Windows

 

 
 

Navigate Money

 
 

 


The Navigate Money window gives access to everything necessary for spending, receiving, transferring, and generally tracking how money is used in the program.

Standard Phrases
The Standard Phrases window provides a simple way to set up common phrases that you will often re-use in the cashbook.

Spend Money
This window is used to create and hold entries for money spent. It also provides instant feedback on how a particular purchase would affect the business if it were paid.

Receive Money
The Receive money is used to prepare and manage the flow of money into the business, just as Spend Money is used for money flowing out.

Transfer Money
As well as money coming into and going out of the business, there will be times when you need to transfer money within the business - for example, taking money out of a bank account and putting it into a petty cash tin. These transfers are entered through this window.

Cashbook Journal

The Cashbook Journal is where you can find all of the entries which you have posted to the cashbook.

Reconcile Money
The Reconcile Money window is most commonly used to check your bank statement with entries in the cashbook program.

Reports
This button displays the Report window, from where you can select a report to analyse the cashbook. 

Help
This button displays the Help window. 

In addition to the tasks above, the Navigate Company window gives access to the other navigation windows for the program, through the bar down the left hand side of the screen.