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How to add a location

Locations are a great way for a business to group income and expenditure relating to different physical or virtual areas within the organisation.  These could be differently located offices, buildings or shops that you would like to know the individual finances for.  You can track your figures on the financial summary with the included location filter.

The location facility is deactivated by default.  Click on locations from the menu and click to activate.

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You should now have the option to add a new location.

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Enter a location reference (a numeric reference would be a good option).  Next, enter a description in the location name field.

Once saved, the location will be displayed on any input screen such as bank, bookkeeping or journal as a drop down menu.

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