'Users
Guide: Add to Financial Records'
The
'Users Guide' example for 'Add to Financial Records'
:
under 'Financial' in the main menu you click on
'Add/Create New
Records'. You may choose to 'Use Calendar' for entering dates (clicking
on a calendar date) or simply
use the keyboard. All expenses or
payments can be entered in this same place. It is as simple as entering
the
checking
information.
The 'Use/Line' refers to the lines on the form G1
tax return or the expense lines on Schedule-A. Similar
to 'expense categories'.
In the example 'Rent' is line
'G' of
the schedule-A. An expense
can be related to a particular Site as (002) below.
Any entry error is easy to locate and correct later.
All expenses and all 'Lawful Purpose Expenditures' may be entered
here. If you use Quicken or QuickBooks to print
checks, you
may transfer the information to Gleason's and not have to enter it
a second time. You may 'Export' from
Quicken or QuickBooks and 'Import'
into Gleason's. (There is a separate small guide to help you
with step-by-step
instructions.)
The screen lists the most commonly
used 'Use/Lines'. You may use the
'drop down arrow' or enter the 'Use/Line'
directly.
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2000-2011, Gleason's Software & Services, Inc. All Rights Reserved.
