'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. Similar to 'expense categories'.
In the example 'Rent' is on line 29 of
the G1 or schedule-A. An expense
can be related to a particular Site as (002)
below. Any entry error
discovered later is easy to correct.
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'. Others not listed
(to save space) may be used, for example line 25
for 'Advertising' is not frequently used
nor is line 24 for 'Penalty or Interest on Taxes'. You may use the
'drop down arrow'
or enter the 'Use/Line'
directly.
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