Saving Records

Use Save Expense for reimbursement requests and Add Bank Entry for deposits, cheques, credits, debits, and balances.

Files & Receipts

You can attach multiple receipt files to an expense. Saved files appear as links in the Expense Summary under the reason for expense.

Editing

Use Edit beside a row to load it back into the form. Use Cancel Edit if you do not want to change that record.

Sorting

Click table headings like Date, Category, Amount, Debit, or Credit to sort. Click the same heading again to reverse the order.

Reports

Use Create Report to open a clean meeting report. From there, use Print / Save PDF for paper copies or a digital file.

Publishing

After making changes, click Publish Live so the Treasurer records are available from another computer.