Finance
Take the following steps to reconcile online credit card payments from Social Planet into QuickBooks 1. Go to Main Menu select Payments then click on C...
Thu, 17 Mar, 2022 at 2:29 PM
Take the following steps to reconcile online credit card payments from Social Planet into Xero 1. Go to Main Menu select Payments then click on Charges...
Mon, 21 Mar, 2022 at 12:37 PM
1. Go to Main Menu select Reports then click on Income 2 Then select from the Type Filter the payment types and choose a date range using the Date Fi...
Mon, 21 Mar, 2022 at 1:22 PM
1. Go to Main Menu select Reports then click on Income 2 Then select from the Type Filter the payment types and choose a date range using the Date Fi...
Mon, 21 Mar, 2022 at 1:14 PM
When Local Councils use your venue for meetings they may want a purchase order added to the invoice. 1. Once you've created a venue hire 2. Go ...
Wed, 27 Apr, 2022 at 11:13 AM
As a manager you may want other staff to complete fund transfers. Helpful if your on leave or unavailable 1. Go to Main Menu select Account then Settin...
Fri, 29 Apr, 2022 at 4:31 PM
Set up tracking codes to see how different areas of your Centre's business are performing (such as venue locations, individual classes) These codes can ...
Sun, 1 May, 2022 at 9:24 PM
1. Go to Main Menu select Payment and Ledger 2. Enter the client name in Search then Update 3. Select Edit on the transaction 4. Change...
Thu, 16 Mar, 2023 at 3:18 PM
You've booked a person into a class, raised an invoice and its been marked as paid. The person has now changed their mind and wants to attend a differen...
Wed, 24 Jul, 2024 at 12:39 PM
1. Go to Main Menu select on Clients then Client List, enter the person's name in Search. 2. Select on Actions then select Create Activity Booking ...
Wed, 8 Jan, 2025 at 9:55 AM