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Download User Guide - EZPZ Software
Transcript
Entering asset and liability account transactions ...................................................................................41 Asset account transactions ................................................................................................................................ 41 Liability account transactions ............................................................................................................................ 41 Entering investment account transactions ............................................................................................43 Entering an opening balance ..................................................................................................................46 Entering journals ....................................................................................................................................47 Importing transactions from a file..........................................................................................................49 Automated entries .................................................................................................................................54 Adding an automated entry............................................................................................................................... 54 Editing an automated entry ............................................................................................................................... 56 Adding a split to an automated entry ................................................................................................................ 56 Stopping an automated entry ............................................................................................................................ 57 Deleting an automated entry ............................................................................................................................ 57 Duplicating an automated entry ........................................................................................................................ 58 Processing automated entries ........................................................................................................................... 58 Creating an automated entry from an existing transaction .............................................................................. 59 Pending Bills ...........................................................................................................................................60 Adding a new pending bill ................................................................................................................................. 60 Editing a pending bill ......................................................................................................................................... 60 Processing a pending bill ................................................................................................................................... 60 Credit card payments .............................................................................................................................62 Creating a credit card payment record .............................................................................................................. 62 Processing a credit card payment ...................................................................................................................... 63 Predictive Text ........................................................................................................................................64 Payees ................................................................................................................................................................ 64 Transaction details............................................................................................................................................. 64 Transaction reference ........................................................................................................................................ 64 Reconciling an account ...........................................................................................................................66 Projects ...................................................................................................................................................69 Project types ...................................................................................................................................................... 71 Contacts ..................................................................................................................................................72 Contact types ..................................................................................................................................................... 72 Reminders ..............................................................................................................................................74 Reminder types .................................................................................................................................................. 75 Graphs and Charts ..................................................................................................................................77 Utilities ...................................................................................................................................................79 Rebuild Data ...................................................................................................................................................... 79 Clear old transactions ........................................................................................................................................ 79 Delete all transactions ....................................................................................................................................... 79 View error log .................................................................................................................................................... 80 Maintaining your data ............................................................................................................................81 Home Accounts 4 User Guide 4 © EZPZ Software Limited 2014
