Bizz Wizz : Setup , Main Menu , Ledger , Phone Book , Invoice Book , Stock Book , Order Book , Creditors , Point of Sale , Business Name , Diary , Document Manager , Unlock , Backup
See Also : Ledger Terms , Ledger Menu , Category List , Add / Change Record , Transaction Lists , End of Year Procedure , Bank Reconciliation
NOTE: By moving the mouse over the buttons, the help box at the bottom of that screen will give you a brief description of the function of that button.
Deposit Slip- Buttons for deposit list.
THE DETAIL'S FOR THE BOTTOM BUTTONS FOR ALL LISTING MODES
IF BUTTON IS NOT SEEN IT MAY BE VISIBLE ONLY IN ANOTHER MODE.
Add New- If you need to enter a New Transaction click on [Add New] which will take you to the Select Category page.
Change- Click here to change a transaction. First highlight the Income Un-reconciled Transaction and then click on this button to make any changes needed to this record. This will allow you to make changes to the original record. The Change Record page will open so you can make the changes required. Make sure you click on the [OK Save] button after making changes to the Transaction record.
Delete- Click here to permanently delete a Transaction off the computer. If the Transaction has not yet been paid, then the Transaction will not be able to be deleted until the transaction is paid through or deleted from within [List Bills].
Undelete- Click here to undelete the last deleted transaction without closing the program. Only the last transaction can be undeleted.
Move- Click here to move a transaction to another month. Please note that this can only be done if the transaction is not reconciled or if the Bank Lock is on. Highlight the transaction, click on move and arrow down, up or sideways to enter the transactions into the correct month. The white highlighted field will let you know which month and year you are in. Click on [Move] to change the transaction or click on exit if you decide not to change the transaction.
Print Reset- A small screen will open asking [Do you need a full office copy of this list]. Click on [Yes or No] as required. A Print Menu pop up box will open. If you already have your printer set up click on [Print] to send the Transaction details straight to the printer. If you need to choose a printer option then click on [Print To] which will bring up your printer options. Choose the printer you would like to send the Transaction details to and click on OK. If you click on [Export] the [Select Format] page will open. You can choose from PDF ADOBE, HTML, WORD, JPEG or EXCEL. Click on your chosen option and follow the prompts. Please note that you can not reset the deposit list within 1 hour of the last reset.
Print- A small screen will open asking [Do you need a full office copy of this list]. Click on [Yes] or [No] as required. Then a Print Menu pop up box will open. If you already have your printer set up click on [Print] to send the Transaction details straight to the printer. [Print Condensed] will condense the Transaction information to be printed. If you need to choose a printer option then click on [Print To] which will bring up your printer options. Choose the printer you would like to send the Transaction details to and click on OK. [Print To Condensed] will condense the Transaction information to be printed as well as choosing the printer you would like to send the Transaction details to and click on OK. If you click on [Export] the [Select Format] page will open. You can choose from PDF ADOBE, HTML, WORD, JPEG or EXCEL. Click on your chosen option and follow the prompts.
Old Lists- A small [Select Deposit List] screen will open that displays old deposit lists. Highlight which list you would like to display. Click on [Print ] to print the highlighted deposit list or click on [OK] to open the highlighted deposit list. If you click on [Print ] the Print Menu will open. See notes above for Print Menu options.
Load Invoice- Highlight the transaction you want to show the Invoice for and then click on [Load Invoice]. This will show the Invoice for that transaction.
Reconcile- How to do a bank Reconciliation.