About this course
- What are Franchise Categories?
- Fields on the Add Franchise Category Page
- Creating Franchise Categories
- Editing Franchise Categories
- Archiving Franchise Categories
- What are Branches?
- Fields on the Add Branch Page
- Creating Branches
- Editing Branches
- Printing a List of Branches
- Archiving Branches
- What are Departments?
- Fields on the Add Department Page
- Creating Departments
- Editing Departments
- Printing a List of Departments
- Archiving Departments
- What are Banks?
- Fields on the Add Bank Page
- Setting Up Banks
- Bank Code Structures
- Creating a New Bank
- Editing a Bank
- Archiving a Bank
- What are Interest Rates?
- Fields on the Add Interest Band Page
- Fields on the Add Interest Rate Page
- Adding an Interest Band
- Editing an Interest Band
- Adding an Interest Rate
- Applying Rates to Interest Bands
- What are Deposit Accounts?
- Fields on the Add Deposit Account Page
- A Note on Deposit Account Setup
- Adding a New Deposit Account
- Editing your Deposit Accounts
- Archiving your Deposit Accounts
- What are Periods?
- Fields on the Add Period Screen
- Adding a New Period Set
- Initialise the Standard Period Set
- Editing your Period Sets
- Archiving Period Sets
- Changing the Current Period
- What are Currencies?
- Accessing Currencies through Osprey
- Editing your Currencies
- Activating & Deactivating Currencies
- Major & Minor Units
- What are Countries?
- Accessing Countries through Osprey
- Editing your Countries
- Activating & Deactivating Countries
Financial Security Setup
- The Financial Security Area
- Adding a Financial Security Template
- Linking your Template to a Financial Area
- Editing a Financial Security Template
- Template Details & Linking Actions
- Deleting a Financial Security Template
- What are Ledger Views?
- Fields on the Add Ledger View Page
- Adding a Ledger View
- Client Ledger Column
- Re-ordering the Ledger Columns
- Editing a Ledger View
- Deleting a Ledger View
Posting Type Views
- What are Posting Type Views?
- Fields on the Add Posting Type View Page
- Adding a Posting Type View
- Editing a Posting Type View
- Deleting a Posting Type View