HandiSoft HandiBiz 2015
Manuales y guías de usuario para HandiSoft HandiBiz 2015. Encontramos 1 manuales para descargas gratuitas User manual
HandiBiz 2015 is a comprehensive accounting software designed for small businesses. It provides a range of features to help you manage your finances, including debtors, creditors, GST, and bank reconciliation. HandiBiz 2015 is easy to use and allows you to customize your settings to meet your specific needs.
Características clave
Debtors management
Creditors management
GST compliance
Bank reconciliation
Chart of accounts
Reporting and analysis
Customizable settings
Easy to use
páginas: 152 HandiSoft HandiBiz 2015 User manual
Marca: HandiSoft Categoría: Software Tamaño: 5 MB
Idiomas: English
Tabla de contenidos
- 13 Changes made
- 13 Changes included in version: 13/06/2015
- 13 Changes included in version: 23/03/2015
- 13 Changes included in version: 24/09/2014
- 15 About this User Manual
- 15 Conventions used
- 15 Tip
- 15 Caution
- 16 Note
- 16 Printable version
- 16 Obtaining upgrades
- 16 Downloading software upgrades
- 16 To download an upgrade
- 17 To install the upgrade:
- 17 Obtaining assistance
- 17 Telephone support
- 17 On-screen help
- 17 User Manual
- 17 The Sage HandiSoft Internet site
- 17 HandiHints
- 17 Knowledge Base
- 18 User manuals
- 18 News and events
- 18 Software upgrades
- 18 Training
- 18 Consulting
- 19 Step one – Check HandiSoft’s system requirements
- 20 Step two – Installing HandiBiz 2015
- 20 To install from the CD
- 20 To manually run the Autorun.exe file
- 20 Installing two copies of HandiBiz 2015 on one computer
- 21 Create sub-directories
- 21 Installing HandiBiz
- 22 Step three – Configuring HandiBiz 2015
- 23 Loading the data disk
- 23 Establishing passwords
- 23 Supervisor password
- 23 Operator password
- 23 To establish operator and supervisor passwords
- 24 Debtor creditor ledger configuration
- 24 Entering your organisation’s details
- 25 Completing the “Debtors/Creditors Options” window
- 25 Configuring the notice layouts
- 25 To select default notice layouts
- 27 Possible causes of data corruption
- 27 Suggested ways of minimising data corruption
- 27 Power failure
- 27 Hard disk drive failure
- 28 Computer viruses
- 28 Unauthorised access (“hacking”)
- 28 Suggested hardware
- 28 Suggested backup regime
- 29 Data to be backed up
- 29 Backing up manually
- 29 Restoring the data
- 30 Online backups
- 31 Viewing the chart
- 31 Printing the chart
- 32 Altering the chart
- 32 Logging in as 'the accountant'
- 32 Altering the Chart of Accounts
- 33 Logging out as accountant
- 35 Understanding tax codes
- 35 How tax codes work
- 36 Adding a new Tax Code
- 37 Entering transactions with GST
- 37 Example one
- 37 Example two
- 38 Business Activity Statement
- 38 To create a new BAS report
- 40 To reproduce a previous BAS report
- 41 Setting the data entry year
- 41 Some terminology
- 41 What is a transaction?
- 42 Open the "Transactions" window
- 42 What is a ledger entry?
- 42 Example:
- 43 What is a batch?
- 43 Increasing your data entry speed
- 44 Use of the Enter key
- 44 Copying, cutting and pasting
- 44 Keyboard shortcuts
- 44 Hot keys
- 44 Function keys
- 45 Reducing the keystrokes required
- 45 Using the "Skip Fields" window
- 45 Configure your data entry options
- 45 Changing how the Enter key behaves
- 46 Changing the automatic capitalisation of text
- 46 Entering transactions
- 46 Entering cash sales and payments
- 47 Entering cash receipts
- 48 Entering cash payments
- 49 Journal entries
- 49 Making a journal entry
- 49 Adding a journal narration
- 50 Automatic text fill descriptions
- 50 To view and delete automatic text fills
- 51 Using the Suspense account
- 51 Entering transactions to the Suspense account
- 51 Clearing the Suspense account
- 51 Using the "Clear suspense account" window
- 53 Completing the "Split Suspense Entry" window
- 53 Audit trails
- 54 Recurring entries
- 54 Step-by-step recurring entries
- 55 Weekly recurring entries
- 57 Creating debtors
- 57 Creating a new debtor
- 58 Entering and amending opening balances
- 58 Enter opening balances
- 59 Amending and deleting an opening balance
- 59 Deleting the opening balance
- 60 Deleting when the status column is not blank
- 60 Deleting receipts
- 61 Entering invoices
- 61 Entering a service or inventory style invoice
- 62 Receipting Customer Payments
- 62 Entering receipts through the “Receipt” window
- 62 Amending and deleting receipts
- 62 To delete a receipt
- 63 To print a receipt
- 63 To view details of a receipt
- 63 Adjusting invoices
- 63 Recording an invoice adjustment
- 65 Viewing invoice adjustments
- 65 Printing statements
- 65 To print a debtors statement
- 66 Printing invoices
- 66 Printing at invoice entry time
- 66 Batch printing invoices
- 66 Sales staff
- 66 Adding and editing sales staff
- 67 Generating staff sales reports
- 68 Printing debtors reports
- 68 Debtors listing report
- 68 Aged debtors report
- 69 All debtors details report
- 69 Debtors history report
- 70 Debtors accrual reports
- 70 The Reports menu
- 71 Adding a Creditor
- 71 Creating a Creditor
- 72 Entering and amending opening balances
- 72 To enter opening balances
- 73 Amending and deleting an opening balance
- 73 Deleting the opening balance
- 73 Deleting when the status column is not blank
- 74 Deleting payments
- 74 Entering bills
- 74 Entering a Service Style bill
- 75 Entering an Inventory Style bill
- 76 Adjusting Bills
- 76 Bill maintenance facilities
- 76 Recording a bill adjustment
- 77 Viewing bill adjustments
- 78 Paying Bills
- 78 Adjusting Payments
- 78 Writing Cheques
- 79 Customising the Cheque Layout
- 80 Printing creditor reports
- 80 Creditors listing report
- 80 Aged creditors report
- 81 All creditors details report
- 81 Creditors history report
- 82 Creditors accrual reports
- 82 The Reports menu
- 83 Setting up the journal entries
- 83 Choosing control accounts
- 83 How accounting transactions are generated
- 84 Creation of sales transaction journals
- 84 Creation of customer payments (receipts) transaction journals
- 84 Creation of bill transaction journals
- 85 Creation of bill payment transaction journals
- 86 Viewing and editing automatic journals
- 87 Creating inventory items
- 87 Adding Inventory items
- 88 Recording the purchase price
- 89 Recording the selling price
- 89 Maintaining inventory items
- 90 Deleting inventory
- 90 Viewing inventory
- 90 Creating parts
- 90 Assembling inventory items
- 91 Adjusting inventory numbers
- 92 Adjusting selling prices
- 92 Setting selling prices
- 92 Adjusting buying prices
- 92 Setting buying prices
- 93 Creating purchase orders
- 93 Creating a service or inventory style purchase order
- 94 Maintaining purchase orders
- 95 Receiving inventory items
- 95 Receiving inventory without a purchase order
- 95 Receiving inventory with a purchase order
- 96 Printing the “Inventory Listing” report
- 97 Viewing transactions
- 97 Opening the "Transactions" window
- 98 Viewing ledger entries
- 99 Fix incorrectly keyed account codes
- 99 Fixing a transaction
- 100 Editing transactions and ledger entries
- 100 Editing transactions
- 100 Editing ledger entries
- 101 Viewing period balances
- 103 Performing a bank reconciliation
- 105 Editing transactions during reconciliation
- 105 Sorting bank reconciliations by debit and credit
- 105 Sorting bank reconciliations by cheque number
- 106 How to unpresent a transaction
- 106 Unpresenting from the "Reconcile Accounts" window
- 106 Unpresenting from the "Ledger entries" window
- 107 Printing the bank reconciliation report
- 107 Fixing an out of balance reconciliation
- 107 Fixing transactions missing from the reconciliation
- 109 Configuring your report options
- 110 Set report options
- 110 Configuring font styles
- 110 Style names
- 111 Adding a new font style
- 111 Editing a font style
- 111 Deleting a font style
- 112 Page setup
- 112 Setup name
- 113 Paper size
- 113 Page margins
- 113 Printing a trial balance
- 114 Printing a comparative trial balance
- 114 Printing a transaction report
- 115 Account Order page
- 116 Transaction Order page
- 116 Date Order page
- 116 Reference Order page
- 116 Screen Order page
- 116 Printing multiple ranges of accounts
- 116 Printing a Chart of Accounts
- 117 Printing bank reconciliations
- 117 Printing the missing cheques report
- 118 Locating errors
- 119 Operating the “Report Preview” window
- 119 Editing reports
- 119 Saving a report and its data
- 120 Save a report
- 120 Retrieve a report
- 120 Exporting reports to Word and Excel
- 120 To export a report to Word or Excel
- 121 Saving reports as PDF files
- 122 To save a report as PDF
- 123 Emailing reports
- 123 Emailing reports as HTML
- 123 Emailing reports as a PDF attachment
- 124 Trial Balance drill-down
- 124 Running a Trial Balance report
- 127 Receiving data from your accountant
- 127 Merging data received from your accountant
- 128 Sending data to your accountant
- 129 Re-transferring data
- 130 Transferring data via an ASCII file
- 130 Exporting transaction details
- 130 To export transaction details
- 131 Importing transaction data
- 131 To import data from an ASCII file
- 132 To run the import
- 132 Saving and loading mapping schemes
- 133 To save a mapping scheme:
- 133 To load an existing mapping scheme:
- 134 Importing data from Wage Easy
- 134 To import Wage Easy data
- 134 Exporting HandiBiz data to Sage One
- 137 Verifying your transactions
- 137 Verify transactions
- 138 Fixing corrupted transactions
- 138 Fix transactions
- 139 Rebuilding the databases
- 139 Rebuild database files
- 141 The Document Editor
- 141 Opening the Document Editor
- 141 Creating a new document
- 141 Editing an existing document
- 141 Printing a document
- 142 Using Microsoft Word™
- 142 Creating a Word document
- 143 Editing a Word document
- 143 Debtors and creditors mailing labels
- 145 Keyboard macros
- 145 Creating a macro
- 145 To record a macro
- 146 To create a macro directly
- 146 Run a macro
- 146 To run an existing macro
- 146 Edit a macro
- 146 To edit an existing macro
- 147 To delete an existing macro
- 147 Sending an email message
- 147 Using the calculator
- 147 To access the calculator via the Tools menu
- 148 Viewing all cards
- 148 Opening the "All Cards" window
Frequently Answers and Questions
How do I install HandiBiz 2015?
The manual describes the process of installing HandiBiz 2015. It includes checking system requirements, installing the software, and configuring it.
How do I back up my HandiBiz data?
The manual provides guidance on backing up your data, including suggested backup regimes, manual backup procedures, and online backup options.
How do I use the Chart of Accounts in HandiBiz 2015?
The manual explains how to view, print, and alter the Chart of Accounts.
How do I manage my debtors in HandiBiz 2015?
The manual covers creating debtors, entering opening balances, entering invoices, receipting payments, adjusting invoices, and printing statements and reports.
How do I manage my creditors in HandiBiz 2015?
The manual explains how to add creditors, enter opening balances, enter bills, adjust bills, pay bills, and print reports.
What are the system requirements for HandiBiz 2015?
You can find the system requirements for HandiBiz 2015 in the manual.
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