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Phoenix - User Help

Navigation: Financial

Day to Day Tasks

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Major procedures of Phoenix are Transaction details are entered; accounts are reconciled; information can be checked and edited as needed; and valuable reports generated, with the Day-to-Day Tasks.

These sections of Phoenix have certain characteristics in common.  Once you have found your way around one of the task windows, you’ll be able to use the others more easily and quickly.

To help you understand the functions within each window, we strongly recommend that you use the Assistant (see Getting Started).  Assistant is designed to augment the information given in this Help system, allowing you to build your knowledge of the program as you use it.

For more specific information on each of the Day to Day Tasks, see:

Enter Transactions

EFT Payments
 
Bank Feeds

Reconcile

GST in Phoenix

Reports

Browse

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