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Navigation: Financial > The Phoenix Financials Screen The Phoenix Menu Bar Options |
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The Menu Bar options available in Financials include:
New/Open - Opens the select Set of Books window. more... Load Accountants Codes - Imports accountants codes created from Phoenix Exporter by your accountant. more... Backup... - Launches the Backup window. more... Restore... - Launches the Restore window. more... Phoenix Warehouse: Subscribe to Phoenix Warehouse - Launches the Subscribe screen to apply for a Phoenix Warehouse account. more... Import Permissions/Requests - Launches the import wizard used for importing Access Keys. Grant Permissions - Launches the Grant Permissions Window so that you can provide access to your Phoenix Warehouse account to a third party. more... Request Permissions - Use this option if you wish to access another persons Phoenix Warehouse account. Revoke Permissions - Launches the Window used for Revoking Permission previously granted. more... Advanced Configuration - Takes you to the Setup Options for Phoenix Warehouse. Do not changes settings in here unless instructed to do so by an AGDATA Support Technician. Archive - Launches the Archive window. more... View Archive History - Launches a window showing the archive history for this Set of Books, including failed archives. Data Activity Log - Launches the Data Activity Log Exit - Exits the Phoenix Financial screen. |
Enter Transactions - Takes you into the Enter screen. more... Bank Transactions - Takes you to the Bank Feeds screen. more... File Library - Opens the File Library screen. more... Scheduled Transactions - Launches the Scheduled Transaction Due Window. more... Manage Comment History - Launches the Manage Comment History window. more... EFT Payments - Opens the EFT Payments screen. more... EFT Notification - Launches the EFT Notification window. more... Reconcile - Opens the Reconcile screen GST Return - Opens the GST Return screen. more... Browse - Opens the Browse screen. more... Reports - Opens the Reports screen. more... Budget - Opens the default Budget program - either Budget Planner or Power Budgets. more... Quick Account History - Opens the Quick Account History Graph on the opening screen of Phoenix Financials. more... |
Customers - Opens the Activity View for Customers. more... Generate Statements - Provides the ability to Generate Customer Statements Open New Month - Open a New Month for the Customer account/s. Configure: Invoices - Launches the Invoice Setup window. more... Statements - Launches the Statements Setup window. more... Statement Comments for Invoices - Launches the Setup Window for Statement Comments. more... Messages for Statements and Invoices - Launches the Setup Windows for management Statement and Invoice messages. more... Aged Customers - Opens the Statement View for Aged Trading Customer account/s. This is only visible if you have migrated data from Phoenix Version 5 or earlier. more... Aged Customer Tasks - Provides the ability to Print Customer Statements or to Age the Customer account/s. This is only visible if you have migrated data from Phoenix Version 5 or earlier. more... Hide Aged Trading Menus - Enables you to Hide the Aged Trading menu options (Aged Customers, Aged Customer Tasks, Aged Suppliers, Aged Supplier Tasks) from the Tasks menu drop-down list as well as from the Customer &/or Supplier Toolbar button. |
Suppliers - Opens the Activity View for Suppliers. more... Pay Suppliers - Opens the Pay Supplier Window Open New Month - Open a New Month for the Supplier account/s. Aged Suppliers - Opens the Statement View for Aged Trading Supplier account/s. This is only visible if you have migrated data from Phoenix Version 5 or earlier. more... Aged Supplier Tasks - Enables you to open the Pay Suppliers screen for Aged Trading Supplier account/s or to Age the Supplier account/s. This is only visible if you have migrated data from Phoenix Version 5 or earlier. more... Hide Aged Trading Menus - Enables you to Hide the Aged Trading menu options (Aged Customers, Aged Customer Tasks, Aged Suppliers, Aged Supplier Tasks) from the Tasks menu drop-down list as well as from the Customer &/or Supplier Toolbar button. |
Payroll Dashboard - Launches the Phoenix Payroll Dashboard. Import Pay Run - Launches the Payroll Import screen for you to import pay runs processed using Phoenix Payroll. Configure for Import - Opens the Configure for Import window where you can map your financial Categories to the Payroll Journal accounts Manage - Opens the window where you can detach or assign a Payroll business to your current Set of Books. Third Party Payroll: Run e-PayDay - Launches e-PayDay if it is installed on your computer Import e-PayDay Payroll - Launches the wizard to import a pay run created in e-PayDay in to your Financials Setup for e-PayDay - Opens the window for you to configure the integration with e-PayDay.
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Wizard - Launches the Phoenix Financials Setup Wizard. more... Company Information - Launches the Company Information window. more... First Period - Launches the First Month on Record window. more... Accounts - Launches the Account Setup window. more... Bank Feeds - Launches the Bank Feed Setup & Management window. more... Categories -Launches the Category Setup window. more... Enterprises - Launches the Enterprise Setup window. more... Card File - Launches the Card File Setup window. more... GST Tracking - Launches the GST Tracking Setup window. more... Invoices and Statements: Invoices - Launches the Invoice Setup window. more... Statements - Launches the Statements Setup window. more... Statement Comments for Invoices - Launches the Setup Window for Statement Comments. more... Messages for Statements and Invoices - Launches the Setup Windows for management Statement and Invoice messages. more... Units - Launches the Measurement Unit Setup window. more... |
Calculator - Launches the Calculator. Toolbox - Launches the Phoenix Toolbox used for Interest Calculations. more... Maintenance - Enables you to launch the Integrity Check tool or the Repair Table Indexes tool. Options - Launches the Phoenix Financials Options window. more... |
Phoenix Help - Opens the Phoenix help system. Video Tutorials - Launches the Video Tutorials in a new browser window. Getting Started - Opens the Getting Started with Financials section of the Phoenix help system. Quick Help - Opens the Keyboard Shortcuts, Useful Tips, How To or GST section of the Phoenix help system depending on the option selected. What's New - Opens the What's New In Phoenix in a new browser window. Activate - Launches the Phoenix Subscription window to enable you to activate the modules you have subscribed to. More... Check for Updates - A manual method for forcing Phoenix to check to see if there is a newer version available. Requires an active Internet connection. More... Support - How to contact AGDATA when you require technical support. AGDATA Home Page - Displays the AGDATA Australia website in your computers default Internet browser. Requires an active Internet connection. About Phoenix - Summary information about your Phoenix program including version and License Name. |
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