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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... 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... Print Cheques - Opens the Print Cheques 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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