Forum Discussion

Lakers2310's avatar
Lakers2310
User
3 years ago

Separate available funds

How do I show separate available funds, grants received, in accounts? Thanks. Darren.
  • SamaraM's avatar
    SamaraM
    3 years ago

    Hi Lakers2310 

     

    Welcome to the Community Forum.

     

    Each organisation is different, so you might want to check with a financial adviser about how to set up the software to separate your funds, but here are the instructions on how to create a new account in Essentials:  Adding, editing and deleting accounts.

     

    if you have any further questions, please let me know.


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

SamaraM's avatar
SamaraM
Former Staff
3 years ago

Hi Lakers2310 

 

Welcome to the Community Forum.

 

Each organisation is different, so you might want to check with a financial adviser about how to set up the software to separate your funds, but here are the instructions on how to create a new account in Essentials:  Adding, editing and deleting accounts.

 

if you have any further questions, please let me know.


If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.