Welcome to the FinancialsLIVE Help facility.
This facility will guide you through the various processes within each module of the Education FinancialsLIVE product.
The guides currently available are:
- Purchasing How to Guide: This guide proves details on how to create Requisitions, create and amend Purchase Orders, add Good Receipts, import Catalogue products and how to use the Purchasing enquiry facility.
- Creditors How to Guide: This guide provides details on how to create and amend Creditor records, Credit Notes (including matching to Invoices), PO Invoices (including matching to Purchase Orders), Sundry Invoices, as well as how to process Creditor payments using the Creditors enquiry facility.
- Debtors How to Guide: This guide provides details on how to create and amend Debtor records, products, Credit Notes (including matching to Sales Invoices), as well as how to process Debtor payments, make adjustments and use the Debtors enquiry facility.
- General Ledger How to Guide: This guide provides details on how to create and maintain Budgets and Journals, run General Ledger Enquiries as well as use the General Ledger Find facility.
This Guide also includes details on the following functionality:
- Publisher: This functionality allows Bundles of Reports to be created and maintained, e,g, Monthly and Year-End Reports, and kept in a local or network location.
- Making Tax Digital (MTD): This functionality allows for customers that submit the VAT100 Return to do so using automated internet submissions directly to Her Majesty's Revenues and Customs (HMRC), i.e. Making Tax Digital (MTD).
- Cashbook How to Guide: This guide provides details on creating and maintaining Banks and Bank Accounts, manual system transactions, Reconciliation, uploading Bank Statements and transaction enquiries.
- Asset Management How to Guide: This guide provides details on how to create and manage Assets, including depreciation, disposal and revaluation.
- Financials Web How to Guide: This guide provides details on the following functionality:
- Business Intelligence How to Guide: This guide provides details on the Business Intelligence module that provides key business information, in the form of Charts, which is displayed in such a way that the information is immediately understood, delivering real business value by identifying areas that require immediate attention.
The majority of Charts provided with the module include options to drill-down into the relevant FinancialsLIVE enquiry facility, enabling any issues to be rectified immediately. Also included is a Dashboard facility that can include a range of Charts.
In addition the following items are also included:
- Reporting How to Guide: This guide provides general details on how to run the Reports that are available in each of the FinancialsLIVE modules. It also provides details of some key Reports as well as controlling access to Reports.
- User Maintenance How to Guide: This guide provides details on how to create Users within FinancialsLIVE.
- Troubleshooting: This section provides some short guidance on the most used area of the Education FinancialsLIVE product.
Further information will be added to the Help facility as it is developed.
