Home Accountz Easy Steps
Central to the V3 edition of our software is the Easy Steps feature. This takes most of the normal tasks you do on a day to day basis and simplifies them into a number of simple steps. If you are not sure what to do, then click on the Easy Steps icon and follow the instructions.
When you click on Easy Steps a new panel will open with a number of options across the top. Click on each section header, (e.g. 'Transactions'), to see the options within that section.
As you step through a particular process you will see, at the end, a summary of the transaction that will be entered into the system. You can navigate at the bottom, both forwards and backwards, through the steps made.
The final step for each process is the Finish button. Clicking on this will automatically generate a new transaction. You can see any transaction by looking at the relevant transaction table.