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Opening balances

What it is

Loads the starting balances from the school's old books.

Why it matters

Lets the new system begin from the correct figures on day one.

When to use it

Used once at switchover; the file is checked before anything is entered.

Who uses it

Administrator

  1. Sign in as Administrator (see Signing in).
  2. In the left menu, click Accounting to open it.
  3. Click Opening balances.
Opening balances
Opening balances · click the picture to enlarge
  • Sections on the page: 1. Cut-over date, Columns.

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