NutriPlanner Zest Finance : Tutorial

Finance

Overview

Setting up

Receipts & overheads

Supplier invoices

Staff & payroll

Reports

Key points:

Set up your VAT status
Set your opening cash balance.
Set categories for your receipts and overheads.

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Help always available here :- Finance : Setting up

Preparing to start using the Finance module.

There is very little to do before you can start using the Finance module however there are a few things that you need to take care of.

Setting your VAT status
Setting your cash in hand opening balance
Setting up categories for your receipts and overhead payments.

The next three pages will cover each of these points.