Financial & Accounting FAQs

How do I close a Fund?

First post and replies  | Last post by CT Support, 2 years ago

How do change a Fund name (and other details)?

First post and replies  | Last post by CT Support, 2 years ago

How do I record a Transfer between Funds? (Fund Transfer)

First post and replies  | Last post by CT Support, 2 years ago

How do I record a Transfer between Events? (Event Transfer)

First post and replies  | Last post by CT Support, 2 years ago

How do I record a Transfer between Cost Codes?

First post and replies  | Last post by CT Support, 2 years ago

How do I View and Report Sub-Event Comments?

First post and replies  | Last post by CT Support, 2 years ago

How do I correct a locked Reconciled transaction?

First post and replies  | Last post by CT Support, 2 years ago

I have entered different names for the same customer/supplier in the Details field. How do I know which is the right one to select when I start typing into the Details Field?

First post and replies  | Last post by CT Support, 2 years ago

What's the Best Way to Enter Older or Prior Year transactions?

First post and replies  | Last post by CT Support, 2 years ago