How do I account for the COVID-19 Wage Subsidy?
To learn how to account for the Government’s COVID-19 Wage Subsidies in Cashbook, please see here.
What keyboard shortcuts can I use to speed up my data entry?
You can use standard Windows keyboard shortcuts when entering data plus some additional ones as outlined below:-
How do I start a new cashbook file?
In the software, choose “New Cashbook” from the “File” menu or click the “New” button (near the top left of the screen).
How do I change my currency settings?
To change your currency settings or number formatting in Cashbook, you need to:-
How can I become a dealer?
To become a dealer, you must have purchased at least one Cashbook at the full price and must be very familiar with how the software works.
Can Cashbook Complete do purchase orders?
No. Cashbook Complete doesn’t have a purchase order facility at this stage.
Can I email a contact directly from Cashbook?
Yes. To do this, lookup the contact you want to email, then simply double-click on their email address. This will bring up a new email message in your normal email software, already addressed to your contact.
Will I need training?
One of the major benefits of Cashbook Complete is its “keep it simple” approach to accounting. Most people will never need any training, but if you feel like you could benefit from direct learning, some of our dealers can provide training.
Can I export my data to Excel?
Yes. You can export data from cashbook into Excel (or any spreadsheet program) using the Report Writer. To do this, you need to:-
How can I save a report, invoice or quote as a PDF?
To convert anything (invoices, quotes, reports, etc.) into a PDF file, you can do that as follows:-