How Do I Customise Money In and Money Out Columns? UK

How Do I Customise Money In and Money Out Columns? UK

To customise your columns click on the ‘Customise Columns’ icon. The page that appears will give you the option to customise your ‘Money in’ or ‘Money out’ columns by clicking the tab for the section you wish to modify.

The table lists all the columns that are included in the business template you selected and includes five fields of information, which you need to fill in:

  • - The Column Name, which can be up to 50 characters in length and must be unique
  • - The Accountant’s Code is used to match the codes used by your accountant’s general ledger program. If you don’t know the code your accountant uses, leave this blank
  • - The VAT Type determines the VAT calculation and reporting that applies to the column.
  • - The Profit/Loss status – if the checkbox is ticked, then the column will be included in the Profit and Loss Report; if not, it will appear on the Balance Sheet (Movement) Report.
  • - Hide, which allows irrelevant columns to be hidden from the Money In and Out sections.

The buttons on the right side perform various functions:

  • - [Add New] Click on this button to add a new column.
  • - [Delete] Click on the line for the column you wish to delete and then click on the [Delete] The column will be deleted unless there is data recorded in that column
  • - [Undo] The [Undo] button will be activated when you delete a column. You can click on this button to ‘undo’ the deletion.
  • - [Sort A-Z] Sort your columns alphabetically.
  • - [Sort Z-A] Sort your columns in reverse alphabetical order.
  • - [Add to All Accounts] Columns in one account can be added to all other accounts.
  • - [Up and Down Arrows] Move your selected column in the direction of the arrow, one position for each click.
  • - [Save] Click on this button to save the changes you have made. An information box will advise that your changes have been saved.
  • - [Cancel] Exit the Customise Columns table. Any changes you have made since you last clicked the [Save] button will not be saved.

To save your changes and then exit the Customise Columns table, click on the [Save] button and then the [Cancel] button.


    • Related Articles

    • Domestic VAT Reverse Charge - UK

      What is domestic VAT reverse charge? From 1 March 2021 the domestic VAT reverse charge must be used for most supplies of building and construction services. The charge applies to standard and reduced-rate VAT services: - for individuals or businesses ...

    • How Do I Record Money In Transactions? UK

      1. To record a ‘money in’ transaction, first select the account you wish to add the transaction to. 2. Click on the ‘Money In’ tab and ensure you are working in the correct month and year. 3. Type the correct day of the month in the ‘day’ box and ...

    • Move transactions to another account or month

      To move a single transaction, right click on the grey box at the left side of the line you wish to move. To move multiple transactions, click in the grey selector box at the left side of the row for the first transaction. 1. Then hold down the ‘Ctrl’ ...

    • How Do I Add Another Bank Account?

      There are two ways to add a new bank account to your file. Duplicating your bank account This is a helpful trick if you want to add a new account with the same column headings. - Be in your current account in either money in or out - Click on [Tools] ...

    • How do I lodge my VAT online?

      The VAT report is able to be lodged online from directly in the Cashflow Manager program. To lodge your VAT return online: - Select an account from the Dashboard screen. -Click on the Reports tab. -Select that VAT report and click [Continue] on the ...

    • Popular Articles

    • How Do I Update My Payment Details? UK

      Need to change your credit card details? Log on to our shop and update your subscription so you don't lose access to Cashflow Manager. This takes about five minutes. If you already know your password for the shop, log in at this link my account: ...

    • How Do I Run Cashflow Manager on an Apple Mac? UK

      Cashflow Manager is a Windows-based program. However, the MacBook, MacBook Pro, Mac Mini and the iMac computers have the capability of converting to the Windows PC platform via two methods. Option 1: Using software called “Boot Camp” which can be ...

    • How do I download and install the program from the website?

      Visit the Australian or UK Downloads Centre and select the version you wish to install. If you already have a Cashflow Manager icon pinned to your desktop/taskbar, please remove it before downloading. 1. Click [Save] to save the downloaded file to a ...

    • How Do I Set Up The Inventory Section?

      Inventory Items make it easy to prepare your invoices and provide you with management information to help run your business. Some features of the Inventory are only available in the Cashflow Manager GOLD edition. However, both versions of Cashflow ...

    • How do I set up Customers?

      When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List:  The Customer List is the main window of the Sales ...