Accounting Settings
Cashbook Management - Add New Cashbook
PropWorx is designed for a single legal company entity. While multiple bank accounts can be managed and linked to different properties, certain elements like Trial Balances will combine all bank accounts into one consolidated view. For users needing ...
Cashbook Management - Access Cashbook Management
PropWorx is designed for a single legal company entity. While multiple bank accounts can be managed and linked to different properties, certain elements like Trial Balances will combine all bank accounts into one consolidated view. For users needing ...
Accountings Details
PropWorx is designed for a single legal company entity. While multiple bank accounts can be managed and linked to different properties, certain elements like Trial Balances will combine all bank accounts into one consolidated view. For users needing ...
Statements & Invoice Bank Details
Different bank accounts can be linked to different properties. Make sure the bank details are entered as trust cashbooks under the account settings. Statement bank details can be linked on three different levels: Default Company Bank Details: All ...
Statement Options: Deposit Balances
1. Click Settings on the Main Menu. 2. Click Statement Options 3. The statement options screen will open. 4. Click Edit button to load and maintain company settings 5. Tick or untick which deposit balances should appear on the statements 6. Click ...
Cashbook Management
1. Click Settings on the Main Menu. 2. Click Accounting Settings 3. Click Edit button to load and maintain company settings 4. Scroll to Cashbook Management section Add a New Cashbook 1. Click New Cashbook 2. A new cashbook screen will open. All ...
Accounting Settings
1. Click Settings on the Main Menu. 2. Click Accounting Settings 3. The accounting settings screen consists of four sections: Income Account Settings Deposit Management Cashbook Management (see How to load Cashbooks and manage) Lock Periods (see Lock ...
Manage Lock Periods
1. Click Settings on the Main Menu. 2. Click Accounting Settings 3. Click Edit button to load and maintain company settings 4. Scroll to Lock Period section and click Edit Lock Settings 5. Enable Lock toggle 6. Add Lock Period Dates. There are five ...