How to use Contact tools

There are a number of Tools available to make using Contacts easier and allow for handling Contact actions in bulk....

How to Apply transactions to Contacts

When funds are paid to Contacts or received from them, this is applied to the Contact and the Activity Account when the bank transaction is entered.

How to Add Activity Account starting balances to Contacts

How to add Activity Account balances to contacts and how to carry forward Activity Account balances at the start of a new financial year.

Statement Templates

In this article, we'll walk through how to create statement templates to fit your group's specific needs.

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