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Setup Enterprises

What is an Enterprise?
An enterprise is a major income-earning business activity such as sheep, cattle or cropping.

Any transaction can have an enterprise recorded against it so enterprise based reports can be generated.

Enterprises are optional and are only used in the Cashbook when an appropriate item is encountered. The Accountant does not require this information.

Setup Enterprises: 

  1. Start at the Home Page mceclip2.png
  2. Click Setup & Tools mceclip3.png
  3. Click Cashbook Setup mceclip4.png
  4. Click Enterprises mceclip5.png
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  5. If there aren't any Enterprises, you will automatically be in mceclip7.pngmode.
  6. mceclip8.png If Enterprises do not exist, click the Add New icon or press F6 to switch to mceclip9.png mode.
  7. Enter the Enterprise Name (e.g. Sheep, Wool, Cropping).
  8. mceclip10.pngClick the green tick, press F10 or click mceclip11.png to save data.
  9. Repeat the above format for each Enterprise.

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mceclip1.pngIf you wish to edit or delete an existing Enterprise or Allocation, you must be in ‘Editing’ mode. Choose the Enterprise or Allocation you wish to alter and save or delete accordingly. 

Enterprises and Allocations can only be deleted when they have not been previously used.  If they do contain records, then see ‘Hiding a Code, Enterprise, or Allocation.'

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