Books 

The HANDYMAN Set of Books will be installed in the "books" directory. 

Tutorials

Tutorial Sets of Books, will be installed in the "bin / Tutorials" directory.  you need to click on the Browse icon and select the Sets of Books tutorials. 

ENGLISH

English tutorials (using the default payments and receipt batches for banking / cash transactions):

The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\ENGLISH\” folder:

  • HANDYMAN (No transactions)
  • HANDYMAN-A (Unposted)
  • HANDYMAN-B (Posted)

The following folders contains files which may be imported into batches:

  • EXPORTED-BATCH-Delimited-File – Exported batch transactions using the “Write delimited file” option and may be imported into a batch using the “Delimited file import” option (F9:Process icon) on batches.  
  • EXPORTED-BATCH-Spreadsheets – Exported batch transactions in the *.xlsx (Excel 2007-365) file format. These transaction files may be opened in the Spreadsheet import icon on batches, and imported into a selected batch. 

BANK-IMPORT Plugin - English tutorials 

English tutorials (using the BankImport plugin for banking / cash transactions):

The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\BANK-IMPORT\” folder:

  • HANDY-BANK (No transactions).
  • HANDY-BANK-A (Unposted transactions in batches and documents, except the Payments and Receipt batches, which is cleared for the Bank account and the Petty cash).
  • HANDY-BANK-B (Posted transactions in batches and documents, including the imported bank statement and processed Petty cash transactions).
  • HANDY-BANK-UNPOSTED-BANK-STATEMENT – All transactions in batches and documents have been posted. The sample Bank statement in the “…\bin\Tutorials\BANK-IMPORT\BANK-STATEMENTS” folder needs to be imported and Petty cash transactions needs to be processed).

AFRIKAANS

The following Set of Books based on the Afrikaans tutorial, is installed in the “…\bin\Tutorials\AFRIKAANS\” folder.

  • NUTSMAN (No transactions).
  • NUTSMAN-A (Unposted)
  • NUTSMAN-B (Posted).

COST-CENTRES 

Tutorials / examples to explore the activation, processing and reporting of Cost centres in osFinancials5. See - Cost centres in this Help file.

The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\COST-CENTRES\” folder: 

  • COST-CENTRES-A (transactions and documents not posted to the ledger)
  • COST-CENTRES-B (transactions and documents posted to the ledger).

PROJECTS 

Tutorials / examples to explore the activation, processing and reporting of Projects in osFinancials5. See - Projects in this Help file.

The following Set of Books based on this tutorial, is installed in the “…\bin\Tutorials\PROJECTS\” folder: 

  • PROJECTS-A (transactions and documents not posted to the ledger) 
  • PROJECTS-B (transactions and documents posted to the ledger).