Changing Bank Details
Step-by-step guide Enter the Companies area in the side-menu. Then go to the Bank section Add the Bank Account Details in the fields provided and click on the Save button. Companies are analogous to Branches in many setups. You may create as m...
Late Payment Management
Setting up the use of Administration Charge and offering Early Payment Discount - may be used as part of Late Payment management. Step-by-step guide Late Payments Support Obit allows the setting up payments bands which let you define a fee or a d...
Exporting Financial Data
The Obit Finance area offers a number of different views of your financial data, all of which can be exported either by printout or via export to other file formats such as CSV or Excel. Exporting Financial Data Goto the Finance area and select th...
Handling Disbursements
Obit allows you the option to handle your disbursements by flagging them as paid and adding the relevant payment information - Ad Hoc- or to set up disbursements that are paid - on account - (eg to a particular Church, Cemetery/Crematorium or oth...
Using Financial Records
Financial Records in Obit include Quotations, Invoices and Credit Notes . A quotation acts as a draft invoice which is easy to amend and cancel before progressing to an Invoice. Invoices' life cycle goes from Valid (when created) to Paid, Uncolle...
Finance Views
The finance section offers 5 different views to support analysis, reporting, managing Cashbook and Lodgements as well as Disbursements. This article explains these views. Accounts View This is the default view when you click on Finance in the side...
Multiple clients - split invoice
Splitting Invoices for a funeral