Accounting Systems

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John Kavanagh

04 August 2015 20:00

May I please ask my fellow SchemeServers what Accounting software you use and how the financial data is transferred from SchemeServe to your software.

Your advice would be much appreciated.

Thank you

John

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  Ed Halsey 05 August 2015 10:28

  John, I'm obviously not a customer but thought I'd chip in. You also get extra points for referring to our users as SchemeServers!

  The most common ones I've seen in use are Sage, TAM UK and Open GI and the most standard practice is to export the transaction data in a CSV format on a weekly basis and then upload that into these systems using their upload functionality to avoid double keying. 

  If you need help getting the report set up for this, you need only ask - we're always here to help. 

   

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  Ed Halsey 05 August 2015 10:29

  As an aside, I've popped this into the Answers forum rather than Feature Requests, you'll be more likely to get a response there.

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  John Kavanagh 12 August 2015 06:30

  Thanks Ed, I would really appreciate some advice from other SchemeServe users also. 

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  Natalie Williams 12 August 2015 10:16

  Hi John

  Sorry, we use an in house system based on excel so are unable to offer you any help.

   

   

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