Managing Agency Transactions | Scribe

    Managing Agency Transactions

    • Paula Forrester |
    • 38 steps |
    • 3 minutes

    Creating Agency Accounts

    1
    From the Dashboard
    2
    Click the "Create" menu, highlight the "Accounts Assistant" and click on "Suppliers, Grantors, Agencies"
    3
    Click "Suppliers, grantor, contacts, agencies (postbox a/cs)"
    4
    Click "Add New"
    5
    Click the "Name" field.
    6
    Enter the name of the Agency you are wanting to create for example "Children in Need". You can also add in the name and address information if you wish to, as this could be useful to contact the organisation at a later date, however, it isn't required. to create the Agency. You could also come back and add this additional information at a later time if you wish to.
    7
    Click the "Agency" field.
    8
    Click "Save"

    Recording Income and Expenditure for an Agency.

    9
    There are a couple of ways that you can record income and expenditure for an Agency Collection. The first is by using the "Assistant" which will guide you through the process step-by-step. To access this click the "Transactions" menu, highlight "Transaction Assistants", and then click on "Agency Collections".
    10
    Click "Agency Transactions (postbox)"
    11
    Firstly you will need to specify whether you are recording the collection of the money, or recording its payment out of your bank account.
    12
    Select the appropriate option and then click "Next Step"
    13
    Select the Agency this money belongs to from the dropdown box.
    14
    Click "Next Step"
    15
    Enter the "Amount", "Date" and "Reference" of the transaction you are recording.
    16
    Click "Next Step"
    17
    Select the Bank Account that the transaction relates to. If you are recording a payment to the Agency, ensure that you select the same account that the money was paid into originally.
    18
    At the bottom of the window, you can enter a description for the transaction. Descriptions are a quick and simple way of being able to identify the transaction at a later date.