Personal Allowances

The module allows the user to keep a record of monetary transactions for each resident outside of the usual invoiced charges. The Personal Allowances module is entirely self-contained and does not link to invoicing or Sage 50 Accounts. You can access it either by using the "Allowances" menu option or by going to the Allowances tab on the Resident record. Account Types and Transaction Types must be created before you try and post any transactions.

There are three option within Personal Allowances:

Set up Account Types

Set up Transaction Types

Allocate

The two set up areas must be completed before attempting to enter any transactions.

You can also run Account Balances, Account Transactions and Transaction Type List reports from the Reports section of the program.

The contents of Personal Allowances

Set up Account Types

Set up Transaction Types

Allocate