Jane Dafforn

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  • ▶ How should I approach looking for a bank reconciliation difference?

    How should I approach looking for a bank reconciliation difference? When trying to locate a bank reconciliation difference, the report Accounts → Any Bank can be an effective tool for identifying a...

  • ► Helpful Resources For Budgeting

      Please find below links to all our resources to help you with your Budgeting and Forecasting   Scribe Academy - Scribe Specific Training - Budgeting & Forecasting   Scribe Academy - Open to All ...

  • ▶ How do I deal with a duplicate transaction?

    How do I deal with a duplicate transaction? Within Scribe, the ability to delete a transaction is not provided, in order to safeguard the completeness of the audit trail. If there is a need to remo...

  • ▶ How do I cancel an old cheque?

    How do I cancel an old cheque? Sometimes you will have old cheques which were issued many months or even a year ago and you know these are not likely to be presented. If you wish to cancel them so ...

  • ▶ Getting Ready for Year End

    Before embarking on the Year-End process, it's crucial to ensure that your account is in the best possible shape. Here are some checks you can perform on Scribe:   Run the Annual Return Even if the...

  • ▶ CiLCA unit 3 made easy

    LO14: A CiLCA qualified officer can advise a council on the preparation and monitoring of budgets   14.1 - Prepare budget proposals comparing income and expenditure for the last, current and next f...

  • ▶️ Users

    Managing Users in Scribe Accounts In Scribe Accounts, managing who has access to your Council's details is a straightforward process. This guide will assist you in understanding how to add new user...

  • ▶ How do I raise a Credit Note?

    How do I Raise a Credit Note? While there isn't a dedicated option to raise a credit note in the Sales Invoice function on Scribe, it can still be done using the sales invoice option. Simply raise ...

  • ▶️ CRM

    What is a CRM CRM stands for Customer Relationship Management. It is a strategy and set of tools that businesses use to manage and analyse interactions with their customers and potential customers....

  • ▶ Completing the Year End in Income & Expenditure

    Completing Year End in Income & Expenditure For councils with a gross income or expenditure of over £200k for three consecutive years there is a requirement for their end of year accounts to be pre...