Got the GiST Help

Starting Up: Cashbook Maintenance: Adding a new cashbook

When you first log into the system, you will have to create a cashbook before you can add transactions, import data, or run reports. You can have up to 3 cashbooks with the trial version, and as many as you like with the full version.

To create a cashbook, you click on the New Cashbook link.

Cashbook_create_001


You will then be taken to the "New Cashbook" page, where should fill out the form. The only mandatory field is the "Name" field.

Cashbook_create_002


After you have filled out the form you can click save.

Cashbook_create_003


The cashbook will then be created, and you will be returned to the "My Cashbooks" page.

Cashbook_create_004


Congratulations! You have successfully created a cashbook.