LEARNING ABOUT ACCOUNTS IN STATOR

 

Tutorial: Accounts Prerequisites: Installation of Stator Standard Registered or Installation of Stator Professional Registered Version Specific: No Help File Reference: Accounts/[Entire Topic]

This tutorial will help you learn to;

1. Create an Account.
2. Create and Account transaction.
3. View the Account transaction summary screen.

Creating an Account

From the "Accounts Management" screen:
1. Click on the "Accounts Management tab".
2. Click on the "Add Accounts" button.
3. Complete the details for the Account in the spaces provided.

 

 

4. Click on the "Create" button to save the new Account.

Once you have created the account, it will be visible on the main Stator treeview which is located on the left hand side of the Stator screen when an Owner is open.

This is shown in the picture below;

 

 

Adding an Account transaction

You can manually add account transactions at any time.

From the account node of the main Stator treeview:
1.  Select the account from the main treeview.
2.  Click on the "Account Transactions" tab.
3.  Click on the "Add" button.
4.  Select the account you wish to assign the transaction to.
5.  Complete the details of the Account transaction.

 

 

6.  Click on the "Create" button to save the transaction.

Exchange Rate and Final Summary (Stator PRO Only)

If the currency for the account transaction is different to the account currency, Stator will require that you enter an exchange rate to convert the transaction into the account currency.

After you enter an exchange rate, Stator will display the total for the transaction in the account currency at the bottom of the transaction screen.

Viewing the Transaction Summary

From the account branch of the main Stator treeview:
1.  Select the account from the main treeview.
2.  Click on the "Transaction Summary" tab.
3.  Change the date parameters if required.
4.  Click on the "Retrieve" button.