Help starts here.
RecWizard is not only a
practical tool for professional accountants, it provides a basic
understanding of accounting principles for accounting staff who
don't have a formal accounting education.
The RecWizard software includes this Tutorial to
assist you in...
- Learning how to use the program
- Giving you some basic understanding of accounting and
bookkeeping procedures if you have not had any formal training or
education
- Suggesting ways to set up your individual reconciliations to
best meet your needs
While there are links back and forth throughout the Tutorial, we
suggest that you first review the sections on
Account Types and
Reconciliation Types before
you begin setting up your own accounts and prepare reconciliations.
Even better than just doing that
is to read completely the section titled
Getting Started. This will
lay out specifically the steps you should take to set up your
RecWizard software to meet your needs from the
start. Once you have completed that section you can return to this
page (the Home page) and continue on.
You should also make sure you know
how to access the
RecWizardTutorialReconciliations database.
This database includes all the information that appears on the
sample reconciliations in the tutorial. While you're learning to use
RecWizard you might want to try things out without affecting your
live data. The tutorial database is a good place to do that.
Account Types and Reconciliation
Types are very important because the specific settings you use for
an account will determine the way the program will prompt you for
information and perform calculations for your final reports. While you can change the Account Type or Reconciliation Type at any
time, you may wind up losing some of your data by doing that. If
you are going to change a Reconciliation Type you should print out
all reconciliations that you have completed for that account in case
the new Reconciliation Type handles reconciling items differently
than the original Reconciliation Type. You would then have to
re-enter the information to bring the new reconciliation up to date.
Obviously doing it right the first time is best.
You will also find some helpful advice in the way the
reconciliations are set up and the items we have chosen to show as
activity in the accounts. All of the Sample Accounts are based on
real life accounting situations. Only the names of the characters
have been changed to protect the innocent.
We are always looking for ways to improve
RecWizard, so if you
have any suggestions for changes to the software or the Tutorial,
please Contact Us.
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