Gray Step Software Support

To change a category, highlight the category and press "Change Category" under the Actions column (the icon with the paper and pencil). In changin...

To add a new category, select "Add New Category". You will then enter the category name, description, type, and For.            Administration ...

To remove a category, highlight it and select the trash can under the Actions column. Then select "Yes" on the dialog box.     Note: You cannot...

Highlight the Category you wish to make "Inactive" and select the change icon under the Actions column (the icon with a pencil and paper). On the ...

Select "Generate Report" to print your Category List.     *Note: your printed Category List will show you each category Type, Category Name a...

  1.       Go to Ledger>NSF Check 2.       Type in the Check Number or the Name on the NSF Check 3.       Select “Search” or hit the Enter key 4.  ...

*Do not enter the Check Number or Name on Check as this information was not recorded in ASBWorks 1.        Enter the Bank Account the check was originally ...

You are not able to edit an NSF Check entry once it has been saved, however you are able to Drop the NSF Check entry and redo it if needed. Dropping an NSF ...

A financial statement allows you to see the breakdown of Income, Expenses, and you are able to see your total cash balance   1.      Select Reports/Financ...

The financial secretary's report is a break down of Receipts, Deposits, Payment Authorizations and Transfers   1.      Select Reports/ Financial Repor...