The Shoebox application is made up of a variety of modules
that handle different functions like the GL STRUCTURE that group the transactions,
into categories which allow for a number of ways to review the data.
This data can be viewed in summary or detail by, GROUP, CATEGORY, DATE or METHOD.
This makes it easy to select reports for specifically what you want.
The yearly summary report is especially great to see the CASHFLOW or to use for TAX PURPOSES,
it gives a summary by GROUP, by CATEGORY by the MONTH.
The TRANSACTIONS module has 6 different forms.
( to label these tabs use the PAYMENT TYPES module )
The special information area is just a note field.
There is an area to link a picture to the file, this makes it handy for reference purposes.
This is the FILE MANAGER module.
Here is where you can CHANGE the current data file.
or to RESTORE the session file (a session file is created each time you start the SHOEBOX application)
An option is available here to set the file name and path for the current data file to use.
This shows EDITING a TRANSACTION.
Enter the date of the transaction ( the statement period # will automatically calculate ) according to the module you're in and the date entered.
Next, enter the WHERE SPENT or select from the available list,
then enter the DESCRIPTION or select from the available list.
Record the amount of the transaction and select the GL ACCOUNT from the available list of accounts ( created in the structure module ),
once you select a GL ACCOUNT for a WHERE SPENT selection the account will be linked to the same account automatically.
When a transaction is complete, SAVE it to the list or CANCEL and start over. The list represents a breakdown of a transaction into one or many parts,
depending on how detailed the need.
When the entire transaction is complete, SAVE AND EXIT, this writes the complete set of entries to the data file.