At the end of each month, before performing the month end process and issuing statements to horse owners, it is essential that the Group Add function is used to charge agistment and training to horses in your care, in accordance with location status.
BEFORE RECORDING GROUP ADD AGISTMENT AND TRAINING TRANSACTIONS MAKE SURE ALL HORSE LOCATION STATUS CHANGES FOR THE MONTH HAVE BEEN RECORDED.
Go to Finance at the bottom left, then click Group Add to open the Group Add window.
There are a number of options and settings in the group add screen. Normally a business will set-up the group add function very carefully the first time they use it, then tick “Save these defaults” so that going forwards nothing needs changing, and group add transactions can be recorded quickly and easily.
Group Add Options
The more familiar you become with the group add feature, the more you will come to appreciate its power and versatility. Charging agistment and training to horses via the group add function will soon become straightforward and fast, especially with the Save Defaults option activated. Always update all horse location statuses before recording group add transactions, and always record all group add transactions before beginning your month end billing process.
