Menu Basics
To view accounts and transactions in Goldenseal, you use the one of the menus at the top of the screen. In BizWrench, click the tabs on the left.
File Menu
- Company Info
- Print Forms
- Import/Export
- Exit/Quit
Edit Menu
- New/Duplicate/Save Record
- Revert/Delete Record
- Find
- Find All
- Find Anywhere
- Find Duplicates
- Find Previous
- Skip
- Table Commands
- Replace All
- Sort
View Menu
- Chart of Accounts
- Next/Previous/All Records
- Employee Account to Recent Income (10 items)
- Security
Accounts Menu
- Customers
- Overhead
- Projects
- Cash
- Checking
- Inventory
- Investments
- Real Estate
- Savings
- Credit Cards
- Escrows
- Loans
- Owner Equity
- Employees
- Equipment
- Material Suppliers
- Subcontractors
- Other Costs
- Utility Accounts
Bank Menu
- Cash Transactions to Savings Transactions
- Policies & Procedures
- Reconcile
- Billing
- Billing Records
- Billing Statements
- Payment Receipts
- Deposit Funds
- Pay Bills
- Write Payroll
Income Menu
- Appointments
- Prospects
- Contact Log
- Document Log
- Info Log
- Problem Log
- Allowances
- Bids
- Estimates
- Project Phases
- Change Orders
- Chargebacks
- Contracts
- Project Log
- Events
- Sales
- Leases
- Rental Transactions
- Income Setup
Costs Menu
Options Menu
Reports Menu
Goldenseal groups all reports under this menu. In BizWrench, first open the tab for the records in the report. Then click the Reports button.