ADVANCED EXCHEQUER SERVICE DESK

If you need to install the Exchequer Client or the OLE Client, we have step-by-step helpsheets available to guide you through the installation process. We recommend following the relevant guide to ensure the correct components are installed and configured.

This guide outlines best-practice approaches for working with Purchase Orders (PORs), Purchase Delivery Notes (PDNs) and Purchase Invoices (PINs) within Exchequer SPOP, along with practical steps to help maintain data integrity, reduce processing issues and investigate problems when transactions do not behave as expected.

 If you’re using Exchequer and want more flexibility in your reporting, OLE (Object Linking and Embedding) is a powerful tool that allows you to pull live data into Microsoft Excel — and even push updates back into Exchequer. 

The year end on Exchequer is almost as simple as period End. When you change the financial period to the first one of the new year it knows which accounts have to be cleared and which carry forward from the General Ledger Coding Structure and the Profit & Loss is Carried Forward.