cats:training:beginnersguide

This is an old revision of the document!


Here we have collected some basic tutorials that will allow you to jump right in and start using CATS.

Getting Started With CATS - Preparing to use CATS for the first time
Create CATS Desktop Shortcut - Setting up your computer for CATS
Selecting a New Printer in CATS - Picking a new printer for a CATS user.
CATS Home Screen - Customize your home screen.
Keyboard Shortcuts - Keyboard shortcuts that can be used in CATS.

Setting up the Chart of Accounts - Setting up the General Ledger.
Creating New Counter-Party Entries - Adding a new account.
Entering Receipts in CATS - How to show money received in CATS .

Contract Entry Tutorial - Creating a contract in CATS.
Creating Terms and Codes - How to enter and modify codes.
Contract Items - Overview of contract items.

General Cost Codes - Setting up cost codes and tying them to the General Ledger.

Currencies - Using multiple currencies in CATS.

How to Create Inventory Invoices - Create inventory invoices
The Open Invoices Report - A report listing all invoices that have open balances.

Working with Futures Trades - All about futures trades in CATS.
Price-Fixing Letter - Creating/Printing a Price-Fixing Letter.

Creating a New report in CATS - How reports work in CATS
Open Position Report - Quick view for open position report

  • cats/training/beginnersguide.1659983452.txt.gz
  • Last modified: 2022/08/08 18:30
  • by amanda