Managing your Bartercard Account

1. To manage your Bartercard daily transactions we suggest you use either the Second or Investment account in the Cash Book.

2. You will need to set up the initial opening balance as at the beginning of your financial year.

1. Get your first Bartercard statement for the current financial year and locate the Trade Opening Balance.

2. Open Cash Book, Set up, Opening Balances.

3. Select this button to load opening Balances.

4. Change the opening balance of the account you have decided to use for Bartercard.

3. Load in your Bartercard number:

1. Platform

2. Set up

3. Select the Bartercard button and follow the instructions on the page.

4. To load in the Bartercard transactions, please watch the video tutorials on:
Statement and Processing a Statement.

Select this link to watch the Bartercard Tutorials