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Learning
Module 1: Trust Accounting
Trust Receipts
Trust Payments
Matter to Matter Transfers
Trust to Office Transfers
Trust to Office Transfers from the Matter
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Module 2: Office Accounting
Office Receipts – via Matter & Invoice
Office Receipts – via Global Accountant Dashboard
Office Payments – via Matter
Office Payments – via Global Accountant Dashboard
Bank Deposits
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Module 3: Disbursements
Disbursements – What are they?
Recording Disbursements
Disbursements – Cost Recoveries
Module 4: Purchases
Creating Purchases
Purchase Orders
Paying Purchases
Purchase Credit Notes
Module 5: Invoicing
Creating an Invoice
Amending Invoices
Managing Invoices
Module 6: Requisitions
Payment Requisitions
Purchase Requisitions
Approving Requisitions