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Introduction
- Introduction to Transactions
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Transactions Overview - 10:20mins
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Quiz - Introduction to Transactions
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The Transaction Input Screen
- Trust Receipts
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Trust Receipts - 18mins
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Quiz - Trust Receipts
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Receipt Deposit Listing - 2:45mins
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Quiz - Receipt Deposit Listing
- Bank Transfers
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Bank Transfers - 7:45mins
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Quiz - Bank Transfers
- Trust Journals
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Trust Journal - 3:10mins
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Quiz - Trust Journals
- Office Disbursements
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Office Disbursements - 4mins
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Quiz - Office Disbursements
- Office Expenses
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Office Expenses - 4mins
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Quiz - Office Expenses
- Write-Offs
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Write-offs - 6:30mins
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Quiz - Write-offs
- Transactions to Multiple Matters
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Transactions to Multiple Matters - 5mins
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Quiz - Multiple Matters
- Reversals
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Reversals - 4:40mins
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Quiz - Reversals
- Summary
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Transaction Examples
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Summary
Transactions
This course covers the basic steps required to process Transactions
In this course you’ll learn how to process:
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- Receipts
- Bank Transfers
- Office Disbursements
- Office Expenses
- Write-offs
- Reversals
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