About this course

Unpaid Disbursements

• What are Unpaid Disbursements?
• Posting an Unpaid Disbursement
• Paying an Unpaid Disbursement
• Undoing a Unpaid Disbursement
• Undoing a Paid Disbursement
• Cancelling an Unpaid Disbursement
• Running the Unpaid Disbursements Report

Budgets

• What are Budgets?
• Adding a Budget
• Amending a Budget
• Checking Budget/Actual/Under Over and %
• Running the Budget Analysis Report

Scheduled Postings

• What are Scheduled Postings?
• Adding a New Schedule
• Editing & Deleting a Schedule
• Posting Pending Items
• Deleting Pending Items

Provisional Journals

• What are Provisional Journals?
• Posting a Provisional Journal Credit

Allocating Payments in Purchase & Client Ledgers

• Why Allocate Payments?
• Allocating Payments in the Client Ledger
• Allocating Disbursements in the Client Ledger
• Allocating Invoices/Payments in the Purchase Ledger

Provisional Bills

• What are Provisional Bills?
• Posting a Provisional Bill
• Delivering a Provisional Bill
• Undoing a Delivered Provisional Bill
• Cancelling a Provisional Bill

Counsel Fees

• What are Counsel Fees?
• Entering Counsel Fees
• Paying Counsels Fees
• Undoing Paid Counsels Fees
• Cancelling Counsels Fees