Accounting Topics

This page contains links to help topics for accounting and finances.

General

How To Manage Finances

How To Track Operations in Accounting Software

Payments

How To Post A Transaction

How To Make Client Payments

How To Manage Promised Payments

Commissions

How To Create A New Commission Rate Plan

How To Create An Age Type Commission Rate Plan

Changing Commission Rate by Contact Plan

Commission Rate Plan Samples

How To Report Collector Commissions

Month End

How To Generate And Print Statements

The Month End Process

Troubleshooting Month End

Print Checks

Introduction to Printing Checks

Print Checks

How To Take Checks Over The Phone

Client Payment Check

Agency Payment Check

How To Setup Check and Gcheck

Processing Checks for ACH Handling

Summary Reports

Financials and Analysis

Accounts Receivable Report

Accounts Payable Report

Total Listings

Client Analysis Report

Month Batch Analysis

Operator Analysis

Scheduled Batch Letters

Trust Account Summary

Transaction Summary

Custom Reports