How-To Guides for General & Finance Transactions
How-To Guides for General & Finance Transactions
- Gemma Heidemann
Owned by Gemma Heidemann
Last updated: Oct 15, 2024
Please see How To Guides specific to General accounting & Finance below
- How to Delete an Invoice
- How to do End of Month checks
- How do I record time I don't charge for?
- How do I get my Dye & Durham searches ready for billing?
- How do I add more records to an existing bill?
- How do I see a split of Fee Earners on a bill?
- How do I move a disbursement if it is already posted?
- How do I refund a client for an overpayment?
- How do I change the Billing name and address on an Invoice?
- How to Complete or Delete Dye & Durham searches
- How do I delete a Discount / Adjustment Note
- How to print an Invoice in an alternate format
- How to prepare a General Deposit Slip
- How to email an Invoice
, multiple selections available,