Bookkeeping Matters
Legal Accounting Training

Module 1 - Overview

Module 1 - Handout (downloadable)

1.1 FILE 1. Entering New Matters

1.1 FILE 2. Opening New Vendor

1.1 FILE 3. Matter Manager

1.1 FILE 4. Printer Setup

1.1 FILE 5. BackUp

1.2 DATA ENTRY 1. General Bank - Cheque

1.2 DATA ENTRY 2. General Bank - Receive Payment

1.2 DATA ENTRY 3. General Bank - Firm Receipt

1.2 DATA ENTRY 4. Trust Bank - Cheque

1.2 DATA ENTRY 5. Trust Bank - Receipt

1.2 DATA ENTRY 6. Trust Bank - Matter To Matter Transfer

1.2 DATA ENTRY 7. Accounts Payable

1.2 DATA ENTRY 8. Time Entry

1.2 DATA ENTRY 9. Expense Recovery

1.2 DATA ENTRY 10. Transaction Levies

1.3 REPORTS

1.4 BILLING

1.5 GL

1.6 TOOLS

1.7 OPTIONS

1.8 / 1.9 WINDOW & HELP

Key Features

Exercise 1 (downloadable)

Bonus Material (downloadable)