This module will assist to identify other common financial management items such as:(Quarterly only)
- Generate Special Levies
- Setup debt recovery
- Updating and managing revenue and expense codes
- Management Fees
- Additional Billables (schedule B/D)
- Customer reference numbers and how they work
- How to generate and apply a purchase order directly from a work order after invoice approval.
- Saving Financial Statements
- Schedule Levies for the year (Quarterly only)
- Credit lots (unallocated)
- Remove credits from lots.
- Internal Invoice Approval Workflow's.
Course Curriculum
Financial/Levies Module Advanced
Available in
days
days
after you enroll
- Generate Special Levies (3:18)
- Setup Debt Recovery (5:13)
- Adding a debt recovery flag to a lot and reviewing this in global arrears (1:18)
- Updating and managing Expense code, Revenue codes (1:59)
- Management Fees (2:54)
- Additional Billables (3:24)
- Deft & Customer Reference Numbers (1:33)
- Invoices for work orders to Purchase Order (2:46)
- Schedule Levies (3:34)
- Schedule Monthly Levies (1:31)
- Review Your Schedules and check if you have missed something (1:49)
- Saving Financial Statements (2:06)
- Portfolio Wide Print Files (1:58)
- Lot refund 3 step process (6:10)
- Credit a lot with 0.00 balance / Remove lot Credits (3:27)
- Tax Payments / Refunds / Income Tax (5:43)
- Move an entire code from one fund to another (1:53)
- Adjust tax on expenses without journals (2:21)
- Change GL Code for an invoice / Purchase order (2:15)
- Summary