This module will assist to bring you up to speed to do the following day to day operations:
- Generate Levies
- Expenses and Invoices
- Generate Payment files
- Reconcile receipts and payments
- Other income and automatic expense
This quick under 30 minute crash course will get you up to speed with the core of financial operations in Stratafy.
Course Curriculum
Financial/Levies Module
Available in
days
days
after you enroll
- Navigating to the financials module (1:21)
- Check Addresses, Reference Numbers and lot settings (1:49)
- Raising Levies / Check & Generating (3:35)
- Using the levies generate prefill suggestions (1:50)
- Invoices and Expenses (4:07)
- Generating payment files (2:29)
- Reconciliations for receivables and payables (3:51)
- Reconcile automated expenses (e.g. bank fees or direct debits) (4:07)
- How to receipt other income (2:10)
- How to bill directly to a lot - one off (2:35)
- How to waive interest / cancel a levy (1:46)
- Doing Journal Entries (1:26)
- Summary