Accounting

• How do I set up Bill Code Rules?
• How do I set up transaction reason codes?
• How do I set up/edit my chart of accounts?
• How do I set up/edit/disable cost centres and cost centre overrides?
• How do I create different Funder Types?
• How do I add/edit/disable a Funder?

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• Feature Overview: Payroll
• How do I create/edit/delete a Payroll Period?
• How do I set up Payroll Period Adjustments?
• How do I use Cost Centres for Payroll?
• How do I pay my employees holiday rates for visits when I run payroll?
• How do I pay my Employees for Overtime when I run Payroll?

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• Feature overview: Accounting Exports
• General Ledger and Subledger Overview
• Invoice Reports
• How do I run an Aged Receivables Report?
• How do I generate the 835 Payment Report and use it to track unmapped payments?
• How do I generate a Client Statement?

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