Box and Dice: Trust Accounting - Video

Learn how to generate settlement statements, reconcile bank statements, and improve your cash flow with pending transactions

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About this course

In this course, we have broken down the accounting process into short videos, starting from adding your trust account to ledgers, payments and reconciling.

At the end of this course, you will be able to:

  • Set up your bank account and configure your trust accounting settings
  • Add ledgers and receipt opening balances
  • Enter trust transactions
  • Disburse funds
  • Perform a bank reconciliation and an end of month report

 

Curriculum1 hr 6 min

  • Set Up and Configuration - Video 0 hr 12 min
  • Opening Balances and Reconciliation - Video 0 hr 8 min
  • Ledgers, From Listing to Sold - Video 0 hr 16 min
  • Releasing Funds and Pending Payments - Video 0 hr 15 min
  • Reconciliation and End of Month - Video 0 hr 15 min
  • Survey

About this course

In this course, we have broken down the accounting process into short videos, starting from adding your trust account to ledgers, payments and reconciling.

At the end of this course, you will be able to:

  • Set up your bank account and configure your trust accounting settings
  • Add ledgers and receipt opening balances
  • Enter trust transactions
  • Disburse funds
  • Perform a bank reconciliation and an end of month report

 

Curriculum1 hr 6 min

  • Set Up and Configuration - Video 0 hr 12 min
  • Opening Balances and Reconciliation - Video 0 hr 8 min
  • Ledgers, From Listing to Sold - Video 0 hr 16 min
  • Releasing Funds and Pending Payments - Video 0 hr 15 min
  • Reconciliation and End of Month - Video 0 hr 15 min
  • Survey