Box and Dice: Introduction to Accounting - Video

Course 3 of 3 in Box and Dice - Trust Accounting

Learn all the function for your Trust Accounting including how your marketing relates.

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About this course

From setup through to your first End of Month, this session quickly covers all the essential Trust functions in Box and Dice including Ledgers, Receipts, Payments, Account Summaries (Account Sales) and manual Bank Reconciliation/End of Month. Simple examples are used. 

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 3 min

  • Introduction to Accounting - Video 1 hr 3 min
  • Survey

About this course

From setup through to your first End of Month, this session quickly covers all the essential Trust functions in Box and Dice including Ledgers, Receipts, Payments, Account Summaries (Account Sales) and manual Bank Reconciliation/End of Month. Simple examples are used. 

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 3 min

  • Introduction to Accounting - Video 1 hr 3 min
  • Survey