Property Tree: 04. Accounts widget on the Dashboard - Video

Course 4 of 6 in Property Tree: Dashboard

Learn about the Accounts Widget on the Dashboard

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About this course

In this video you will discover the Accounts Widget on the Dashboard, which gives you a high level overview.  The Accounts team can view the total amount of funds held in Trust, funds to be banked and more.

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

  • See a snapshot of your Bank Reconciliation and whether it was successfully reconciled
  • Check if any cash and cheques are not banked
  • View Uncleared Funds waiting to be cleared
  • Track and report on Pending Payments awaiting creation for EFT and BPay payments.

Curriculum00:02

  • 04. Accounts widget on the Dashboard - Video 00:02
  • Survey

About this course

In this video you will discover the Accounts Widget on the Dashboard, which gives you a high level overview.  The Accounts team can view the total amount of funds held in Trust, funds to be banked and more.

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

  • See a snapshot of your Bank Reconciliation and whether it was successfully reconciled
  • Check if any cash and cheques are not banked
  • View Uncleared Funds waiting to be cleared
  • Track and report on Pending Payments awaiting creation for EFT and BPay payments.

Curriculum00:02

  • 04. Accounts widget on the Dashboard - Video 00:02
  • Survey