Setting up Bonds - Recorded Webinar

Setting up Bonds - Recorded Webinar

In this webinar you’ll learn how to add new Bond types and Bond payment information, as well as how to Pay out to the Bond Authority.

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About this course

What else will we cover? 
 
- Adding in new Bond account codes in Configuration 
- Adding in payment information for a new Bond type  

- Holding bonds within your trust when no Payment information is required 
- Paying bond types out and remove any bonds not due to be paid at the time 
- Generating the Bond ledger and the Bond Summary report 

 

Curriculum

  • Setting up Bonds Webinar
  • Survey

About this course

What else will we cover? 
 
- Adding in new Bond account codes in Configuration 
- Adding in payment information for a new Bond type  

- Holding bonds within your trust when no Payment information is required 
- Paying bond types out and remove any bonds not due to be paid at the time 
- Generating the Bond ledger and the Bond Summary report 

 

Curriculum

  • Setting up Bonds Webinar
  • Survey