Daily Tasks and Data Entry - How Do I...
Create New Matters and Clients?
Renumber a Matter or Client
Export Matter Information
Enter Checks, Receipts, Expenses, and Payments?
- Applying Payment to Accrued Interest
- Remitting GST/HST
- Entering a GST/HST Refund
- Remitting Sales Tax (PST)
- Entering a PST Refund
- Remitting Transaction Levies for Firms in Ontario
- Remitting Transaction Levies for Firms in Newfoundland and Labrador
- Remitting Withholding Checks
- Creating Recurring Entries
- Processing Recurring Entries
- Modifying or Removing Recurring Entries
- Refunding Discounts for Paid Invoices
- Entering Trust Receipts with a Payment Method and Originating Bank
- Entering an Expense Recovery
- Combination Keystrokes (Hot Keys)
- Creating Deposit Slips
- Reversing a Credit Card Payment
Close Matters?
Enter Time and Fees?
Find Bank Account Information?
Use the Register?
- Changing the GST/HST Code on a GST/HST Remittance Check (Cheque)
- Changing the Remittance Period on a Remittance Check (Cheque)
