Creating a Consolidated Invoice
Create a Consolidated Invoice This is an interactive lesson where you will learn how to create a consolidated invoice. Click on the image below to start the course. Please login.
Induction
Creating a Partial Invoice
Create a Partial Invoice This is an interactive lesson where you will learn how to create a partial invoice. Click on the image below to start the course. Please login.
Creating a Credit Note
Creating a Credit Note This is an interactive lesson where you will learn how to create a credit note. Click on the image below to start the course. Please login.
An Introduction to Invoice Types
An Introduction to Invoice Types In WorkBook you can create different types of invoices. Each invoice type acts in a different way financially, so it is important you select the correct one at invoice creation. 1. INVOICE ON ACCOUNT Invoice on account is a standard invoice. The job is kept open after the initial invoice …
Managing Accounting Periods
Managing Accounting Periods This is an interactive lesson where you will learn how to manage accounting periods. Click on the image below to start the course. Please login.
Reconciling the Bank
Reconciling the Bank This is an interactive lesson where you will learn how to reconcile your WorkBook transactions against the bank. Click on the image below to start the course. Please login.
Administering Open AR & AP
Administering Open AR & AP This is an interactive lesson where you will learn how to review debtor and creditor transactions. Click on the image below to start the course. Please login.
Processing Debtor Payments
Processing Debtor Payments This is an interactive lesson where you will learn how to process receivables. Click on the image below to start the course. Please login.
Finalizing Debtor Invoices
Finalizing Debtor Invoices This is an interactive lesson where you will learn how to finalize and send debtor invoices. Click on the image below to start the course. Please login.
Managing Credit Cards
Managing Credit Cards This is an interactive lesson where you will learn how to upload and manage company credit card transactions. Click on the image below to start the course. Please login.