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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts.
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“You can write your own check here”
Entering, Printing, and Controlling Checks
Approximately 91 minutes:
- Bills vs. Checks?
- When it’s better to ‘Enter Bills’
- When it’s better to ‘Write Checks’
- Consistency
- Entering Checks – the top portion:
- Company Preferences
- 7 critical fields (options and insights)
- Completing the bottom portion (applies to Checks, Bills, & Credit card entries):
- Job costing choices
- Not a job cost
- Splitting costs between jobs and between tabs
- Other actions from the ‘Write Checks’ screen:
- From the top of the screen
- From the bottom of the screen
- Using the ‘Banking/Transfer Funds’ feature:
- When it’s helpful
- Precautions
- Printing Checks and Bill Payments:
- Printer setup choices
- Shared printers and coordination
- Printing multiple checks
- Printing individual checks
- Buying & ordering checks (choices you’ll need to make & ideas to consider):
- Check styles
- Signatures (single vs. double – when to use each)
- Numbering
- Color ideas
- Security features (+ some fun reading references!)
- Envelopes
- Deposit books & stamps
- Support, signature, and filing:
- Printing, preparing, and presenting checks for signature
- How the signing, documentation, and mailing process should work
- Filing your support and check vouchers:
√ Filing recommendations
√ Prior-year files
- Safeguarding funds:
- Controlling your blank check stock
- The owner’s checkbook
- Pre-signed blank checks
- Reviewing for missing or duplicate checks
- Typical problem areas and solutions
$147
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80 More Online Classes for only $197
Covering topics like:
Job-Costing, Construction Accounting, and Profit-Building
