vCon 2019 Financials & Fundamentals Training Overview

Collection-Master
Financials Training

Collection-Master
Fundamentals Training

Q-Law
Financials Training

Q-Law
Fundamentals Training

Internal Files

Menu Navigation

Bookkeeping Menu Overview

Menus Overview

Financial Setup

Internal Data Files

Client Setup

Tables Management

Account Card

New Claim Entry

Understanding Bookkeeping
Screens/Tables –¬† Setup

Client Setup

Posting Payment Transactions

Claim Review

Understanding Bookkeeping
Screens/Tables – Account Level

State Setup

Posting Financial Transaction Options

Diary Codes & Queues

Bank Account & Accounting Codes

Task Code Manager

Retail Reports

Closing & Opening Files

Payments

Inputting Accounts

Retail Utilities

Security

Costs

Account Screens Overview

Daily Reports

Indexing Functions

Reversals

Working Accounts

Monthly Financial Reports

Using the FTP Site

Remittances/Billings – Knowing Which to Use

In Depth Look at the Legal Screen

Commercial Billing Remitting

Processing Remittances

Payment Arrangement (PTP System)

Paper Ledger Card Reports

Miscellaneous Bookkeeping

Call Management

Collection-Master & Financial Help Manuals

Hourly Billing

Basic Document Information

Reports & Other Screens

Document Programming 1

Document Programming 2

Overview and Q&A