Goal: These web-based training sessions will demonstrate fundamental concepts, and techniques to enable the user to perform Billing Matter® basic user level tasks. Users with a current Annual Maintenance Plan (AMP) have unlimited free access to this training for the length of their subscription.
Table of Contents:
• Overview of Billing Matters
• Billing Preferences
o Setup
o Program Level Settings
o Billing Templates
o Phrases Funds Actions
o Rates Arrangements A/R
• Simple Billing
o Bill Express
o Create Bill
o Invoice List
• Bill Flow Manager
• Time & Expense
o Add Bill Item
o Timesheet
o Bill List
o Quick Items
• Payments and Transactions
o Transactions Overview
o Credits, Write offs & Reverse Payments
o Deposits
o Trust Funds
o Payments
• Reporting
o Standard Reports
o Report Designer Properties
o Report Designer Toolbar
o Report Designer Data Fields.