Section: Bookkeeper & Accountant
Nicole is the numbers person. She handles everything to do with money; is the contact person with financial institutions and vendors. Nicole is responsible for reporting, both day to day, and monthly statements on how the firm is performing. Bookkeeper and Accountant presents the world of general and trust banking within a law firm, how to manage vendors and accounts, maintaining the general ledger and producing financial statements, and performing month end and year end procedures.
PCLaw 14 OnDemand Training
This session is one section out of four based on a user’s role in the PCLaw 14 OnDemand Training. The PCLaw 14 OnDemand training sessions will demonstrate fundamental concepts, and techniques to enable the user to perform PCLaw 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. For top to bottom coverage you are welcome to register for all four sections of the training.
Lessons Available in this Suite:
• General Check
• Creating Trust Checks
• Creating Trust Receipts
• New Payables
• Processing Payables
• Email Templates
• Trust to General Transfer
• Ongoing Bank Rec
• End of the Month
• End of Year
Daily Tasks
• Receipt (Trust)
• Check (Trust)
• Check (General)
Accounting
• New Payable
• Open Payable
• Process Payable
• Check (General)
• Transfers
End of Year
• Bank Reconciliation
• G/L Statements
• End of Month
• End of Year
General Setup
• System Settings
Accounting Setup
• Bank Accounts
Average class length is 2 hours. Recording features interactive components and duration will be different for everyone.
Other Sessions for PCLaw 14 OnDemand training include:
For a more targeted learning path you may concentrate on only one section based on role.