If you’ve been using Juris to set up vendors, process payment vouchers and print checks for any length of time, you will come across tricks and tools that make your daily processing easier. Come to this 2-hour Instructor-led session designed to evoke a tips and tricks discussion among participants. AP best practices will be shared by the Instructor to help improve efficiency, and hands-on practice of those tips also be incorporated. Topics include:
Vendor Setup
- Set Up 1099 Information
- Choose Defaults
- Vendor Note Cards
- Vendor vs. AP Groups
- Inactivate Old Vendors
- Handling Duplicate Vendors
Payment Vouchers
- Expense Narrative Auto-Fill
- Preferences
- Edit Vendors On-The-Fly
- Voucher Date vs. Invoice Date
- Recurring Vouchers
- Negative Vouchers
Check Management
- Change Payment Amount
- Create Vendors On-the-Fly
- Choose Carefully When Voiding
- Create Trust Vendors
- Cut a Trust Check before Receipt of Funds