NewsProductsSupportDownloadsTrainingWebEx
Back To Home
Home
ClientBase
TRAMS Back Office
TRAMS for DOS
TCR

PrintPrintable




Learn How to Setup TRAMS Recorded Trainings
Section III - Class 1: Payment Query Download
Designed for:
Bookkeeper		 Time:
5.41 minutes
Description:
Detailed review of the query capabilities to search for an existing payment.

Level: All Users
Suggested class order: 1
Section III - Class 2: Deposit Download
Designed for:
Bookkeeper		 Time:
1.33 minutes
Description:
Review of the steps to make bank deposits.

Level: All Users
Suggested class order: 2
Section III - Class 3: Withdrawal Download
Designed for:
Bookkeeper		 Time:
1.20 minutes
Description:
Review of the steps to make bank withdrawals.

Level: All Users
Suggested class order: 3
Section III - Class 4: Bank Transfers Download
Designed for:
Bookkeeper		 Time:
3.27 minutes
Description:
Review of the steps to make bank transfers.

Level: All Users
Suggested class order: 4
Section III - Class 5: Reconciliation - Agent Download
Designed for:
Bookkeeper		 Time:
6.10 minutes
Description:
Review of the steps to process agent payments including how to designate invoices to be paid, entering a payment and running a report.

Level: All Users
Suggested class order: 5
Section III - Class 6: ARC/BSP Settlement Download
Designed for:
Bookkeeper		 Time:
7:35 minutes
Description:
Review of the steps to do an ARC/BSP Settlement.

Level: All Users
Suggested class order: 6
Section III - Class 7: Bank Reconciliation Download
Designed for:
Bookkeeper		 Time:
9.09 minutes
Description:
Review of the steps to do a bank Reconciliation

Level: All Users
Suggested class order: 7
Section III - Class 8: Payment Received Download
Designed for:
Bookkeeper		 Time:
8.40 minutes
Description:
Review of the steps for creating a Payment Received

Level: All Users
Suggested class order: 8
Section III - Class 9: Payment Made Download
Designed for:
Bookkeeper		 Time:
13.20 minutes
Description:
Review of the steps for creating a Payment Made

Level: All Users
Suggested class order: 9
Section III - Class 10: FAQ: How to Use the Invoice Selection Criteria In Payments Download
Designed for:
Bookkeeper		 Time:
4.37minutes
Description:
Save lots of time using Invoice Selection Criteria area to find a specific invoice or group of invoices.

Level: All Users
Suggested class order: 10
Section III - Class 11: Adusting Client Balances/Cleaning up the Client Balance Report Download
Designed for:
Bookkeeper		 Time:
3.57minutes
Description:
Correct way to remove/write off a client balance and adjust Client Balance Core Report.

Level: All Users
Suggested class order: 11
Section III - Class 12: FAQ: How Do I Make Out a Check to a Name and Address that differs from the Profile Name and Address? Download
Designed for:
Bookkeeper		 Time:
2:12 minutes
Description:
Make out a check to someone with a name and address that differs from the profile name and address.

Level: All Users
Suggested class order: 12
Section III - Class 13: CC Merchant Reconciliation Download
Designed for:
Bookkeeper		 Time:
5:29 minutes
Description:
Manually designate items that have cleared your CC Merchant account.

Level: All Users
Suggested class order: 13
Section III - Class 14: Operating Payable Download
Designed for:
Bookkeeper		 Time:
3.30 minutes
Description:
Learn how to set up payables if you use accrued liabilities.		 Level: All Users
Suggested class order: 14
Section III - Class 15: Recurring Payables Download
Designed for:
Bookkeeper		 Time:
6:40 minutes
Description:
Use date formulas to set up recurring payables if you use accrued liabilities, so you only have to set them up one time.		 Level: All Users
Suggested class order: 15
Section III - Class 16: Daily Routine Download
Designed for:
Bookkeeper		 Time:
16:58 minutes
Description:
Suggested Daily bookkeeping routine for TRAMS Back Office users		 Level: All Users
Suggested class order: 16
Section III - Class 17: Agent Adjustment & Query Download
Designed for:
Bookkeeper		 Time:
4:42 minutes
Description:
Learn 2 ways to make agent adjustments to agent checks and how to query for these adjustments		 Level: All Users
Suggested class order: 17
Section III - Class 18: Pegasus/NPC Import Download
Designed for:
Bookkeeper		 Time:
14.6 minutes
Description:
By using an imported file from Pegasus/NPC, reconcile these entries automatically in TBO.		 Level: Intermediate
Suggested class order: 18
Section III - Class 19:Adjusting Vendor Balances/Cleaning up Vendor Balance Core Report Download
Designed for:
Bookkeeper		 Time:
5.4 minutes
Description:
By using an imported file from Pegasus/NPC, reconcile these entries automatically in TBO.		 Level: All Users
Suggested class order: 19
Section III - Class 20:Entering Payroll into TBO Download
Designed for:
Bookkeeper		 Time:
3.53 minutes
Description:
Enter payroll checks and journalize entries in TBO.		 Level: All Users
Suggested class order: 20
Section III - Class 21:FAQ: How do I use an Agency Credit Card to Pay for Office Expenses Download
Designed for:
Bookkeeper		 Time:
2.43 minutes
Description:
Correct way to use an agency credit card to pay and track office expenses in TBO.		 Level: All Users
Suggested class order: 21
Section III - Class 22: FAQ:In TBO How Do I Correct an ARC/BSP Settlement That Was Under Authorized Download
Designed for:
Bookkeeper		 Time:
3.46minutes
Description:
Steps to adjust an ARC/BSP Settlement that was submitted with an amount that was not enough.		 Level: All Users
Suggested class order: 22

View a listing of all our Recorded Trainings



What did you think about the information in this page?
Rating: (Poor) 1 2 3 4 5 (Great)
Comment:
Google Keywords