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Internal General Ledger Basic Training

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Course Outline

Course Overview

This one hour session is designed to be utilized by the user looking for basic training on the functionality of the PropertyBoss Internal General Ledger. The user will receive the basic knowledge on how the PropertyBoss Internal General Ledger works, how to setup the defaults for printing checks, the Chart of Accounts, and other various defaults used within the General Ledger.

Course Outline

Basic Overview

  • General Ledger capabilities
  • Setting up an accounting file

Managing Your Chart of Accounts

  • Creating and customizing accounts
  • Organizing your chart of accounts

Making Deposits

  • Tracking deposits
  • Managing bank account deposits

Paying Bills and Printing Checks

  • Grouping bills for payment and paying bills (including printing checks)
  • Applying discounts and credits

Reports

  • Customizing report layouts
  • Report criteria and running reports

Budgets

  • Creating a budget
  • Running budget reports

Course ID: SvcWeb51

This one hour session is designed to be utilized by the user looking for basic training on the functionality of the PropertyBoss Internal General Ledger. The user will receive the basic knowledge on how the PropertyBoss Internal General Ledger works, how to setup the defaults for printing checks, the Chart of Accounts, and other various defaults used within the General Ledger.

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