For Accounting and Finance administrator users of Accrisoft Freedom we recommend you watch the following video lessons in addition to the Beginners Syllabus:Accounting Module
The Accounting Module in Accrisoft Freedom integrates with your membership, online sales, and offline business.
Here you can generate comprehensive Accounting Reports, track Deferred Revenue & in-kind Trades, and map your transactions to your Chart of Accounts.
Accounting Module - Batching
The Accounting Module provides a Batching function where financial transactions can be automatically placed into logical batches on a scheduled bases.
From there you can review the transactions to ensure they are associated with the proper General Ledger codes, move transactions among batches and create additional batches to facilitate a efficient business workflow.
From there you can review the transactions to ensure they are associated with the proper General Ledger codes, move transactions among batches and create additional batches to facilitate a efficient business workflow.
- Batching - The Unapproved SubTab, Part 1
- Batching - The Unapproved SubTab, Part 2
- Batching - The Manager SubTab
- Batching - The Mapping SubTab
Invoices Module
The Accrisoft Freedom Invoices Module allows users to create, modify, delete and report on their customer's invoices.
This course provides the information needed to view and manage invoices, add invoice line items, take action on groups of invoices and even how to efficiently send them to customers by email or regular postal mail.
This course provides the information needed to view and manage invoices, add invoice line items, take action on groups of invoices and even how to efficiently send them to customers by email or regular postal mail.
Cash Receipts Module
The Cash Receipts Module (formerly the Payments Module) provides several ways to accept and record payments for an invoice.
You can process payments automatically, you can manually process credit card payments, or, if you receive cash or a mailed check, you can reconcile it against an invoice.
The Cash Receipts Module also gives you the ability to issue Refunds and add Credit Memos. You can also research your cash receipt details, and track in-kind trades.
After watching these videos you can scan through all the topics here and watch any other videos that interest you: