Home / Course catalog / AbacusLaw Tier 1 Training / AbacusLaw Accounting Training

Heritage Training → AbacusLaw Tier 1 Training

AbacusLaw Accounting Training


Content
  • Company Preferences
  • Company Preferences : General Tab part 1
  • Company Preferences : General Tab part 2
  • Company Preferences : Check Types
  • Company Preferences : Address Info
  • Company Preferences : Credit Card Setup
  • New Matter Defaults
  • Company Preferences Quiz
  • Workstation Options
  • Workstation Options : Display/Printing
  • Workstation Options : Data Entry
  • Workstation Options : Miscellaneous
  • Email Settings
  • Spell Check Settings
  • Workstation Options Quiz
  • Codes In Accounting
  • TimeKeeper Codes
  • Adding/Editing Timekeeper Codes
  • Expense Codes
  • Adding/Editing Client Expense Codes
  • Activity Codes
  • Adding/Editing Activity Codes
  • Time Ticket Codes
  • Adding/Editing Time Ticket Codes
  • Task Based Billing Codes
  • Adding/Editing Task Based Billing Codes
  • Billing Format Codes
  • Standard Billing Format Codes
  • Adding/Editing Billing Format Codes : General Information Tab
  • Adding/Editing Billing Format Codes : Reporting Options Tab
  • Adding/Editing Billing Format Codes : Format Options Tab
  • Accounting Codes Quiz
  • Adding Matters to Accounting
  • Sending a Matter from Law to Accounting.
  • Accounting Data for Matter Window
  • Adding Matters to Accounting
  • Adding Matters to Accounting Quiz
  • Matters in Accounting Quiz
  • Matter Details
  • Matter Browse
  • Matter Maintenance : General Tab
  • Matter Maintenance : Billing Tab
  • Matter Maintenance : Rates Tab
  • Matter Maintenance : Address Tab
  • Matter Maintenance : Fee Sharing Tab
  • Matter Maintenance : CC Info Tab
  • Matter Maintenance : Payment Schedule Tab
  • Matter Details Quiz
  • Adding Time & Costs
  • Overview of Time Tickets
  • Entering Time Tickets from AbacusLaw
  • Adding Time Tickets in Accounting
  • Overview of Costs and Adjustments
  • Adding Costs and Adjustments
  • Time & Costs Quiz
  • Trust Account
  • Overview of Trust Deposits
  • Managing IOLTA
  • Adding Trust Deposits
  • Matter Trust Activity Ledger
  • Overview of Processing Trust Checks
  • Trust Demand Check Writer
  • Trust Check Requests
  • Processing Trust Check Requests
  • Automatic Trust Transfers
  • Trust Quiz
  • Billing Process
  • Billing Process Overview
  • Steps in the Billing Cycle
  • Understanding Billing Templates
  • Customizing Billing Templates
  • Overview of Pre-Bills
  • Pre-Bill Example
  • Overview of Print Bills
  • Print Bill Example
  • Statements of Account
  • Statement of Account Example
  • Post Bills
  • Unposting Bills
  • Automatic Trust Transfers
  • trust payments on invoices
  • Overview of Client Payments
  • Adding Client Payments by Matter
  • Adding Client Payments by Matter part 2
  • Client Payments by Matter Video
  • Client Payments Video by Client
  • Billing Process Quiz
  • Refunds & Voiding Checks
  • Deleting vs Reversing Transactions
  • Handling Bounced Transactions
  • Refunding Clients
  • How to Refund a Client
  • Client Refund Video
  • Voiding Checks
  • Voiding APX Credit Card Transactions
  • Voiding APX Trust Deposits
  • Refunds and Voiding Quiz
  • Accounts in Abacus Accounting
  • Overview of Accounts
  • Debits and Credits On Accounts
  • Chart Of Accounts
  • Add/Edit Accounts
  • Accounts Quiz
  • Split Billing
  • Overview of Split Billing
  • Setting Up Split Billing
  • Adding and Processing Time and Costs for Split Billing Matters
  • Printing & Posting Split Bills
  • Split Billing Quiz
  • Accounts Payable
  • Overview of Recurring Payables
  • Adding & Editing Payables
  • Merging Recurring Payables
  • Accounts Payable Quiz
  • Online Banking Input
  • Online Banking vs Direct Banking
  • Online Banking Import
  • Direct Banking Configuration
  • Online Banking Quiz
  • Journal Entries
  • Overview of Journal Entries
  • Adding & Editing General Ledger Journal Entries
  • Adjusting Trust Activity
  • Journal Entries Quiz
  • Closing Months & Years
  • Month End Closing
  • Unclosing A Month
  • Year End Closing
  • Closing Months / Years Quiz
  • Bank Reconcilations
  • What is Operating Account Reconciliation?
  • Troubleshooting Operating Account Reconciliation
  • What is Trust Account Reconciliation?
  • Troubleshooting Trust Account Reconciliation
  • Reconciling Bank Accounts
  • Bank Reconciliation Quiz
  • APX
  • APX
  • Pay Now Training
  • APX Quiz
Completion rules
  • All units must be completed