table of contents
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Accounts Receivable
Procedures
Accounts Receivable Procedures
Balancing Receipts/Cash Receipts
Adding/Updating Clients
Generating Payments
Separating Cash Customers
Exporting out of Primus
Import into Microsoft Dynamics SL
Paying Non Subscriber/ Subscriber Invoices
Creating Manual Invoices
(Subscriber Dues, Lost Badges, Credit Memos)
Payment Processing Procedures
Accounts Payable
Procedures
Accounts Payable Procedures
Vendor Invoice Entering
Vendor Invoice Payment
Setting Up Recurring Invoices
Generating Recurring Invoices
Cars - Originating a CAR
AP-Cutting Checks & Voiding A Check
Removing Invoices From Payables
Financial Reporting
Financial Reporting
Chart of Account Listing
General Ledger/Ledger detail Report
General Ledger/ New Chart Accounts
Trial Balance/ Balance Sheet
Income Statement
AR /AP Aging Reports
Electronic Document Management System-EDMS
Electronic Document Management System
Indexing Onsite/
Specialized/Best Rosters
Scanning
Adding New Vendor /Client Company
Daily Report/ Paid Invoices
Accounting Period Ending
Accounting Period Ending
Accounts Receivable/Past Due Clients/ New Subscriber Client Policy
Accounts Payable
General Ledger
CPA Quarterly Review & Additional Procedures
Payroll Time
Reporting
Payroll Time Reporting
Customer Service
Customer Service Procedures
Opening Procedures
Scheduling Procedures
New Client Set-up
Check in Procedures
Check out Procedures
Closing Procedures
Operator Qualification Courses
Other Procedures
Temporary Staffing Employee Procedures
Customer Service Receipts (Deposit)
Payment Receipts and Deposit Procedures
Credit Card Transactions
Cash Drawer-Single Payment
Cash Drawer-Group Payments
Cash Drawer-Miscellaneous Payments
Lost Badge Procedures
Open and Closing Deposits
Change Procedures
CBT/Lab Procedures
CBT Procedures
Opening and Closing
Starting Classes
Other Things to Note
General Rules
Cheating Policy
Sleeping Policy
Basic Plus Class Testing Procedures
SSV/Background
Screen Procedures
SSV/ Background Procedures
Account Set up and Client Enrollment
ISTC Portal
International searches
Residential Accounts
Online Scheduling Agreements and Screening Administrator Change
