Accounting |
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An alternative view into your finances is available through the Accounting area of WinTOTAL’s desktop billing tool. To access it…
- From desktop billing, click
Accounting in the Navigation pane on the
left.
- Here, in one list, you can see cash flow — both debits and credits — for a
given date range and/or for a client specific filter.
- To filter the list to just debits or credits, choose Paid or Received from the Filter By menu on the left.
- To filter the list of activities to just credits from specific clients, choose the client from the Bill To/Client menu on the left.
- To filter the list to just payments to a staff appraiser, choose the appraiser’s name from the Employee menu on the left.
- To limit the list of debits and credits to a certain range of dates, choose the beginning and ending date using the calendars on the left and then click Update.
- Now, review the list of debits and credits for the account history you
need.
- Click a column header to sort the list of payment activities by that column.
- Select any item in the accounting list and click View Invoice or just double-click the line item to view the invoice behind the line item.
- Click an accounting item and click View Details to view check details, and extended employee or client payment information for any item.
- To record new payments from clients or to employees click the Enter Client Payments or Pay Employees buttons in the toolbar respectively.
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