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Accounting

Accounting

Managing accounting in BindHQ

Navigating the Accounting General Tab

Managing a financial close in BindHQ

Financial Statements

Using the Balance Sheet Report

Using the Income Statement Report

Using the Trial Balance Report

Accounting Reports

Accessing and Browsing Accounting Reports

Using the Agency Payables (Direct Bill) Report

Using the Agency Payables (Agency Bill) Report

Using the Carrier Payables Report

Using the AP Aging Detail Report

Using the AP Aging Summary Report

Using the “Customer Statements” Report

Generating an Agency Statement

Using the AR Aging Detail Report

Using the AR Aging Summary Report

Using the Total Receivables Report

Using the “Line Items as Collected” Report

Using the 1099 Report

Using the Audit Report

Using the [Retail] Agency Commission Report

Using the Check Register Report

Using the Payables Report in Accounting Tab

See more

Accounts Receivable

Using the Browse & View Invoices Page

Using the Invoice Detail Page

Using the Browse & View Credits Page - Individual Invoices

Using the Browse & View Credits Page - Credit Memos

Using the Browse & View Receipts page

Using the Record a Receipt page

Using the Receipt Detail page

See more

Accounts Payable

Navigating Accounts Payable

Using the Create a New Bill page

Using the Browse & View Bills page

Using the Bill Detail Page

Using the Create a New Bill Credit page

Using the Browse & View Payments page

Using the Bill Credit Detail page

Using the Make a New Payment page

Using the Browse & View Payment Batches Page

Using the Payment Detail page

Using the New Tax Reconciliation Page

Using the Browse & View Tax Reconciliation Page

See more

Journals

Using the Create a New Journal Page

Using the Browse & View Journals page

Using the Browse & View Offsets [Listing] page

Using the Offset Detail Page

Using the Browse & View Voids Page

Using the Void Detail page

See more

Bank

Using the Record a Deposit Page

Using the Browse & View Deposits page

Using the Browse & View Line Items Page

Using the Browse & Configure Banks Page

Using the Browse & Configure Bank Accounts Page

Using the Browse & View Check Batches page

Using the Browse & View Bank Reconciliations Page

Using the Create a Bank Reconciliation page

Using the Browse & View ACH Batches page

See more

Suppliers

Using the Browse, View, & Edit Suppliers page

Using the Add a New Supplier Page

Adding, Editing, Managing a Finance Company

G/L Account Admin

Using the Add a New Account Page

Using the Browse & View Accounts Page

Using the Browse, View & Edit Posting Periods Page

Posting Rules

Using the Create a New Payable Rule page

Using the Create a New Receivable Rule page

Using the Browse & View Posting Rules Page