Curriculum

Accounting Fundamentals

• Accounting 101: Understanding accounting debits & credits

• Create a refund adjustment invoice and issue a refund

• General Ledger Account settings

• General Ledger Account settings - Bulk Edit GL Accounts Section

• General Ledger Account settings - Merge GL Accounts Section

• Accounting FAQ

Invoicing

• Enter technician commission, job splits, and spiffs for a job or project

• When does customer balance update?

• Create an Invoice Items report

• Cancel a job

• Automatically generate invoice email using Titan Intelligence

• Why are my transactions not showing up in the batch?

• Create an adjustment invoice to clear or correct the invoice balance

• Office Audit Trail report template and View job history

Payments

• Setup invoice signature settings

• Collect a payment

• What kind of checks can I use mobile check capture for?

• Accounting Permissions

• Which payments will get auto-batched?

• Understand Accounting Audit Trail

• Use Customer Payments and Bank Deposits modules with the Transaction Hub

• Understand the Transaction Hub

• Can I transfer a payment credit from one customer to another?

• Unapply a payment credit

Pricebook Accounting Fundamentals

• Create and manage categories and subcategories in Pricebook

• Add and edit items with the Pricebook Excel template

• Create estimate templates

• Add services to your pricebook

• Add materials to your pricebook

• Add equipment to your pricebook

Month-End

• Accounting - FAQ

• Accounts Receivable Reconciliation

• Use Customer Payments and Bank Deposits modules with the Transaction Hub

Accounting Integrations - Intacct

• Touchless Integration overview

• Understand data mapping in Intacct

• Intacct - FAQ