Foundational classes

Billing - Generating, processing and reporting on client billing

This class covers; 

• Generating client billing
• Reversal billing
• Reviewing and reporting on billing history

Paying - Managing, clearing, processing and reporting on vendor invoices

This class covers; 

• Working with electronic vendor invoices
• Manually entering vendor invoices
• Paying vendor invoices & reversing paid vendor invoices
• Reviewing and reporting on payment history

Specialty classes

Accounts receivable (AR) - Managing, processing and reporting on accounts receivable activity

This class covers; 

• Entering and maintaining client cash receivables
• Managing and reporting on client invoice payment collections
• Run AR financial inquiry to view open & paid items online
• AR reporting

Accounts payable (AP) - Managing, processing and reporting on accounts payable activity

This class covers; 

• Run AP financial inquiry to view open & paid items online
• Write checks
• Check reprint request
• AP reporting

Reports overview - Covering the basics to help you understand how to navigate the reports tool in OX

This class covers; 

• OX reports overview
• Functions buttons
• Recalling/designing/running a report
• Print setup options
• Saving a report
• Where to access the OX reports quick card