4. Advanced Accounting and Reporting
- What are Passthrough Accounts and How do they Work?
- How is the Income on the Cash P&L determined and does it compare to the Receive Money window?
- Ways to troubleshoot a discrepancy / error in a report
Automatic Bank Feeds
- How do practice bank feeds work?
- Connecting a bank feed to SILQ
- Tips & Tricks to know before connecting or using a Bank Feed
- How often does SILQ receive data from a Bank Feed?
- How do I know when there are new transactions to reconcile in a bank feed?
- Add a spend money or receive money transaction while reconciling a bank feed
- Delete/Dismiss an account transaction while reconciling a bank feed
- Unlink, Delete or Rename a Bank Feed Account
- How do you reconcile a bank feed?
Chart of Accounts
Xero Integration
Reports
- Invoices Issued
- Individual Matter Financials
- Aged Matter Summary
- New Clients
- Top Clients
- Last Time Entered
- Sundry Summary Report
- Disbursement Summary Report
- Cash Profit and Loss Report
- Trust Reports
- Accrual Reports