Operations
Click the Business Operation in this column
to display the 21st Century Accounting Functions
in the main window to the right.
What is This Ops Map?
Customers
Decide on customer type
Use billing cycles
Manage finance charges
Make data entry faster
Take, fulfill, and invoice an order
Make a sale over the counter
Deposit a counter sale
Record sales made through a cash register
Record customer payments on account
Handle down payments or deposits
Handle regular customer charges
Close a billing cycle
Quickly look up a customer's account
Dunning
Analyze sales
Vendors, Paying bills
Disbursements vs Payables - which method?
Record a purchase and pay later
Record a purchase and pay immediately
Record hand-written checks
Prepare checks to pay outstanding bills
Quickly look up a Vendor's account
Set up regular, recurring expenses
Tracking expenses for 1099 reporting
Bank Accounts
Reconcile bank statements
Transfer funds
Record EFTs
Void checks
Void receipts
Payroll
Standard pay cycle for printing paychecks
Record paychecks issued elsewhere
Extra checks for some employees
Quarterly processing
End of year processing