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  1. Centerbase
  2. Accounting

Accounting

Accrual-Basis Accounting

  • Accrual-Based Accounting

Banking

  • Changing Check Margins
  • Connecting an Online Bank Account
  • Entering Credit Card Charges Without Online Banking
  • First Bank Reconciliation After Converting to Centerbase Accounting
  • How to make a Bank Deposit
  • How to void a check
See all 10 articles

General

  • Printing 1099s
  • Preparing 1099's in Centerbase
  • Fees Received VS Fee Income
  • Vendor Bill Payments
  • Vendor Accounting Settings
  • Three-Way Trust Reconciliation
See all 19 articles

Trust Accounting

  • Transferring Funds Between Matter Trust Accounts
  • Why is the Trust Balance Tile not Showing the Correct Amount?
  • Trust Account Management
  • How to Disburse Funds from a Client Trust or Retainer Account
  • Turn off Auto-Apply of Trust Payments on Matters

Refunds and Payment Reversals

  • How to Void a Check Outside of a Closed Accounting Period - Operating
  • Processing Client Refunds
  • Vendor Bill Credits and Refunds - Cash Basis

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