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

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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