Accounting

Accrual-Basis Accounting

• Accrual-Based Accounting (currently in Beta)

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
• Printing Checks

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General

• Preparing 1099's in Centerbase
• Prepare Now for 2020 1099 Reporting
• Unallocated Fee Income Account
• Processing Vendor Bill Credits and Refunds - Cash Basis
• Setting Accounts Inactive
• Account Number Segmentation

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Trust Accounting

• 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

• Processing Client Refunds