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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
  • Printing Checks
See all 8 articles

General

  • Preparing 1099's in Centerbase
  • It’s Time to Smooth Out Your Year-End Closing Process
  • Accounting Period Closing Procedures Checklist
  • Fee & Expense G/L Posting Accounts
  • Prepare Now for 2020 1099 Reporting
  • Hard Costs vs. Soft Costs - What's the Difference?
See all 12 articles

Trust Accounting

  • How Do I Void a Trust Check?
  • How to Transfer trust funds?
  • 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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