JurisÉvolution | Help Center

Finances

All about managing your cash receipts and accounting.

Modify a Customer Payment

Difficulties when Cancelling a Client Refund

Modify a NSF Payment (NSF Check)

Difficulties in Clearing NSF Payments (NSF checks)

Client transactions - Multiple payment

Multiple Payment

Understanding the Multiple Payment Interface

Add a Multiple Payment for a Client

Adding a multiple payment for a payer

Understanding the impact of a multiple payment on the financial summary

Monitoring of accounts receivable (AR) by payer and available reports

Preauthorized withdrawal

Clients Preauthorized withdrawal

Preauthorized withdrawal Clients - Office configuration

Preauthorized withdrawal Clients - Configuration of the matter

Preauthorized withdrawal - Processing

Supplier transactions

Add a supplier payment

Payment Supplier - Generation of payments to be processed directly from accounts payable

Difficulties in Cancelling a Purchase & Pay

Add a supplier purchase

Difficulties when Deleting a Supplier Purchase

Difficulties when Cancelling a Supplier Payment

Difficulties when Deleting a Credit & Refund

Difficulties when Deleting a Supplier Refund

The difference between credit and supplier reimbursement

Electronic Payment

Electronic Payment Suppliers

Electronic Payment Suppliers - Office configuration

Electronic Payment Suppliers - Configure the relevant supplier matters

Electronic Payment Suppliers processing

Payment notifications to suppliers by e-mail

Difficulties when Cancelling a Deposit Slip

Understanding the impact of multiple payments on several matters in the deposit slip

Set up a check template

Import of a general journal entry

Reopen a Bank Reconciliation ⭐

Print or Reprint a Tax Report

General ledger accounts

Grouping of general ledger accounts

Difference when closing a period or financial year