Business License Refresher Training
Overview
Refresher training is a quick way to brush up on your Business License skills or if you're new, an easy option to learn how to use the Business License app.
2018
2018 Business License Refresher Training (1h31m)
Click the link to launch the webinar and then use the topics below to navigate to the topic's time marker.
Section |
Topic |
Time Marker |
Organization |
|
00m32s |
|
Default Settings (Contact information, Keep x Years of History, Payment Allocation Method) |
00m50s |
|
General Ledger Interfaces (Interface, Update Method, and Update Payments) |
03m05s |
|
Passwords |
06m31s |
|
Tracking |
07m12s |
|
User-defined Fields |
09m14s |
|
Notes |
12m18s |
Business Activities |
|
13m07s |
|
Adding new business activity |
13m36s |
Frequencies |
Examples of different frequencies and how they work |
14m24s |
Rates |
Examples of regular, override, and penalty rates. |
18m37s |
License Types |
|
25m11s |
Owners |
|
31m16s |
Update General Ledger |
|
1h34m07s |
Forms |
|
34m38s |
Businesses |
|
35m24s |
|
Setup New Business |
36m13s |
|
Modify Existing Business |
40m19s |
|
Options (Enter Manual Billings default setting, Auto-increment business number, ) |
36m56s |
|
Business Tax Collection fields (License Status and Tax Status) in Modify Existing Business (how it works) |
43m57s |
|
Alert Message |
44m52s |
|
Properties |
45m24s |
|
Owners (primary owner, adding to a business)) |
45m27s |
|
Manager (adding to a business) |
47m01s |
|
License (adding to a business, assigning a rate, ) |
47m29s |
|
Enter Manual Billings |
51m16s |
|
Search functions (new features) |
55m43s |
|
Enter Payment Adjustments (reversing vs. refunding payment to transfer payment from one account to another)) |
1h02m52s |
|
Update License Information (changing rates, employee number, etc.) (Business License Update Methods PDF) |
1h20m28s |
|
Calculate Billings |
1h28m22s |
|
Calculate Penalty Billings |
1h38m58s |
|
Import Business License |
1h37m16s |
Inquiry |
|
52m01s |
Search |
New features |
55m43s |
Look up |
New Features |
59m05s |
Show Related Accounts |
Master contacts (using related accounts to troubleshoot) |
59m50s |
Steps Checklist |
e-Checklist |
1h07m08s |
Reports |
|
|
|
Printing business certificates for paid licenses |
1h22m06s |
|
Printing renewals |
1h25m12s |
|
Billing Register |
1h31m29s |
|
Aging Report |
1h32m08s |
|
Transaction Summary Report |
1h33m09s |
|
Transaction Register |
1h34m28s |
|
Business License/Forms |
1h35m35s |
Published 24Oct2018
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