Lesson #63
Manage & monitor accounts payables+
Use the Payables module to not only cut checks for resources, but to also manage and monitor payroll, sales tax obligations, and reward points for clients. In this module, you can:
- Print custodian checks.
- Adjust sales commissions on individual invoices.
- Generate forms and reports pertaining to payroll, including for sales commissions, miscellaneous pay not charged to invoices, and outstanding payables.
- Generate sales tax reports.
- Reward your best customers with points like airlines and credit cards do, based on the business generated by their calls to you. Monitor, adjust, transfer, and redeem points.
Payables functions by name
- Request Checks
- Print Checks
- Fee Checks
- Check Reconciliation
- Sales Commission Report
- Override Sales Commission
- Total Payable Report
- Sales Tax
- Liability Balance Log
- Reward Points Summary
- Reward Points History
- Reward Points Analysis
- Import Check Reconciliation Data
- Bank Reconciliation
TL;DR: Perform payroll and other pay-related tasks.
RB concepts in this lesson
Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.
