![]() ![]() I'm going to open this one up, and you will be able to see that … Actually, I have one into here already that you can look at, but I'm going to show you how to actually enter them. From here, to enter costs that you do want to pass through to the clients, so that they appear on their client invoice, so that they reimburse you for these costs, we're going to use the costs and adjustments function. I'm going use the menus across the top here, and I'm going to start over here under our billing drop down menu. Then we're going to talk a little bit about entering the payments you receive from your clients. Obviously our clients have been entered and passed on over to the billing side, the accounting side of our system, so what we're going to talk about today is how we actually come in here and I should say add costs to a client bill, you know, costs that you may have advanced for a client or perhaps soft costs that you're passing onto your clients. We are actually starting here in the Abacus Accounting Program. I'm here today to give you a little bit about entering client cost and another topic, entering client payments. Perri's our accounting specialist here at Abacus Next and will guide us through our training today, so without further ado, I'll hand it over to you, Perri. I'd like to introduce our speaker today, Perri Lafferty. We're going to run for about 15 or 20 minutes, and then we're going to tack on another 10 minutes or so of Q&A at the end. We'll try to answer your questions in the order that we receive them at the end of the presentation. Please feel free to submit your questions through the presentation using the chat panel. I want to thank y'all for signing up for Entering Client Payments and Costs in Abacus Accounting.īefore we get started, just a couple quick housekeeping notes. My name is Andrew Perez, and I'm online content manager here at Abacus Next. Again, good morning, good afternoon, wherever you're joining us from. Thanks for coming and joining us today for our free training Friday. Michelle, Gwen, Jennifer, Jaclyn, Duncan, so many more. If everyone could just please confirm that you can not only hear me, but you can also see our shared screen, go ahead and raise your hand or just give us a shout out on the chat panel. If you would like to request a topic, please email Video Transcript Since then, we have expanded to also provide free Results CRM and OfficeTools Software trainings. About Free Training Friday: Since the beginning of 2017, we have been holding these free, 30-minute training hosted by our industry-leading experts and innovators who will teach you about AbacusLaw, Amicus Attorney and the Abacus Private Cloud. ![]()
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