Billing Platform

JANUARY 17, 2023

Think Microsoft Excel. While Excel is certainly more efficient and accurate than paper ledgers, it’s a stretch to say it delivers automation. Simplify collections In a perfect world, payments would be received on time, but as you know that’s not always the case. Is software and automation synonymous?

Billing 52

Billing Microsoft Excel General Ledger Collections 52

Jetpack Workflow

AUGUST 24, 2023

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. Reconcile Cash and Receipts At the end of each day, reconcile all cash payments and payment receipts received in the general ledger to get a good idea of each client’s cash balance.

Reconciling 52

Reconciling Accounting Accounting Payroll 52

Future Firm

JULY 11, 2023

Advanced skills in Microsoft Excel for data analysis and financial modeling are highly valued. Handle accounts payable and accounts receivable functions, including invoice processing and collections. Technical Skills Proficiency in common accounting software like QuickBooks or Xero is essential.

Accounting 40

Accounting Accounting Financial Analysis Financial Records 40

Cloud Accounting Podcast

APRIL 28, 2020

But what if late in the middle of the night, somebody from my billing team realizes that they're not gonna collect cash; they wanna reverse an entry, cancel a contract, book something in my deferred revenue account? They'll look for the $25 million in the Excel workbook. If you think about it, Microsoft Excel is just lite programing.

Auditing 40

Auditing Accounting Accounting XERO 40

Cloud Accounting Podcast

JUNE 23, 2020

The Treasury Inspector General estimates that the IRS could collect $45.6 If you're pushing data, why [00:43:00] not push it into your own general ledger? You can by joining Steve Chase's Excel Bootcamp. Because the IRS isn't coming after them. It's just kind of crazy to me. GLs are becoming banks. to 4:30 p.m.

QuickBooks 40

QuickBooks Computation XERO Tax 40

Cloud Accounting Podcast

JUNE 16, 2020

David Leary: [00:05:06] All right, so, Wave Accounting, which we've talked about before, they got purchased by H&R Block; last year, sometime, they got acquired. Blake Oliver: [00:05:13] They're an accounting application, like general ledger, right? David Leary: [00:05:15] That's correct. You could start using it for free.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40