Training Tasks Group 09 - Purchases and Bill Payment
In darwin, users will enter bills to be paid and pay the bills in the *Bills menu. Training Tasks for Certification of Training Task Group 09 will show users how to navigate different submenus of the Bills menu that will be used for all aspects of Bill Payments.
Due to recent updates of the darwin software, some screens have changed. Please know that the written steps will be accurate, what you see on the video may show a slightly different screen.
It is important to note: Never use the same property or person record for different tests. If a property or person record has already been used by yourself or a co-worker, select a different record to perform your Training Task. Failure to follow these rules will keep either you or one of your co-workers from getting full credit for completing the Training Task.
Recorded and written instruction for each Training Task in Group 09 - Purchases and Bill Payment are found below.
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- 9.11 Enter a payable charged to one office
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- 9.12 Enter a payable charged to all offices
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- 9.13 Enter a payable charged to multiple different agents
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- 9.14 Enter a payable that is charged to both Offices and Agents
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- 9.15 Enter a "Zero payable" to charge Agents for reimbursable expenses
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- 9.16 Enter a Supplier from the Payable screen
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- 9.17 Edit an unpaid payable
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- 9.18 Duplicate a payable
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- 9.19 Enter a Supplier credit
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- 9.20 Delete an Unpaid payable
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- 9.21 Pay Bills
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- 9.22 Make a partial payment on a Bill
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- 9.23 Apply a Supplier credit
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- 9.24 Store Copies of Your Bills Onoine
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- 9.25 Reclassify Expenses
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- 9.26 Billing Group Setup
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- 9.27 Divide Expense Wizard
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- 9.28 Divide Expenses by Agents
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- 9.29 Import Your Bills From Excel