Training Tasks Group 11 - Accounts Receivable
In darwin, Accounts Receivable functions are entered and found in the Sales menu. Training Tasks for Certification of Training Task Group 11 will show users how to navigate different submenus of the Sales menu that will be used for all aspects of receiving full and partial 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 11 - Accounts Receivable are found below.
Please note: If you have more than one company in darwin you will need to click the search magnify glass to select a company before any payments will display
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- 11.11 Pay an Agent bill in full
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- 11.12 Partially pay an open Invoice
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- 11.13 Add an Agent Overpayment
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- 11.14 Apply an Overpayment/Credit
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- 11.15 Navigate from Add Payments to an Invoice and use: Pay Now.
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- 11.16 Record Deposit of Agent payments.
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- 11.17 Fix Check Numbers on Payments
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