Training Task Group 13 - Banking
In darwin, all deposits, "handwritten" checks and Bank account Reconciliation will be in the Banking menu. Training Tasks for Group 13 will show users how to add and Post deposits, checks and how to start and finish a bank account reconciliation.
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 13 - Banking are found below.
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- 13.11 Enter a handwritten check
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- 13.12 Enter a deposit that IS NOT Undeposited funds
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- 13.13 Start a bank reconciliation
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- 13.14 Work on a bank reconciliation
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- 13.15 Store Bank Deposit Receipts Online
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- 13.16 Link your company credit cards to darwin.Cloud
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- 13.17 Create single line expense rules ( expense to one gl account & one office ) or a multi-line rules (expense to multiple gl accounts and multiple offices )
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- 13.18 Create Billing group rules. Used to spread an expense to a group of offices
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