Once upon a time, end of year procedures involved copying your products and billing items. The Copy utility was great, it had a lot of cool features, and it would make your life a lot easier if it was correctly used. Think of it as the DeLorean of processes...
Here's the scenario: You have a list of charges or financial aid to enter. You're a pro at this process so you jump right in, but the Item/Description drop-down is blank or does not show the billing item. What do you do now? Well, there are many...
If you have ever wondered how much revenue you receive based on product, this is the post for you. You can filter the Transaction List to subtotal and summarize for each product and billing item. Here's how: Create a new Transaction List . On the...