Trams Back Office Training Program for the New User - Week 2 - Payments Received and Deposits

Overview

In this week, you are learning to master the following Payments Received and Deposit skills:

• Learn how to enter payments received
• Learn how to make deposits

For visual learners:  Watch the recordings listed below.

For reading learners:  Open the attachment to read the training content. The attachment is a PDF document located under the Related Links at the bottom of this article.

For both learners:  It's important to practice what you learn!  Once you have watched the recordings and/or read the attached document, move down this page to the practice exercises and skill enhancements.  

Recordings to watch:

• Payment Menu – 4 minutes
• Client Payment Received – 8 minutes
• Vendor Payment Received – 11 minutes
• Creating Deposits – 8 minutes
• Query for an Existing Payment – 5 minutes

Training Assignment

• Time to Practice: Follow the above steps to create more payment receipts and deposits until you are comfortable

Learning Basic Payments and Deposit Skills Additional Resources

Here is a list of additional resources available from Trams and ClientBase Products and Services to help you learn basic profile skills:

• From the Trams Back Office program, click Help > Trams Help to open the Help Files.
• In the Payments chapter, read sub-chapters:
  • Payments Received or Made
  • Payments Received From (or Made To) Clients
  • Payments Received from Client (Steps).

Additional Recordings

• Receive Client Payment with No Invoice – 4 minutes
• Receive Vendor Payment with No Invoice – 4 minutes

Related Articles:

Trams Back Office Training Program for the New User - Overview

Trams Back Office Training Program for the New User - Week 1 - Profiles and Invoices

Trams Back Office Training Program for the New User - Week 3 - Payments Made and Withdrawals

Trams Back Office Training Program for the New User - Week 4 - ARC/BSP/IAR Reconciliation

Trams Back Office Training Program for the New User - Week 5 - Finalizing Month End