Basic Accounting

This 18-minute, pre-recorded training webinar goes over the basic accounting functions in Agency Matrix. After this webinar, you'll be able to...

  • Post and check deposits
  • Run a direct bill sweep report
  • Cut checks with account current

 

To view the Agency Matrix training library, click here. If you have questions about this or our other training webinars, please join our live Q&A webinar. Click here to see upcoming dates and times.  

Previous Article
Reporting
Reporting

Click to learn how to pull and schedule reports in Agency Matrix.

Next Article
TurboRater Integration
TurboRater Integration

Click to learn how to bridge from Agency Matrix to TurboRater and back again.