As the CFO or finance director in your firm, you most likely oversee the strategic finance, cash flow control, reporting, and compliance aspects of your business. You may coordinate all billing, AR, collections (aged receivables) workflows, making sure your firm is fiscally solvent.
The following article provides information on how you can use Actionstep to complete these tasks.
Getting Started
First, these topics can help familiarize you with Actionstep and help you get your profile set up:
Getting to Know the 'My Profile' Page
Setting Up Personal Email Mailboxes
Using the Quick Search Box to Search for a Matter or Contact
Using Actionstep and Where to Find Help
Requesting Help from Actionstep Support
Accounting Overviews
Introduction to Actionstep Accounting
Tips and Tricks for Using Xero or QuickBooks with Practice Pro + Accounting
Setting Accounting Preferences
Setting Your Main Accounting Preferences (Admin)
Configuring Your Billing Settings
Multi-Currency/FX Billing Configuration
Accessing Actionstep Accounting Preferences
Setting Up Accounting System Restrictions
Setting Your Accounting Financial Dates
Setting Up Your Client Receipt Preferences
Setting Up Your Supplier Payment Settings
Customizing Your Accounting Terminology
Setting Up Invoice Payment Terms
Working with Tax Codes and Rates
Setting Up Auto-Numbering for Accounting
Setting Up Custom Billing Cycles
Setting Your Numbering Sequence for Invoices, Quotes, Etc.
Working with the Accounts List
Getting to Know the Accounts List
Adding a General Ledger Account
Linking Bank Accounts in the Accounts List
Performing Month-End or Year-End Tasks
Completing a Bank Reconciliation
Reviewing the Month-End Process Checklist
Understanding the Year-end Process in Actionstep
Generating Financial Statements
General list of accounting-related reports
Income Statement (or Profit and Loss) Report
Trust / Client Cash Book Report
Trust / Client Matter Balances Report
Trust / Client Account Ledgers Report
Working with Budgets
Consolidated Budget Analysis Report
Taxes
Working with Tax Codes and Rates (Admin)
Financial Performance Analysis
Multi Matter Profitability Report
Fee Earner Productivity Report
Cash Accounting
Setting Up for Cash Accounting
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