This fourth video in the Accounting Overview series describes how to set up particular functions in CircuiTree such as electronic check/credit card processing, cost centers, and AR categories. It guides you through the software and shows you where to set up the necessary pieces in the configuration section. Each individual configuration option will also have its own instructional video in case you need further detail.
0:00 – 0:25 Introduction
0:25 – 1:16 AR Categories Overview
1:16 – 2:30 Discounts Overview
2:30 – 3:55 Scholarship Overview
3:55 – 6:42 Electronic Payments Overview – paper checks, cash, ACH, or Credit Card
6:42 – 7:33 Company Payment Processors
7:33 – 8:07 Cost Centers Overview
8:07 – 8:50 Assign GL Codes Overview
8:50 – 9:35 Closing
Return to the Accounting Training page for more helpful instructions.