Job Aids
Sets of clear, step-by-step instructions for people doing specific jobs
Accounts Payable Officer
Shipping Officer
Accounts Receivable Officer
Sales Consultant
Receiving Officer
Chief Financial Officer
- Managing General Ledger Accounts and Subaccounts
- Configuring the Financial Year and Financial Periods
- Managing the Financial Year and Financial Periods
- Working with Ledgers
- Preparing Budgets
- Reviewing Accounts Balances and Details
- Generating Recurring Transactions
- Managing Allocations
- Reviewing Financial Statements and Accounts Receivable Reports (Chief Financial Officer)
- Reviewing Accounts Payable Reports (Chief Financial Officer)
- Managing General Ledger Transactions