Purchase Orders Archives - The Workflow Academy

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Watch This Video to See If You Know Enough to Skip This Course!

The Basics – How to Make and Spend Money 6 Topics

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Introducing our Use Case

Items and Invoices

Payments Received

Bills and Payments Made

Examples of Bills and Expenses

The “Still Basic but Less Basic” Basics – Additional Ways to Make and Spend Money 5 Topics

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Intro to Sales Orders

Purchase Orders

The “Kind of Weird but I Guess They Make Sense?” Basics 2 Topics

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Recurring Invoices and Bills

Retainer Invoices

Debits, Credits, Journals and Chart of Accounts 8 Topics

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Warning: This is Where a CPA is Most Often Needed

Primer on Debits and Credits

Debits and Credits on an Invoice

Which Transactions Hit the Books?

Debits and Credits on Payments Received

Debits and Credits on Bills and Payments Made

Debits and Credits on an Expense

BONUS ROUND: Journal Entries

Important Reports 4 Topics

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The Three Holy Reports of Accounting

Profit and Loss Statement

Time-Tracking 2 Topics

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Time-Tracking within Accounting Software

Retainer Invoices and Timesheets

Taxes!!!!! 1 Topic

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A Brief Primer on Sales Tax (in the US)

Other Miscellaneous Stuff 6 Topics

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Transaction Templates

Bank and Credit Card Feeds

Payment Gateways