Accounting with Curo365 and Microsoft's Business Central

Helpful articles guiding you in meeting your end-to-end accounting needs with the Curo365 and Business Central integration

26 articles in this collection
Written by Matthew Jones

Apply Retainer

A guide to how the Allocate to Bill function works on a Bill level and what is paid in what order.

Written by Matthew Jones
Updated this week

Voiding a Bill

A guide to Voiding a Bill that’s already been fully Posted/Completed.

Written by Matthew Jones
Updated this week

Billing and Accounting Workshop

An A-Z rundown of the basic Billing Process, as well as some tips and a few Advanced features.

Written by Matthew Jones
Updated over a week ago

Posting to an Outside Financial Software

A guide to Posting Payments and Deposits, as well as Paying Costs and creating Disbursements, in the context of Outside Financial Software.

Written by Matthew Jones
Updated over a week ago

Administrative Fees

A Guide to setting Fees that will apply to all Bills created from a specific Business Center.

Written by Matthew Jones
Updated over a week ago

Matter and Account Transfers

A guide to Transferring funds from one Matter or one Account to another.

Written by Matthew Jones
Updated over a week ago

Completing Flat Fee Services

A guide for completing a Flat Fee service and an explanation of the resulted calculated rates.

Written by Matthew Jones
Updated over a week ago

Flat Fee Services

Creating and billing flat fee services on a given matter.

Written by Matthew Jones
Updated over a week ago

Batch Transfers

A short guide for creating Batch Transfers and their use.

Written by Matthew Jones
Updated over a week ago

Auto Allocation Execution

A short Guide for finding the Auto Allocation option on Payments.

Written by Matthew Jones
Updated over a week ago

Billing Time to a Flat Fee Service

This guide will show you two different ways to bill time to a submitted flat fee service.

Written by Matthew Jones
Updated over a week ago

Rates in Matters

A Guide to setting, using and manipulating Rates on the Matter level.

Written by Matthew Jones
Updated over a week ago

Operating Overage Accounts

A guide for how to put funds into, use and take funds out of Operating Accounts.

Written by Matthew Jones
Updated over a week ago

Statements

A guide to previewing and generating two types of statements, as well as a short intro on how to edit the statement texts.

Written by Matthew Jones
Updated over a week ago

Timed Billing

Two methods to creating and submitting Timed Billing items, regardless of Matter billing type.

Written by Matthew Jones
Updated over a week ago

Matter Costs

A guide on how to create Matter Costs, as well as the parts of a Matter Cost.

Written by Matthew Jones
Updated over a week ago

Creating Rate Types

A Guide to creating Rates Types to be used in Rates and being set in Matters.

Written by Matthew Jones
Updated over a week ago

Bill Fees

A guide to creating Fees on an existing Bill

Written by Matthew Jones
Updated over a week ago

Credits

A guide to adding a Credit to an existing Matter

Written by Matthew Jones
Updated over a week ago

Discounts

A guide to creating Discounts on an existing Bill

Written by Matthew Jones
Updated over a week ago

Rates Workshop

A complete guide for how Rates, their creation and execution, work in Curo365. The video and notes will take you from start to finish!

Written by Matthew Jones
Updated over a week ago

Markup/Markdown

A guide for Marking Up or Marking Down a timed Billing Entry while still keeping a record of the initial rate and time spent.

Written by Matthew Jones
Updated over a week ago

Write-Offs

How to create a Write-Off for an existing Bill

Written by Matthew Jones
Updated over a week ago

Generate and Approve Bills

This guide will teach you how to approve and generate PDF’s and emails for submitted billing entries.

Written by Matthew Jones
Updated over a week ago

Disbursements

A guide for creating and sending Disbursements.

Written by Matthew Jones
Updated over a week ago

Bank Deposits, Payments and Payment Allocations

A guide for showing how to create Bank Deposits and apply Payments into said Deposit.

Written by Matthew Jones
Updated over a week ago