Recommended for Accounts Users, Accounts Supervisors, Case Workers, Case Management Supervisors and System Supervisors

Delivered online via video conference

Duration is 90 minutes

About this course

Introduction

Setup Required

Creating a Dummy Bank Account

Additional Set Up (Includes matter and contract work forms data entry requirements)

Running the CRM6&11 Report

Submission and Reconciliation

Printing (Re-Printing CRM611 Spreadsheet and printing CRM11 bills)

CRM7 production