Office polices and procedures

This course covers various office policies and procedures.

Fee Agreements

Carbon forms and Extended versions
Lesson 1 of 2 within section Fee Agreements. You must enroll in this course to access course content.
Marking file and storing
Lesson 2 of 2 within section Fee Agreements. You must enroll in this course to access course content.

Collecting money

Pink Sheets
Lesson 1 of 5 within section Collecting money. You must enroll in this course to access course content.
Documenting payment type
Lesson 2 of 5 within section Collecting money. You must enroll in this course to access course content.
Credit card payments
Lesson 3 of 5 within section Collecting money. You must enroll in this course to access course content.
Recording payments in TimeMatters
Lesson 4 of 5 within section Collecting money. You must enroll in this course to access course content.
Authority to adjust
Lesson 5 of 5 within section Collecting money. You must enroll in this course to access course content.

Office Supplies and maintenance

Ordering process
Lesson 1 of 2 within section Office Supplies and maintenance. You must enroll in this course to access course content.
Computer log
Lesson 2 of 2 within section Office Supplies and maintenance. You must enroll in this course to access course content.

Course Information

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Course Instructor

Lance McKinney Lance McKinney Author

Fee Agreements

Carbon forms and Extended versions
Lesson 1 of 2 within section Fee Agreements. You must enroll in this course to access course content.
Marking file and storing
Lesson 2 of 2 within section Fee Agreements. You must enroll in this course to access course content.

Collecting money

Pink Sheets
Lesson 1 of 5 within section Collecting money. You must enroll in this course to access course content.
Documenting payment type
Lesson 2 of 5 within section Collecting money. You must enroll in this course to access course content.
Credit card payments
Lesson 3 of 5 within section Collecting money. You must enroll in this course to access course content.
Recording payments in TimeMatters
Lesson 4 of 5 within section Collecting money. You must enroll in this course to access course content.
Authority to adjust
Lesson 5 of 5 within section Collecting money. You must enroll in this course to access course content.

Office Supplies and maintenance

Ordering process
Lesson 1 of 2 within section Office Supplies and maintenance. You must enroll in this course to access course content.
Computer log
Lesson 2 of 2 within section Office Supplies and maintenance. You must enroll in this course to access course content.
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