Join the AMS360 Accounting Chapter for our upcoming
meeting. Your agency has gone paper/file-less in your service
departments, and you have had a goal of doing the same in accounting and
administration. In this new remote environment, being paper/file-less in
accounting is no longer a goal but a necessity! Note that this webinar
will focus on firms using AMS360.
During this session we will explore how you can finally efficiently take accounting and administration to the important step of becoming paperless.
Some topics covered will include:
- Planning steps for becoming paperless
- Implementation steps for becoming paperless
- Use of front end (My Documents) features
- Tracking of backlog
- Moving documents/tasks between team members
- Direct bill commission statements
- Documenting actions taken (activities)