Workflow for Administrators

Daily Activities

• Administration Section Overview
• Performance Center
• Goals

Debtors/Debts

• Adjustment Transactions
• How to permanently remove debtors in Lariat

Utilties

• Client Accounting Periods (CAPs)
• Mail Print
• Delete Debtors
• Duplicate Debtors

Legal

• Forwarding Agency

Addendums

• Addendum C – Letter Processing Module setup
• Guide for Data Connect