Complete Guide to PracticeWorks Line Item Accounting

[Anon]

Line Item Accounting Overview

What is Line Item Accounting?  

Who is Line Item Accounting For? 

Why Should You Use Line Item Accounting?  

Will You Be Applying Payments in Line Item Accounting?

How to Use Line Item Accounting

How to Activate Line Item Accounting  

How to Transition to Line Item Accounting  

How Line Item Accounting Works 

Finding Undistributed Payments  

How to Edit a Distribution

How to Distribute to Refunds  

How to Exclude Procedures from Payroll

How Correcting Distributions Affects Payroll  

Line Item Accounting Reports

Payroll

Payment Analysis  

Estimated Net Production

Unpaid Production  

Training and Checklist

Webinar & Training

LIA Checklist

Miscellaneous

Why Doesn’t the Deposit Slip Match the Line Item Accounting Payroll Report?

[ks3m]

Thank you for the great information to prepare us for the transition!

[Anon]

Thank you! Please post any questions here and I or another team member will be sure to answer them.

[ks3m]

Thank you!  Is the above information the LIA Checklist that I've seen referred to in other LIA discussions?  

[Anon]

Good morning ks3m‌,

This post is a "table of contents" for posts about LIA, several of which contain PDF attachments explaining the feature. The checklist can be found here.

Additionally, the registration and webinar page (including a link to the checklist) can be found here.

Hope this helps! 

[ks3m]

Thank you so much!  I've already printed out the other information to read prior to the webinar and training.  

[Anon]

Great news! You'll be well prepared for the training. Another option you have (if you've installed Version 😎 is to use the tutorial. LIA is already turned on in the V8 tutorial. It provides a "sandbox" to use the feature without worrying about how it will affect your data. 

[ks3m]

Thank you!  I requested the CD a couple of weeks ago and am just waiting for it to arrive.  Hoping to get it installed soon.  

[FormerPLM]

Jeremy, 

Thank you for your hard work on this!

Jeff