The Complete Practitioner: Features: Banking


Bank Account


  • One button update of all outstanding bank deposits to (normally) home based banking files
  • Retrieve listing of all deposit items from office files
  • Budgeting allows reservation of funds within bank account for particular payments
  • Record checks in seconds based on creditor payment information and address
  • Laser print checks in format suitable for double window envelopes
  • Categorize payments for analysis and year-end taxes (i.e., Rent, Utilities)
  • Record transactions paid by alternate means (i.e., credit card, personal check, etc.)
  • Record mileage at time of payment (i.e., for trips to the office supply store)
  • Complete search tools for finding payments by date, payee and/or category

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Teleo Practice Services, Inc.
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Phone: (941) 505-1583