SoliBooks Legal Bookkeeping Software

Legal accounting software
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  • Lectures 45
  • Contents Video: 2 hours
    Other: 10 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 9/2014 English

Course Description

Solibooks Computerised Accounts course is about how to use Solibooks based on the most popular functions which you as a Solibooks operator needs to know how to use, in order to be proficient in using the software.

The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:

  1. Read the task
  2. Watch the video
  3. Have a go at it yourself on your own system
  4. Rewatch the video (if necessary) - to reinforce the learning

You’ll learn how to set up a Solibooks system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things.

This is a useful course if:

  • You are thinking of working with the software,
  • You are going for jobs which have a requirement for you to be able to use this software
  • You want to put this skill on your CV, or
  • You are a bookkeeper or accountant and will be using this for clients or even
  • You run your own business and want to know how to use Solibooks for yourself.

You will be given access to SoliBooks - for 30 days (free trial).

The course materials includes the handout of the assignment task and a software booklet.

Successful completion of the course is the equivalent to being at the level of having a level 2 certificate in computerised accounts.

The course will take about 3-4 hours to complete.

What are the requirements?

  • You'll need access to SoliBooks in order to complete the assignment
  • You'll get access to SoliBooks for 30 days - for free, so preferably once the software trial is activated, you need to complete the assignment within that 30 day time frame

What am I going to get from this course?

  • By the end of the course you will be able to complete various common functions using SoliBooks software
  • In this course, you will learn how to:
  • Enter the opening balances
  • Amend the nominal ledger
  • Add new customer and supplier details
  • Post customer invoices and credit notes to the sales ledger
  • Post supplier invoices and credit notes to the purchase ledger
  • Enter the supplier cheques and record the customer receipts
  • Post Petty Cash transactions
  • Prepare the VAT return
  • Reconcile the bank
  • Post the wages journal
  • Post adjustments to the accounts and produce month-end reports

What is the target audience?

  • Bookkeepers, Legal cashiers and Accountants who will be using this for their clients
  • Students who are going for jobs where the requirement is working knowledge of SoliBooks
  • Those who have studied accounting, but want practical knowledge of how to use a popular accounting software which will help them find employment
  • Previous knowledge of accounting is not presumed or required

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Getting Prepared - Access the software and course materials
10 pages

Welcome on board!

Firstly, please download the course material and ensure that you have a copy of the software: SoliBooks. You may be able to google 'SoliBooks' to get access to the software.

Print off the course material. Read through each task. Watch the video on how to complete the task, and then have a go at it yourself on the software.

Section 2: Getting Started
00:46

How to install Solibooks.

01:15

Opening SoliBooks for the first time.

01:24

An explanation of the scenario which this course will follow.

Section 3: Setting Up The System
07:00

How to enter opening balances.

01:40

Setting up fee earners on the system.

Section 4: Nominal Ledger
02:39

Amending the nominal ledger.

Section 5: Customers
02:49

Adding new client matters.

05:00

Adding new client matters (part 2)

01:34

How to add additional client matters.

Section 6: Sales Ledger
02:48

How to post a disbursement.

03:21

Posting client receipts to the client ledger.

02:56

Posting disbursements.

04:00

Entering a batch of supplier disbursements.

Section 7: Suppliers
02:56

Adding supplier details to the system

Section 8: Purchases Ledger
03:38

Posting supplier bills.

03:49

Posting supplier bills and credit notes.

01:49

Posting supplier invoices.

02:31

Posting supplier bills.

03:26

Entering supplier credit notes.

Section 9: Sundry Payments
04:03

Entering supplier cheques.

Section 10: Customers - Sales Ledger
00:46

How to enter client invoices.

00:53

Invoicing clients.

00:53

How to invoice a client.

01:01

Report to show all balances.

04:11

Transferring money on client account to office account.

Section 11: Office Bank account
03:46

Posting receipts to office bank account.

02:14

Posting a receipt to the office bank account.

02:01

Posting receipt to the office bank account.

00:52

How to report on the client balances.

Section 12: Sundry Receipts
01:59

Receipt of funds into a specific matter

01:18

Opening a second 'matter' for a client

01:33

Transferring one matter to another matter.

00:29

Client balances report.

Section 13: Petty Cash
02:16

How to top up the petty cash.

01:41

Entering petty cash postings.

04:57

Entering petty cash as a batch posting.

01:19

Making payments out of petty cash.

Section 14: VAT - Value Added Tax
02:18

Clearing down the VAT.

01:45

VAT money owed.

01:19

Payment of a cheque for VAT.

Section 15: Bank Reconciliation
05:40

Reconciling the bank.

01:49

Clearing the bank rec.

Section 16: Reports
Financial reporint
01:13
Section 17: Concluding lecture
Article

Where to go to continue your learning.

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Instructor Biography

Lisa Newton, Entrepreneur & Serial Author

Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, software, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007 and in 2008 Enterprising Business Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award.

Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.

Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.

In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation and cosmic ordering.

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