Planning
... For the office manager
Did you know?
All versions of
Power Closer can be networked
If you have a Local Area Network, you can all see and edit the closings in
Power Closer from your own workstation. A Multi-User version will let several
users work at
the same time. Details.
You can e-mail or fax the HUD-1 form
See printer setup.
Document
automation
This is becoming easier and more versatile. See Merging Documents.
They say this is the nicest thing about Power Closer Jr. The learning curve is
about ten or twenty minutes. This is about calculating checks, as distinct from exporting or printing them. See Balancing
the Closing.
Produce checks automatically
It may take an hour to get oriented but this can provide a solid productivity
boost in short order. See Checks and Three-Way Trust Accounting.
If you are not sure whether to start exporting checks, see Reasons
why we didn't start sooner.
If you enter checks manually into QuickBooks or Quicken
You can
easily enter
data in the same way that Power Closer would have done.
If you later start exporting the bookkeeping data to produce checks, then reports and three-way
trust accounting will be seamless across that change.
If you have multiple users or offices
Your firm may need more
than one Power Closer license. You may contact us to verify what
licenses you have and what licenses you need.
Additional User upgrades are available to increase the number of simultaneous
Power Closer users at one physical
site.
The Power Closer
database should be backed up
Don't forget to test backup and restore process
periodically to verify that it works. You may put
the database on a server that is being backed up anyway, or run Power Closer's
backup
feature.
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