End of Day Procedures

Tasks you should complete at the end of each working day:

  • Daily Banking
  • Printout tomorrow's Appointment List
  • Backup
  • Celebrate your achievements

Daily Banking
You can generate Bank Deposit Reports from Direct CONTROL to accommodate your banking needs. However, the preferred method is to generate these reports ONLY to check accuracy of data entry and then export your transactions to your Accounting Application and complete the Daily Banking in that Accounting Application.

Business Analysis Tools


What does it do?

How to calculate


Measures the financial health of your business. A Healthy Business results in 2+

Divide your Total Assets by your Total Liabilities


Measures your business liquidity. The optimal result is 1+

Payment Methods Available

Direct Control supports BPAY payment processing and generates (CRN) Customer Reference Numbers on your Remittances.

BPAY is an independent billing product which is used to receive payments from clients. BPAY can be set up by your Bank.

Direct CONTROL can facilitate: One BPAY Biller Code for the entire business/practice or alternatively this can be overridden to use a BPAY Biller Code per Entity.

Direct CONTROL can provide invoice layouts which display the BPAY Biller Code and the Direct CONTROL generated Customer Reference Number.