Third-Party Disbursements: Pass-Through at Cost, Deposits, Open Balances and Ageing
This lesson is part of the course
In this lesson
You catch draft invoice lines that add a mark-up to fees paid for families, total the disbursements per case with SUMIFS, work out open balances after deposits and sort them into ageing bands with IFS.
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Lessons in this course
- Calls and Service Mix: Calls by Type, Shares, Revenue per Call and a Mix Chart Locked
- Itemised Prices vs Packages: Price One Family's Choices Both Ways and Show the Lower Total Locked
- Cost per Call: Staff Hours, Vehicle Kilometres, Supplies and Contribution by Service Type Locked
- Third-Party Disbursements: Pass-Through at Cost, Deposits, Open Balances and Ageing Locked
- On-Call Rota: 24/7 Cover, Call-Outs per Night, Allowances, Overtime and Staff Needed Locked
- Chapel and Vehicle Capacity: Booking Clashes with COUNTIFS, Utilisation and When a Second Hearse Pays Off Locked
- Memorial Merchandise: Coffins, Urns and Plaques – Margin, Stock Turns and Stock vs Catalogue Locked
- Capstone – Pre-Arranged Plans and Break-Even: Trust Liability, Fixed Costs, Break-Even Calls and a Plan Chart Locked