MM Accounts – Sample Process Flows
MM Accounts is a comprehensive client & Trust accounting solution designed to meet your OMARA compliance requirements, complete with the ability to generate deposit requests, tax invoices, and statements of service templates.
If you are considering using MM for your accounting, or you are currently using MM Accounts and are looking for reference or training material, please see below the process flows-
- MM Simple Accounts Process Flow
- MM Accounts – Up Front Payment – Process Flow
- MM Accounts - Payment at Completion of Services – Process Flow
These process flows are samples of how MM can support the OMARA requirements process steps.
Please find a PDF version of each process flow at the bottom of this article.
MM Simple Accounts Process Flow
MM Accounts – Up Front Payment – Process Flow
MM Accounts - Payment at Completion of Services – Process Flow