Accounting Specialist/Local Accounting Specialist

On-the-Job Resources and Simulations

Select from the list of topics and click the Printable Job Aid to view the step-by-step directions for performing a task, or click the Show Me icon to see the task performed, or click the Let Me Try icon to attempt the task yourself.

MODULE 1: WELCOME AND OVERVIEW	Printable Job Aids	Show Me	Let Me Try
1.1 Welcome and Course Tour
Course Tour

MODULE 2: BASIC SECURITY	Printable Job Aids	Show Me	Let Me Try
2.1 Start and Stop the OTCnet Local Bridge (OLB) Application
Log In to OTCnet Online for the First Time
Log In to OTCnet Online
2.2 Log In to OTCnet Online
Access User ID
Reset Password

MODULE 4: MANAGING ORGANIZATION HIERARCHY	Printable Job Aids	Show Me	Let Me Try
4.1 Manage an Organization Hierarchy
Delete an OTC Endpoint
Modify OTC Endpoint Information
View an OTC Endpoint
4.2 Manage an Accounting Code
Enter an Accounting Code
Modify an Accounting Code
Delete an Accounting Code
Import an Accounting Code
View an Organization Endpoint
Map Accounting Codes to OTC Endpoints
4.3 Manage a Custom Field Label
Modify a Custom Field Label
View a Custom Label
4.4 Manage a Processing Option
Modify a Processing Option
View a Processing Option
4.5 Modify a User Defined Field
Create a User Defined Field
Modify a User Defined Field
Delete a User Defined Field
View a User Defined Field

MODULE 15: VIEWING DEPOSIT PROCESSING AND HISTORICAL REPORTS	Printable Job Aids	Show Me	Let Me Try
15.1 View a Business Report
Adjustment Activity (FI)
Adjustments by OTC Endpoints
Daily Voucher Report
Deposit Activity (FI)
Deposits by Accounting Code
Deposits by OTC Endpoint
Deposit History by Status
Non-Reporting OTC Endpoints
Processing Options by OTC Endpoints

On-the-Job Resources and Simulations

On-the-Job Resources and Simulations (All user roles)

Welcome Page

Welcome Page