First item of the agenda is the completion of the automation of the Bank Reconciliation process with the Executive Director’s electronic signoff. Procedure of this important step is available at the Shared with All folder. Next is showing the benefits of the copy/paste in Recurring Entries, query by filtering of the different field analysis, report to validate control accounts particularly for the Intra association accounts. We also show the benefits of using Class Analysis applicable to both Customers and Vendors, new features of the Monthly Financial Statements as well as the Annual Summary Comparative Budget Report.
Video recording:
